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Marsh & McLennan

Marsh & McLennan

Risk, insurance and business consulting

Trainee Client Advisor - Trade Credit

Full-TimePosted on 8/21/2026
No salary listed
Entry
Birmingham, UK
Hybrid

At least three days per week in the local office or onsite with clients.

About the job

Requirements
  • Five GCSEs at grades 9–4, including English and Mathematics.
  • Previous experience or a strong interest in insurance operations, account administration, broking support, or a related administrative role.
  • Strong organisational skills, including the ability to prioritise a high-volume workload and meet tight service-level agreements.
  • Excellent written and verbal communication skills, with confidence corresponding with brokers, carriers, and offshore operations teams.
  • High attention to detail and accurate data-entry skills.
  • A proactive, reliable, and collaborative approach.
Responsibilities
  • Assist the Client Executive team with daily client servicing and the renewal process.
  • Manage clients’ credit-limit requirements through insurer online portals and direct communication with insurers.
  • Provide clients with support and guidance to help them adhere to policy terms and conditions, including reporting overdue invoices and submitting claims on time.
  • Support the Client Executive in client meetings by gathering data, producing meeting minutes, and managing resulting action points.
  • Build relationships across Marsh and with external stakeholders.
  • Adhere to business processes, systems, and procedures.
Desired Qualifications
  • An interest in insurance, account handling, or how policies and endorsements are managed.
  • A keen eye for detail and willingness to learn how to check, track, and update information accurately.
  • An interest in working in a fast-paced environment where priorities can change and teamwork matters.
  • A proactive attitude and eagerness to ask questions, learn quickly, and take ownership of work.
  • An interest in improving ways of working and helping teams remain organised and efficient.

About the company

Marsh, formerly Marsh McLennan, is a global professional services firm focused on risk, insurance, reinsurance, talent and business strategy. Its operating businesses help organizations arrange coverage, model and transfer risk, design workforce programs and address complex management questions. Clients range from growing companies to governments and multinational enterprises. The group combines advisory expertise with insurance-market access and data, making it broader than an insurance broker alone while remaining primarily a business-to-business services organization.

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