Trainee Client Advisor - Trade Credit

We are seeking a talented individual to join our Trade Credit team at Marsh, this role is based out of our Birmingham office as part of the Corporate team and is a hybrid role that has a mixture of office based and home working.

This is an exciting opportunity for a Trainee Client Advisor to join our successful Trade Credit team. Trade Credit Insurance provides cover against the risk of businesses not being paid for goods or services that they sell. Marsh work with clients in a wide range of sectors across the UK, creating varied and engaging job responsibilities. This role is perfect for someone looking to start a career within insurance working for a global leader within a niche market and is accompanied with an apprenticeship training programme and qualification.

• Assist the Client Executive team with the daily servicing of our clients and with the renewal process.
• Manage credit limit requirements for our clients via the various insurer on-line portals and speaking directly with the insurers.
• Provide our clients with support and guidance to ensure they adhere to their policy terms and conditions, e.g. reporting overdue invoices, submitting claims on time etc.
• Support the Client Executive in client meetings, including gathering data ahead of meetings, produce meeting minutes, and managing any resulting action points.
• Actively build relationships across Marsh and with external stakeholders.
• Ensure adherence to business processes, systems and procedures at all times.

• 5 GCSE’s at Grades 9 – 4 (including English & Math’s)
• Previous experience or deep interest in insurance operations, account administration, broking support, or a related administrative role.
• Strong organisational skills, with the ability to prioritise a high-volume workload and meet tight SLAs.
• Excellent written and verbal communication skills, with confidence when corresponding with brokers, carriers, and offshore operations teams.
• High attention to detail and accurate data entry skills.
• A proactive, reliable, and collaborative approach.

• An interest in insurance, account handling, or how policies and endorsements are managed.
• A keen eye for detail and a 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 an eagerness to ask questions, learn quickly, and take ownership of your work.
• An interest in improving ways of working and helping teams stay organized and efficient.

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses:
Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on Linked In and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender…