Marsh Risk logo

Trainee Client Advisor - Trade Credit

Marsh Risk
Department:Finance
Type:HYBRID
Region:West Midlands, England
Location:Birmingham, England, United Kingdom
Experience:Not specified
Skills:
INSURANCE OPERATIONSACCOUNT ADMINISTRATIONBROKING SUPPORTORGANIZATIONAL SKILLSCOMMUNICATION SKILLSATTENTION TO DETAILDATA ENTRYCLIENT SERVICERELATIONSHIP BUILDING
Share this job:

Job Description

Posted on: August 22, 2026

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.

We will count on you to:

  • 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.

What you need to have:

  • 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.

What makes you stand out:

  • 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.

Why join our team:

  • 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.

About Us:

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 marsh.com, or follow on LinkedIn 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 orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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 orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh.com.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

R_358579
Originally posted on LinkedIn

Apply now

Please let the company know that you found this position on our job board. This is a great way to support us, so we can keep posting cool jobs every day!

JobsInUK.app logo

JobsInUK.app

Get JobsInUK.app on your phone!

SIMILAR JOBS
ACCA Careers logo

Assistant Finance Manager- NEC

ACCA Careers
Just now
Finance
ON-SITE
Birmingham, England, United Kingdom
FINANCIAL ANALYSISBUSINESS PARTNERINGBUDGETING+3 more
Grant Thornton UK logo

Corporate Tax Associate Director

Grant Thornton UK
Just now
Finance
HYBRID
Birmingham, England, United Kingdom
CORPORATE TAXUK CORPORATION TAXTAX COMPLIANCE+3 more
Marsh Risk logo

Trainee Client Advisor - Trade Credit

Marsh Risk
Just now
Finance
HYBRID
Birmingham, England, United Kingdom
INSURANCE OPERATIONSACCOUNT ADMINISTRATIONBROKING SUPPORT+6 more
Stellantis logo

TRAINEE FINANCE BUSINESS PARTNER

Stellantis
Just now
Finance
ON-SITE
Coventry, England, United Kingdom
FINANCIAL REPORTINGFINANCIAL ANALYSISBUDGETING+4 more
Sandwell Council logo

Finance Assistant

Sandwell Council
Just now
Finance
HYBRID
Oldbury, England, United Kingdom
ACCOUNTINGFINANCIAL REPORTINGRECONCILIATION+5 more