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Jobs / Wealth Manager in United Kingdom
13 days ago
Marsh McLennan·13 days ago
13 days ago

New Business Client Advisor

1 Bridgwater Road, United KingdomFull-timeMid · 2-5 yearsWealth Manager

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Top 10% of NextRaise users matched against Wealth Manager roles in United Kingdom.

Must-have skills for this role

  • client service
  • insurance products
  • client relationship management
  • communication skills

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About this role

Become part of our team as a New Business Client Advisor, supporting the onboarding and servicing of new SME clients within our Enterprise team. Manage commercial insurance policies and address client queries. Ideal for candidates with strong communication and organisational skills, and experience in account management or customer-facing roles.

Skills

  • account management
  • commercial insurance
  • client relationship management
  • insurance policy administration
  • microsoft office
  • customer service
  • compliance standards
  • sales
  • upselling
  • cross-selling
  • quoting
  • renewals management
  • invoicing
  • organisational skills
  • query management
  • market analysis
  • microsoft excel
  • microsoft word
  • microsoft outlook

Company

Marsh McLennan
1 Bridgwater Road, United Kingdom

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Marsh McLennan·first seen 31 Aug 2026·last verified 8 Sept 2026·How we source jobs

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