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Commercial Client Advisor
Job details:
To provide quality service and advice to clients of the Commercial Team. To assess clients’ insurance needs and find suitable insurance policies and solutions in line with FCA and Company guidelines. This will involve securing new business, the handling of mid-term adjustments and renewals both in support of Client Executives and independently.
To develop your knowledge of the sector and be able to contribute to the effectiveness of service, products, procedures and efficiency of the Company and enhance your personal profile.
- Responsibility for the technical administration of all classes of insurance policies within the Commercial Sector.
- Duties may include but are not limited to technically administering new business, renewals, mid-term adjustments, claims, queries, premium financing arrangements, broking risks to insurers, collecting payments in line with the Company and client expectations.
- Utilising technical knowledge to support colleagues and outcomes for clients.
- Executing any business quickly and accurately, working on behalf of the client and liaising with Insurers as appropriate, keeping the client informed and updated at all stages.
- Actively look for and acting on cross-selling and up-selling opportunities in respect of insurance broking business to enhance the Company’s offering to clients.
- Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guides to Best Practice.
Skills needed to succeed as a Commercial Client Advisor:
- Excellent communication skills, both written and verbal
- Experience working within the General Insurance sector
- Computer literacy & numeracy skills?
- Ability to build mutually beneficial relationships with both colleagues and clients?
- Self-motivation, drive and enthusiasm
- Ability to work well independently and as part of a team?Values are in-line with Core Values.
Helpful skills (not all required):
- Experience working within a regulatory framework or FCA compliance?
- Business or financial-related degree or qualification(s)?
- Wide social interests?
- CII or other relevant qualifications?
- Customer Service Experience
- Experience with Acturis?
What you'll get from us:
- Your starting salary will be dependent on your previous experience and any qualifications you may have
- Hybrid working available once probationary period is passed
- A clear personal development plan helping you expand your knowledge and experience to progress your career
- Opportunities to obtain qualifications
- A fun, sociable environment with regular incentives and social events
- Employee Benefits such as a health insurance plan, and retail and hospitality discounts
