Senior Client Adviser

3 weeks ago


Redhill Surrey, United Kingdom Aimee Willow Connex Ltd Full time

The Role

To provide day-to-day technical, competent, responsive, professional, and efficient administrative service to clients, whilst supporting client retention through assisting Client Directors with Renewals & New Business and providing support to the Client Service Team.

The Responsibilities

Renewals & New Business support

* To assist the Team with preparation work for the Renewals of our existing clients and with New Business enquiries received by the Team.

* To prepare documentation for Client Director Renewals & New Business in line with departmental standards, so that

negotiations with underwriters produce the most competitive premiums and best insurance coverage for clients.

* To prepare documentation for Client Director Renewals & New Business in line with departmental standards, so that

negotiations with underwriters produce the most competitive premiums and best insurance coverage for clients.

* To take on a small portfolio of renewals and take ownership of the entire renewal process

Day to Day servicing

* To ensure that all additional Cover/Credit Limits requested during the year are effected with insurers immediately and confirmed in writing.

* To monitor Buyer/Credit Limit developments from

Cancellations/Reductions, Appeals and New Applications.

* To administer Claims handling.

* Administration of Client portfolio and support to Line Manager & Client Directors.

* To keep Client Directors/Manager informed of significant

developments.

* To check and process policy documents/endorsements for

accuracy prior to dispatch to clients.

* Administration of debt collection service.

* To ensure that all records (file and computer) are accurate during the currency of the insurance to reduce Errors & Omissions exposure.

* To refer all complaints to the Complaints Officer immediately.

* To refer any potential Errors & Omissions immediately to Director and/or Compliance Director.

* Any other ad-hoc duties as requested.

General responsibilities

* To provide a positive contribution to the team objectives.

* To ensure that all information, conversations and meetings with clients/prospects/underwriters and relevant business contacts are

* recorded accurately.

* To update knowledge of insurance market as and when

* developments occur.

* To continue improvement in technical insurance knowledge.

* To ensure prompt premium debiting & system processing.

* Client assistance on the use of Insurers on-line systems.

* Any other ad-hoc duties as requested #J-18808-Ljbffr

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