Private Client Advisor

2 weeks ago

Petersfield, United Kingdom The Ardonagh Group Full time

**Private Client Advisor - Petersfield - ARD1014920**

We’re on the hunt for a talented and engaging Client Service Advisor to come and join our small and friendly team based in Petersfield.

Joining us as a Client Services Advisor means you'll have the benefit of working Monday to Friday. Initially, you will work from our office with our fun and welcoming team just waiting to get to know you. Once you’re feeling confident and your training and probation period is complete, the role will become hybrid if you wish, where you’ll have the option to split your week with days in the office and working from home.

**What does a Client Service Advisor here do?**

The role of a Client Services Advisor is to provide exceptional client service and support for consultants in the day to day running of their client portfolio. You will be the first point of contact for all client and Insurer queries and will use your initiative to provide support to both our clients and providers to keep them updated and provide a market leading customer experience. This includes proactively supporting policy renewals, new business and ensuring that we are compliant with processes and procedures, customer service standards, financial and Industry compliance regulations.
- Providing support to clients and team members in the day to day running of clients/prospects portfolios including all appropriate actions for renewal and during the course of the year or as part of the new business process.
- Act as first point of contact for client and insurer queries or issues as they arise.
- Providing technical expertise and support to both internal and external customers and prospects.
- Independently respond to queries from both clients and insurers in a pro-active manner, meeting agreed SLA’s and keeping all parties updated.
- Proactively start and manage the gathering of relevant data for client renewals and mid-term adjustments, ensuring accuracy at all times.

**What are we looking for in our next Client Service Advisor?**
- Previous experience of delivering high levels of customer service.
- Previous experience of working towards targets and measured Service Level Agreements (SLAs).
- Experience of commercial insurances or personal lines, ideally within a broking or Insurer environment.
- Have a willingness to learn and be curious. Incidentally, we offer tons of opportunity to gain qualifications that will enhance your career in this growing industry.
- Previous experience of managing own workload.
- _High level_ of organisation and time management skills._
- _In return you will be welcomed and supported by our Ardonagh family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. Some of the other benefits are:

- Holiday entitlement of 26 days plus bank holidays
- Opportunity to progress your career across the entire Ardonagh family.
- Gain professional CII or ACII qualifications to enhance your knowledge and career prospects.
- Pension scheme
- 24-hour support for you and your families physical and mental wellbeing
- 1 days paid volunteering day to give back to our communities.
- Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community.
- The Spotlight Awards, where we shine a light on the brightest talent across our group.

Why not check us out on LinkedIn or speak to one of our team to find out what life’s really like with The Ardonagh Group family.

LI-RM1 #AIB

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