Employee Benefits Client Adviser

3 weeks ago

Manchester, United Kingdom Verlingue Full time

Job Advert

**Job title**

Client Adviser

**Location**

Manchester

**Main purpose of job**

To provide a quality service to clients in respect of renewal and new business insurance arrangements advising, arranging, and securing appropriate cover for our clients’ demands and needs.

**Company Vision**

To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high.

**Department Overview**

Verlingue have established Employee Benefits teams in Manchester, Redhill and Staines. The team work across the healthcare, risk, pensions and platform technology. The volume of business is rising rapidly and career opportunities within Manchester & Redhill and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.

**Key Accountabilities**

**General responsibilities**
- Maintaining relationship, interaction and liaising with client on day-to-day basis
- Maintaining relationship, interaction and liaising with insurers on day-to-day basis
- Processing MTA’s and administration
- Ensuring all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures and full utilisation of Acturis.

**New Business**
- Arranging appointment to existing schemes with all insurers following clients instruction
- Invoicing
- Policy wordings - checking correct and suitable for client demands, needs and cover requirements

**Renewal Business**
- Updating records with any changes to client demands, needs, cover requirements, Fact Finds and underwriting information.
- Production of initial draft Broking presentation for Broker.
- Pipeline register completion
- Liaising with Employee Benefits Consultant / Broker on broking strategy to be employed
- Obtaining terms from holding insurers
- Renewal Report production
- Invoicing
- Policy wordings - ensuring correct and suitable for client demands, needs and cover requirements

**Person Specification**
- Desire to complete Cert CII qualification
- Experience in the insurance industry within Employee Benefits
- Target book size of £300,000
- Strong working knowledge of employee benefits IT systems
- A Can-do attitude with excellent communication skills, both written and verbal
- Ability to work to deadlines and multitask in order to get required work carried out
- Target book size of £300,000
- Strong working knowledge of employee benefits IT systems
- Aligned with the Verlingue values and behaviours

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