Client Adviser

3 months ago

Manchester, United Kingdom Verlingue Full time

Job Advert

**Job Title**:Client Adviser

**Department**: CBU

**Location**:Manchester

Main purpose of the role

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 Client Services teams in Manchester. Currently the CBU team work with premium of up to £10,000 & generally with two preferred Providers. The volume of business is rising rapidly and career opportunities within Manchester and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.

Verlingue Values

**Exceptional**

Being professional is expected; being exceptional makes us different. We are passionate about making our clients and each other feel special. We truly understand their needs and deliver an outstanding service every time.

**Proud**

We take pride in our work every day and always fulfil our promises. We’re proud of our reputation for always acting with the highest ethical standards and this is our foundation for building long term relationships.

**Inclusive**

We value and recognise the diverse skills and individuality that everyone brings to Verlingue. We respect each other and enjoy working collaboratively to achieve the best outcomes.

General Responsibilities
- Maintaining relationship, interaction and liaising with insurers 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
- To answer the telephone, ensuring that information given is accurately recorded
- To update knowledge of insurance market as & when developments occur
- To continue improvement in technical insurance knowledge. A minimum of Cert CII will be required within 12 months of employment
- To liaise with accounts department as and when required

New Business
- Broking clients under £10k premium (or passing to Corporate) and Scheme / Facility business
- Invoicing
- Policy wordings - checking correct and suitable for client demands, needs and cover requirements
- Risk Register production
- Premium Finance administration (Surrey only)

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
- Obtaining terms from holding insurers
- Renewal Report production
- Invoicing
- Premium finance negotiation and administration
- Risk Register production
- Policy wordings - ensuring correct and suitable for client demands, needs and cover requirements

**Person Specification**

**Qualifications**:
Desirable: Cert CII

Skills, Knowledge & Attributes

Essential:

- Considerable experience in the insurance industry preferably with the Commercial Client Servicing experience
- Good working knowledge of the Acturis system
- Good working knowledge of on-line broking systems
- Good working knowledge of General Commercial Lines business and the Broking market
- A willingness to pursue professional qualifications
- A Can-do attitude with good communication skills, both written and verbal
- Excellent and accurate administration
- Ability to utilise IT for maximum advantage
- Drive to achieve results, solve problems and deliver service and ability to work to deadlines
- Good relationship building and influencing skills
- Aligned with the Verlingue values and behaviours

  • Mortgage Advisor

    1 month ago

    Manchester, United Kingdom Adviser Selection Full time

    Remote Mortgage AdviserAre you looking for a remote working from home opportunity, giving you the flexibility to work around your family life?One of our clients based in Yorkshire are recruiting for an experienced and hungry Mortgage Adviser to work remotely on a self-employed basis. Our client’s existing client bank and new business is mainly in the HNW...

  • Client Adviser

    2 weeks ago

    Manchester, United Kingdom Verlingue Full time

    Job title: Client AdviserDepartment: CommercialLocation: ManchesterReporting to: Commercial Deputy Client Service ManagerSalary: Up to £27,500Benefits: Competitive salary, 25 days holiday, 6% employer contribution pension scheme, buy & sell holiday scheme, cash plan, life assurance (4x basic salary), income protection, private medical insurance (when...

  • Senior Client Adviser

    3 months ago

    Manchester, United Kingdom IPS Group Full time

    **Salary**: £38000 - £45000 per annum + 26 days holiday, Wellbeing perks. - **Location**: Manchester, Greater Manchester - **Job reference**: 151799_1700216658 Senior Corporate Client Adviser - Manchester Circa £40’000 Our client, a globally known but growing commercial insurance broker in the Manchester market are looking for someone to compliment...

  • Employee Benefits Client Adviser

    3 months 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...

  • Senior Client Adviser

    3 months ago

    Manchester, United Kingdom Verlingue Full time

    Job Advert **Job Title**:Senior** **Client Adviser **Department**: CBU **Location**:Manchester Main purpose of the role 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,...

  • Financial Adviser

    2 months ago

    Manchester, United Kingdom Heat Recruitment Ltd Full time

    Financial Adviser Manchester / Huddersfield Circa £50-65K Remote working Looking for an opportunity to inherit a book of business? Wanting to be working remotely instead of weekly visits to the office? This could be the right role for you! One of our long-standing Wealth clients are looking for an experience Financial Adviser to join them and look after...

  • Financial Adviser

    2 months ago

    Manchester, United Kingdom Heat Recruitment Ltd Full time

    Financial AdviserManchester / HuddersfieldCirca £50-65KRemote workingLooking for an opportunity to inherit a book of business?Wanting to be working remotely instead of weekly visits to the office?This could be the right role for you!One of our long-standing Wealth clients are looking for an experience Financial Adviser to join them and look after a client...

  • Financial Adviser

    3 months ago

    Manchester, United Kingdom Jigsaw Recruitment Full time

    **Financial Adviser: Home based position covering Manchester£45,000 to £85,000 with excellent benefits that include a company car** Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Advisers to their ever expanding sales team. This excellent...

  • Financial Adviser

    3 months ago

    Manchester, United Kingdom Jigsaw Recruitment Full time

    **Financial Adviser: Home based position covering the Manchester area£45,000 to £85,000 with excellent benefits that include a company car** Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Advisers to their ever expanding sales team. This...

  • Trainee Financial Adviser

    3 months ago

    Manchester, United Kingdom Old Royle Wealth Management Ltd Full time

    **Overview**: We are seeking a dedicated and knowledgeable individual to join our Independent, boutique Wealth Management firm due to substantial growth over recent years. As a financial Adviser, you will be responsible for providing financial planning, guidance and advice to clients, helping them achieve their financial goals. You will be required to be...

  • Senior Financial Adviser

    3 months ago

    Manchester, United Kingdom Recruit UK Full time

    **Job Title**:Senior Financial Adviser **Industry**:Financial Services **Location**:Manchester **Salary**:Up to £60,000 **Job ref**:7698 **Job Description: Senior Financial Adviser** Recruit UK are working on an excellent opportunity for a Senior Financial Adviser in Manchester to join a well established Independent Financial Advice firm. They deal...

  • Trainee Financial Adviser

    3 months ago

    Manchester, United Kingdom Recruit UK Full time

    **Job Title**:Trainee Financial Adviser **Industry**:Financial Services **Location**:Manchester **Salary**:£40,000 **Job ref**:8908 **Job Description: Trainee Financial Adviser** Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Manchester to join a well established Independent Financial Advice firm. They deal with...

  • Service Adviser

    3 months ago

    Manchester, United Kingdom Capita Full time

    Performs customer service activities and initiatives for limited number of products or clients. **Job title**: Service Adviser Performs customer service activities and initiatives for limited number of pension products or clients. **Location**: Manchester - 90 Great Bridgewater Street , United Kingdom **Time Type**: Full time **Contract Type**: Fixed...

  • Protection Adviser

    3 months ago

    Manchester, United Kingdom Exchange Street Full time

    **Job Type**: Perm Town/City: Manchester County: All Of UK Salary/Rate: 33000 Sector: Financial Services Discipline: Financial Services Job ref: 537161 - It’s fair to say that, across the protection market, some firms are better to work for than others. But what makes this one a good one? - For a start, they provide the security of a salary and the...

  • Technical Adviser Support

    3 months ago

    Manchester, United Kingdom Jane Deane Recruitment Limited Full time

    OBJECTIVE To provide technical support for selected advisers within the IFA Support Team - Working closely with the Advisers to interpret and communicate advice based on client’s circumstances, risk profile and objectives - Product and fund research, using systems such as Adviser Asset & FE Analytics - Writing suitability and advice letters - Obtaining...

  • Technical Adviser Support

    3 months ago

    Manchester, United Kingdom Jane Deane Recruitment Limited Full time

    OBJECTIVE To provide technical support for selected advisers within the IFA Support Team - Working closely with the Advisers to interpret and communicate advice based on client’s circumstances, risk profile and objectives - Product and fund research, using systems such as Adviser Asset & FE Analytics - Writing suitability and advice letters - Obtaining...

  • Sustainability Adviser

    2 months ago

    Manchester, United Kingdom Niyaa People Ltd Full time

    £30,000Manchester Sustainability Adviser Monday to Friday (Hybrid) We are currently working with an established Construction Organisation who are looking for a Sustainability Advisor.The RoleIn this Sustainability Advisor role, you'll stay on top of emerging technologies to see how they can advance our sustainability goals. You'll also be instrumental in...

  • Sustainability Adviser

    2 months ago

    Manchester, United Kingdom Niyaa People Ltd Full time

    £30,000Manchester Sustainability Adviser Monday to Friday (Hybrid) We are currently working with an established Construction Organisation who are looking for a Sustainability Advisor. The Role In this Sustainability Advisor role, you'll stay on top of emerging technologies to see how they can advance our sustainability goals. You'll also be instrumental in...

  • Financial Adviser Administrator

    3 months ago

    Manchester, United Kingdom NJR Recruitment Full time

    ** FINANCIAL ADVISER ADMINISTRATOR** **LOCATION : CENTRAL MANCHESTER** **SALARY: UP TO 30,000 + BENEFITS** **HYBRID WORKING PATTERN** our Client are Ranked in the Top 50 UK Advisers. They are an Award Winning Firm of Chartered Financial Planners, and offer up an excellent reputation in the Market. Duties will consist of; Checking policy...

  • Independent Financial Adviser

    3 months ago

    Manchester, United Kingdom The Oakfield Group Full time

    **Job Title: Independent Financial Adviser** **Location**: Manchester Salary up to £80K. OTE £100K+ Clients to inherit and a consistent flow of warm leads My client is a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a...