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, 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**:
Essential: Cert CII

Desirable: Dip 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


  • 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...


  • 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...

  • 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...


  • Manchester, United Kingdom Hays Senior Finance Full time

    Senior Tax Consultant for Private Clients Employer: Hays Senior Finance Location: England Salary: Competitive, including bonus, pension, and private medical insurance Job Overview About the Firm Hays Senior Finance is a prestigious firm recognized globally in the fields of accounting and business consultancy. The firm has established a...

  • Senior HR Adviser

    3 months ago


    Manchester, United Kingdom Clayton Recruitment Full time

    Award-winning full-service law firm with offices in Manchester, Liverpool and London are recruiting for a Senior HR Adviser to join the HR team at Manchester Spinningfields office. The role will be reporting into the HR Director and working with the wider HR team. While primarily based in Manchester, occasional travel to the Liverpool and London offices...

  • Senior Tax Manager

    6 days ago


    Manchester, United Kingdom Hays Senior Finance Full time

    About the RoleHays Senior Finance is seeking a highly experienced Senior Tax Manager or Tax Director to join our client's private client tax advisory team. As a key member of the team, you will be responsible for providing expert tax advice to owner-managed businesses, entrepreneurs, and high-net worth individuals.Key ResponsibilitiesSupporting clients with...

  • Senior Tax Manager

    3 days ago


    Manchester, United Kingdom Hays Senior Finance Full time

    Job SummaryHays Senior Finance is seeking a highly experienced Senior Tax Manager or Tax Director to join our client's private client tax advisory team. As a key member of the team, you will be responsible for providing expert tax advice to owner-managed businesses, entrepreneurs, and high-net worth individuals.About the RoleThis is an exciting opportunity...

  • Senior Tax Manager

    3 days ago


    Manchester, United Kingdom Hays Senior Finance Full time

    Job SummaryHays Senior Finance is seeking a highly experienced Senior Tax Manager or Tax Director to join our client's private client tax advisory team. As a key member of the team, you will be responsible for providing expert tax advice to owner-managed businesses, entrepreneurs, and high-net worth individuals.About the RoleThis is an exciting opportunity...

  • 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,...

  • Private Client Manager

    11 hours ago


    Manchester, United Kingdom Hays Senior Finance Full time

    Private Client Manager Employer Location Greater Manchester, England, Manchester Salary - per annum + Market leading salaries (£40-60k DOE) Closing date 14 Oct 2024 View moreView less Sector Salary band , , Contract type Hours Where will they be working You need to or to save a job. Job Details Your new firm Join highly reputable...


  • 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...


  • Manchester, United Kingdom Ministry of Housing, Communities and Local Government Full time

    Job summaryThe job of the Ministry of Housing, Communities and Local Government is to create great places to live and work, and to give more power to local people to shape what happens in their area.The government has stated that homelessness levels are far too high. This can have a devastating impact on those affected and have stated that we must address...

  • Carbon Consultant

    3 months ago


    Manchester, United Kingdom Client 1 Full time

    Carbon ConsultantManchester£40,000 - £50,000 + Discretionary Bonus + Progression + Training + Pension + Holiday daysAre you a Carbon Consultant or Senior Energy Consultant looking to take the next step in your career and grow a new area of a well-established business?Do you want the incredible opportunity to progress your career with a multimillion...


  • Manchester, United Kingdom Hays Senior Finance Full time

    Job OpportunityYour new role as a Private Client Tax Manager / Senior Manager will be to help maintain and further capitalise on the continued growth of our existing department in the tax advice field. This team deals with claims pertaining to a broad range of projects for high net worth individuals, entrepreneurs, and private business owners, including...


  • Manchester, United Kingdom Hays Senior Finance Full time

    Job OpportunityYour new role as a Private Client Tax Manager / Senior Manager will be to help maintain and further capitalise on the continued growth of our existing department in the tax advice field. This team deals with claims pertaining to a broad range of projects for high net worth individuals, entrepreneurs, and private business owners, including...

  • 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...


  • Manchester, United Kingdom Lusona LLP Full time

    Private Client Tax Senior Manager100% Tax Advisory | Hybrid & Flexible Working | Competitive salaryAbout the Role:Join the regional Private Client team of our Big 4 client, advising a range of clients including high-net-worth individuals, trusts, and private equity on complex tax matters. Focus areas include domestic HWNIs, M&A, Real Estate, and...

  • Audit Senior

    1 month ago


    Manchester, United Kingdom Hays Senior Finance Full time

    Audit Senior Employer Location Manchester, England, Greater Manchester Salary GBP41000 - per annum + flexi time, 23 days holiday + benefits Closing date 10 Sep 2024 Sector Salary band Hours Where will they be working You need to or to save a job. Job Details Your new firm This market leading firm of Chartered Accountants, with a large...