Insurance Client Service Executive

5 days ago


Cheltenham, Gloucestershire, United Kingdom Howden Insurance Brokers Ltd Full time
About the Role

We are seeking a highly skilled and experienced Insurance Client Service Executive to join our team at Howden Insurance Brokers Ltd. As a key member of our client service team, you will be responsible for delivering an exceptional level of service to our clients, ensuring their needs are met and exceeded.

Key Responsibilities
  • Assist in achieving client retention targets by providing a high level of service and ensuring client satisfaction.
  • Liaise effectively with the Account Executive to develop and implement a strategy for client renewal, attend client meetings as necessary, and action meeting points.
  • Obtain renewal terms and present to clients in a clear and concise manner.
  • Produce and issue professional summaries and reports using Howden templates.
  • Issue renewal documentation in line with contract certainty and ensure premiums are collected prior to the commencement of cover.
  • Prioritize and handle all work promptly and accurately, ensuring all queries are handled in a professional manner and processed effectively in line with service standards.
  • Record all relevant information, correspondence, and documentation on Acturis and make effective use of the diary system.
  • Produce accurate and professional documentation at all times using relevant Howden templates.
  • Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
  • Refer all queries that fall outside your own experience, knowledge, and authority to senior staff.
Requirements
  • Working knowledge of all main classes of general insurance and the CII's Code of Ethics and GDPR.
  • Minimum of 2 years' experience working in the insurance industry.
  • Responsibility for own personal development and for keeping own knowledge up to date by the use of e-learning, in-house courses, and studying for professional qualifications in order to gain and required CPD points.
Skills and Qualifications
  • Excellent level of technical insurance skills, to be assessed by regular in-house testing.
  • Accuracy and attention to detail.
  • Ability to process work quickly and efficiently.
  • Ability to prioritize work and meet deadlines.
  • Excellent client service skills.
  • Excellent level of negotiation and broking skills.
  • Excellent oral and written communication skills.
  • Ability to gather and analyze information from the client.
  • Ability to identify and respond appropriately to an individual client's level of understanding.
  • Ability to persuade and influence others.
Our Culture

At Howden, we are a people-first business, driven by our values of employee ownership, aligned external investors, trust and integrity, expertise, and independence. We are committed to creating a culture of collaboration and innovation, where our employees are empowered to think bigger and challenge convention.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking to join a dynamic and growing organization, please submit your application.


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