Insurance Client Liaison Specialist

3 weeks ago

Cheltenham, Gloucestershire, United Kingdom Howden Group Holdings Full time

We are seeking a highly skilled and experienced Client Executive to join our team at Howden Group Holdings. As a Client Executive, you will play a key role in delivering an exceptional level of service to our clients, ensuring their needs are met and exceeded.

Key Responsibilities:

  • Assist in achieving Group/Division client retention targets by providing an excellent level of service.
  • Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
  • Obtain renewal terms and present to client.
  • Produce and issue professional summaries and reports using Howden templates.
  • Issue renewal documentation in line with contract certainty.
  • Ensure premiums are collected prior to the commencement of cover and in line with Howden procedures.
  • Prioritise and handle all work promptly and accurately.
  • Handle all queries, whether written or by telephone, in a professional manner and process 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.
  • Liaise with and assist other branches and Group Resources as necessary.

Requirements:

  • Working knowledge of all the main classes of general insurance and the CII's Code of Ethics and GDPR.
  • Must have a minimum of 3 years' experience in providing specialist advice in the insurance market.
  • 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.

About Howden:

Howden Group Holdings is a leading independent insurance broker with a unique culture that values collaboration, innovation, and entrepreneurship. Our employee ownership model sets us apart in the market, creating a culture of collaboration and innovation where we're driven to think bigger and empowered to challenge convention.

Diversity & Inclusion:

We consider our people our chief competitive advantage and treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.

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