Senior Insurance Adviser
1 month ago
Job Role: Senior Insurance Adviser
We are seeking a highly skilled Senior Insurance Adviser to join our team at Lawes Insurance Recruitment. As a key member of our Client Adviser Team, you will assist the Team Leader and Divisional Manager in accordance with Group objectives, procedures, and standards.
Key Responsibilities:- Report to the Client Adviser Team Leader on a monthly basis.
- Promote and support the Division both internally and externally to clients, the insurance market, and other third parties.
- Act as Account Adviser on specific nominated accounts and support other members of the division on accounts as appropriate.
- Develop new business from existing client contacts, new introductions, and own contacts.
- Shared responsibility for achievement of the business plan and budget of the Division.
- Ensure that enquiries are dealt with appropriately to experience and expertise with designated broking and placing as suitable within the team.
- Operate within the Company's systems and procedures regarding service standards, quality of documentation, credit control, and support of key insurance markets.
- Ensure accurate preparation of client registers and update as required.
- Check policy documents for accuracy and breadth of cover.
- Provide assistance to the Claims department with any relevant claims.
- Gather sufficient information to obtain Insurance Act compliant terms.
- Ensure advice given meets clients' requirements in all cases and document recommendations and reasons.
- Provide a fair analysis of the market with all potentially suitable products considered.
- Understand your FCA responsibilities and duties as defined.
- Comply with all internal systems and procedures.
- Understand and follow the Company's Procedure Manual.
- Notify any complaint immediately to the Divisional Director and actively assist in the required handling of the complaint, in line with the Group Complaints Handling Procedure.
- Committed to advancement of CPD and professional qualifications appropriate to the role and personal development.
- A high standard of integrity coupled with the ability to work in a highly regulated environment. View strong compliance as a benefit and an opportunity.
- Excellent communication skills with proven experience in managing a team and dealing with a wide range of staff issues and reporting requirements.
- The ability to manage workloads, actively delegate tasks, and adhere to reporting deadlines.
- The ability to develop and sustain relationships with clients, insurers, and colleagues.
- Minimum 5 years' experience as a Client Adviser.
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