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Insurance Client Service Specialist

1 month ago


Petersfield, Hampshire, United Kingdom Ardonagh Advisory Full time

Insurance Client Service Specialist

We're seeking a talented Insurance Client Service Specialist to join our team at Ardonagh Advisory. As a key member of our client service team, you will be responsible for building strong, trusted relationships with our clients and providing a comprehensive service to find the right insurance products to fit their needs.

Key Responsibilities:

  • Provide an effective client service, including the achievement of targets and provision of high levels of client service
  • Provide high-quality administration, including checking client documentation and ensuring queries are raised and amendments completed
  • Control your own diary system, ensuring all items are followed up by the due dates, particularly in relation to outstanding documentation from clients or insurers and premium payments
  • Provide new business quotations for all classes of insurance on request, providing relevant advice, information, and guidance
  • Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected, and relevant records and diary entries are created
  • Take instructions from existing customers in respect of alterations to existing policies, ensuring insurers are notified and records updated

Requirements:

  • Experience gained from within the insurance industry
  • Experience working with customers in an office-based role
  • Ability to bring your best self to work every day to give our clients the best possible experience
  • Proactive, analytical, and able to use your initiative to identify opportunities to retain and grow our business
  • Enthusiastic team player, able to support others, build trust, and have a positive outlook
  • Engage active listening skills, be willing to learn, and recognize when to ask for support or guidance

In return, you will be welcomed and supported by our Ardonagh Advisory family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organization that cares about you as a person and your wellbeing. Some of the other benefits include:

  • Holiday entitlement of 26 days plus bank holidays
  • Opportunity to progress your career across the entire Ardonagh Advisory family
  • Gain professional CII or ACII qualifications to enhance your knowledge and career prospects
  • Pension scheme for when you feel it's time to retire
  • 24-hour support for you and your family's physical and mental wellbeing
  • 1 day's paid volunteering day to give back to our communities
  • Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community
  • The Spotlight Awards, where we shine a light on the brightest talent across our group