Insurance Advisor

4 weeks ago


Leeds, Leeds, United Kingdom The Skills Coalition Full time
Job Opportunity

We are seeking a highly skilled and motivated individual to join our team as a Client Advisor. As a key member of our business, you will play a vital role in providing exceptional service to our SME clients.

Key Responsibilities

  • Provide proactive service to clients and prospective SME clients through the adoption and implementation of the Client Journey.
  • Work collaboratively as a team to write, renew, and service SME clients using the full end-to-end broking process.
  • Respond to client issues in a timely manner.
  • Build positive working relationships with Claims and the wider broking teams for technical or client referral.
  • Act as a point of reference with insurers in negotiating terms for clients.
  • Adhere to our business operational standards, policies, and processes.
  • Utilize client applications accurately and as defined by the business, including invoicing and maintaining data quality.
  • Identify opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues and our ecosystem.
  • Maintain own learning and CPD.
  • Demonstrate alignment and commitment to our clients' values (PACE).

Requirements

  • Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
  • Demonstrable ability to provide a responsive first-class service to clients.
  • Excellent verbal and written communication and administration skills.
  • Active listening skills.
  • Knowledge of the wider offering.
  • Ability to organize workflow, prioritize tasks, and manage own time.
  • Confident user of technology and software, e.g., MS Office and Outlook.
  • Working knowledge of broking processes and regulatory standards.
  • Working knowledge of FCA compliance rules.
  • Competent user of insurance client system; Acturis an advantage.

About Us

We are a rapidly growing business that is passionate about our people and clients. Our purpose is to interact with clients in a more holistic and dynamic way and to challenge the norm. We have created an ecosystem that includes other like-minded professionals, and we believe having great individuals in our business makes for a great client experience.


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