Insurance Advisor
4 weeks ago
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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