Assistant Client Advisor

2 weeks ago

Redhill, United Kingdom Aimee Willow Connex Full time

The Role:
Provide a day-to-day technical, competent, responsive, professional and efficient administrative service to clients, whilst supporting client retention through assisting Client Directors with Renewals & New Business, and providing support to the Client ServiceTeam.

General Responsibilities:

- To provide a positive contribution to the team objectives
- To ensure that all information, conversations and meetings with

clients/prospects/underwriters and relevant business contacts are

recorded accurately
- Client assistance on the use of Insurers on-line systems
- To update knowledge of insurance market as and when

developments occur
- To continue improvement in technical insurance knowledge
- Ensuring prompt premium debiting & system processing.

Renewals & New Business Support:

- To assist the Team with preparation work for the Renewals of our

existing clients and with New Business enquiries received by the

Team.
- To prepare documentation for Client Director Renewals & New

Business in line with departmental standards, so that negotiations

with underwriters produce the most competitive premiums and best

insurance coverage for clients.
- To process Renewals & New Business, including issuing On-Risk

notices, policy documentation and debiting within the departmental

timescales.

Day to Day Servicing:

- To ensure that all additional Cover/Limits requested during the year are effected with insurers immediately and confirmed in writing.
- To monitor Buyer/Credit Limit developments from Cancellations/reductions appeals and new aplications
- To administer Claims handling with support from the Team
- Administration of Client portfolio and support to Line Manager &
Client Directors
- To keep Client Directors/Manager informed of significant

developments
- To check and process policy documents/endorsements for accuracy prior to dispatch to clients
- Administration of debt collection service
- To ensure that all records (file and computer) are accurate during the currency of the insurance to reduce Errors & Omissions exposure
- To refer all complaints to the Complaints Officer immediately

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