Client Adviser – South East (Corporate)

PURPOSE OF ROLE

To provide an exceptional service to clients and quality support to Client Executive(s).

KEY RESPONSIBILITIES / TASKS

• Working closely with the Client Executive (or similar) with responsibility for the day-to-day servicing of client accounts.
• Applies insurance knowledge and principles to day-to-day work queries.
• Ability to apply standard policy wording, extensions and limitations.
• Has a general understanding of the underwriting, claims and broking processes.
• To act as point of reference with insurers and dealing with negotiations.
• Working always to business operational standards, policy and processes.
• Having awareness of the different distribution channels.
• To build positive working relationships with internal colleagues and teams.
• To use client applications accurately and as defined by the business including invoicing and maintaining data quality.
• To look for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues.
• To maintain own learning and CPD.
• Through understanding and application of the Client Journey and Partners& Difference.
• Displays our PACE Values through behaviours with all stakeholders.

QUALIFICATIONS

• Cert CII or working towards.

EXPERIENCE / SKILLS

• Excellent communication, administration and decision-making skills.
• Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
• Ability to organise workflow, prioritising tasks and managing own time.
• Confident in using Microsoft Suite.
• Working knowledge of broking processes and regulatory standards.
• Up to date knowledge of FCA compliance rules.
• Competent user of insurance client system; Acturis an advantage.
• Confident in both raising & receiving concerns & know how to appropriately escalate issues.
• Engage with other team members to achieve better customer outcomes.
• Encourage others to embrace an inclusive culture.
• Consider the wider context of situations & deal with any ambiguities.
• Consistently role model professional principle, values & personal integrity in order to build trust.
• Ensure stakeholders have the information & tools necessary to make capable & confident decisions.