CBU Client Adviser

Description

Position: CBU Client Adviser
Team: CBU Team
Reports to: CBU Client Service Manager 

 

Who are we?

Verlingue are an established, prominent independent family-owned Insurance Broker & Employee Benefits Consultancy with the long-term vision of becoming the recognised leading business of this type in Europe.  Operating from offices throughout France, Switzerland and the UK, Verlingue employ over 1,000 people, have income of around €100M and place nearly €2BN of premiums on behalf of clients.

In the UK we trade under the names Verlingue and NBJ London Markets. 

• We employ 180 people and have offices located in Manchester, Egham, Redhill and London.
• Verlingue are leading corporate Insurance Brokers providing Insurance, Risk Management and Employee Benefit services to businesses and Private Clients.
• NBJ London Markets are a specialist Lloyds & London Market broker providing access to unique products and services with capabilities to place business internationally.
• We identify with high standards of knowledge, professionalism and ethical practices throughout the organisation.  We are recognised as part of an exclusive group of fewer than 200 Chartered Insurance Brokers.
• Ranked in the top 10 independent commercial insurance broking businesses in the UK, placing £135M of premium.
• Clients range from FTSE 250 to SME, HNW / connected Private Clients and other Retail brokers.

Our success is based around our people delivering high quality service, excellent working relationships and meaningful results for our clients, including provision of a single stop advisory service.  We offer the certainty of long-term relationships to clients, our insurer market and our people.  This sets us apart from our competitors.

For further background please visit www.verlingue.co.uk and www.nbjlondonmarkets.com

The Team

Verlingue have established Client Services teams in Manchester, Redhill, and Egham. This role can be based in our Egham, Redhill or Manchester office, and will be part of the Redhill which is currently made up of 3 other CBU Client Advisers. Currently the CBU team work with premium of up to £10,000 & generally with two preferred Providers The volume of business is rising rapidly and career opportunities within Redhill and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.

The Role

To provide a quality service to clients in respect of renewal and new business insurance arrangements advising, arranging, and securing appropriate cover for our clients’ demands and needs.

Key Responsibilities

General responsibilities	Maintaining relationship, interaction and liaising with client on day-to-day basis Maintaining relationship, interaction and liaising with insurers on day-to-day basis Processing MTA’s and administration Ensuring all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures and full utilisation of Acturis. To answer the telephone, ensuring that information given is accurately recorded To update knowledge of insurance market as & when developments occur To continue improvement in technical insurance knowledge.  A minimum of Cert CII will be required within 12 months of employment To liaise with accounts department as and when required
New Business	Broking clients under £10k premium (or passing to Corporate) and Scheme / Facility business Invoicing Policy wordings – checking correct and suitable for client demands, needs and cover requirements Risk Register production Premium Finance administration
Renewal Business	Updating records with any changes to client demands, needs, cover requirements, Fact Finds and underwriting information. Production of initial draft Broking presentation for Broker. Pipeline register completion Obtaining terms from holding insurers Renewal Report production Invoicing Premium finance negotiation and administration Risk Register production Policy wordings – ensuring correct and suitable for client demands, needs and cover requirements

Person Specification

• Entry level of A level education or equivalent (including apprenticeship scheme), or some previous industry experience
• Commitment to working towards Cert CII
• IT savvy, fully Competent in Microsoft Office products

• Willingness and ability to learn quickly

• A Can-do attitude with excellent communication skills, both written and verbal

• Drive to achieve results, solve problems and deliver service and ability to work to deadlines