Corporate Senior Client Adviser

Apply now

  • Position: Corporate Senior Client Adviser
  • Location: Manchester

Description

Team: Manchester Corporate Client Service Team
Reports to: 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 will be based in our Egham/Manchester/Redhill team, which is currently made up of 8/12/6 other Corporate Client Advisers. The volume of business is rising rapidly and career opportunities within Egham/Manchester/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.
New Business
  • Broking clients under £10k premium (or passing to CBU) and Scheme / Facility business
  • Production of initial draft Broking presentation for Broker (if we are pre-appointed) for clients over £10k premium
  • Invoicing
  • Policy wordings – checking correct and suitable for client demands, needs and cover requirements
  • Risk Register production
  • Premium Finance administration (Surrey only)
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
  • Liaising with CD / Broker on broking strategy to be employed
  • Obtaining terms from holding insurers
  • Renewal Report production
  • Invoicing
  • Premium finance negotiation and administration (Surrey only)
  • Risk Register production
  • Policy wordings – ensuring correct and suitable for client demands, needs and cover requirements

Person Specification

  • Minimum of 5 years in the insurance industry preferably with Corporate Client Servicing experience
  • Minimum Dip CII
  • Target book size of £500,000 made up of more larger cases
  • Strong working knowledge of the Acturis system
  • Extensive working knowledge of General Commercial Lines business and the Broking market
  • A Can-do attitude with excellent communication skills, both written and verbal
  • Ability to work to deadlines and multitask in order to get required work carried out
  • Assisting the Client Services Manager with guiding, supporting and training less senior team members
You are currently offline. Some pages or content may fail to load.