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  • Position: Senior Client Adviser
  • Location: Manchester, Staines or Redhill

Description

Job title: Sernior Client Advisor

Department: Corporate

Reporting to: Client Service manager

Main purpose of job: To provide a quality service to clients in respect of renewal and new business insurance arrangements advising on, arranging, and securing appropriate cover for our clients' demands and needs.

Company Vision: To build a large, European, independant, family owned insurance brokerage group in which talents blossom and client satisfaction is continually high.

Department Overview: Verlingue has established Client Services teams in Manchester, Redhill, and Staines. The Corporate team is currently made up of 16 other Corporate Client Advisers, split across 3 offices. The volume of business is rising rapidly and career opportunities within Corporate and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role. 

 

Key Accountabilites

General Responsbilites:

  • 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
  • Risk Register production

 

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.
  • Liaising with CD / Broker on broking strategy to be employed
  • Obtaining terms from holding insurers
  • Renewal Report production
  • Invoicing
  • Risk Register production
  • Policy wordings – ensuring correct and suitable for client demands, needs and cover requirements

 

 

Person Specification

 

Essential

Desirable

Qualifications

 

 

Cert CII

Yes

 

Dip CII

 

Yes

Skills, Knowledge & Attributes

 

 

Considerable experience in the insurance industry preferably with Corporate Client Servicing experience

Yes

 

Target book size of £500,000 made up of larger cases

Yes

 

Strong working knowledge of the Acturis system

Yes

 

Extensive working knowledge of General Commercial Lines business and the Broking market

Yes

 

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

Yes

 

Ability to work to deadlines and multitask in order to get required work carried out

Yes

 

 

Equal Opportunities

Verlingue are an equal opportunity employer and we welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability, or sexual orientation.