Client Adviser

at  VERLINGUE

Job Advert
Job title
Client Adviser
Department
Commercial
Location
Manchester
Reporting to
Commercial Deputy Client Service Manager
Main purpose of job
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.
Company Vision
To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high.
Department Overview
Verlingue have established Client Services teams in Manchester. Currently the Commercial 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 Manchester and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.
Key Accountabilities

General Responsibilities

• Maintaining relationship, interaction and liaising with insurers 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 (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
• 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

QUALIFICATIONS

• Cert CII
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SKILLS, KNOWLEDGE & ATTRIBUTES

• Previous experience in the insurance industry preferably with the Commercial Client Servicing experience

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• Good working knowledge of the Acturis system

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• Good working knowledge of on-line broking systems

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• Good working knowledge of General Commercial Lines business and the Broking market

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• A willingness to pursue professional qualifications

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

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• Excellent and accurate administration

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• Ability to utilise IT for maximum advantage

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

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• Good relationship building and influencing skills

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• Aligned with the Verlingue values and behaviours

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• Maintaining relationship, interaction and liaising with insurers 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 require