Client Advisor Job Leeds area,England UK,Insurance

Leeds, United Kingdom | Posted on 21/10/2024

Work Experience 2+ years to Senior 7+ years
City Leeds
Province West Yorkshire
Country United Kingdom
Postal Code LS1

Job Description

If you’re considering a new chapter in your career andwould like to work with a people-centric, collaborative, and values-driven business, we have an opportunity for you. We’re looking for positive people with a can-do attitude to join our family.

We are a rapidly growing business that is passionate about our people and clients. Our purpose is to interact with clients in a more holistic and dynamic way and to challenge the norm. We have created an ecosystem that includes other like-minded professionals & we believe having great individuals in our business makes for a great client experience.

The Role:

The purpose of the role is to provide a first-class end-to-end service for SMEclients.

Responsibilities

To provide a first-class proactive service toclients and prospective SME clients through the adoption and implementation ofthe Client Journey
To work collaboratively as a team to write,renew and service SME clients using the full end-to-end broking process.
Responding to client issues in a timely manner.
To build positive working relationships with Claims and the wider broking teams for technical or Client referral.
To act as a point of reference with insurers in negotiating terms for Clients.
Always working to our business operational standards, policies and processes.
To use client applications accurately and asdefined 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 and our ecosystem.
To maintain own learning and CPD.
Alignment and demonstration of our clients’values (PACE).

Requirements Experience/Skills

Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
Demonstrable ability to provide a responsive first-class service to clients.
Excellent verbal and written communication and administration skills.
Knowledge of the wider offering.
Ability to organise workflow, prioritise tasksand manage own time.
Confident user of technology and software e.g.MS Office and Outlook.
Working knowledge of broking processes and regulatory standards.
Working knowledge of FCA compliance rules.
Competent user of insurance client system;

Acturis an advantage.