At a Glance
- Tasks: Provide exceptional service to clients and support the Client Executive in managing accounts.
- Company: Join a leading Commercial Insurance Team in Inverness with hybrid working options.
- Benefits: Competitive salary, flexible working, and opportunities for professional development.
- Other info: Dynamic team environment with a focus on inclusivity and career growth.
- Why this job: Make a real impact by building relationships and enhancing client experiences in insurance.
- Qualifications: Cert CII and strong communication skills required; insurance knowledge is a plus.
The predicted salary is between 30000 - 40000 £ per year.
Our client has an excellent career opportunity for a Client Advisor to join their Commercial Insurance Team based in Inverness with the option for hybrid working. The purpose of this role is to provide an exceptional service to clients and quality support to Client Executive. Specific duties include:
- Working closely with the Client Executive with responsibility for the day-to-day servicing of client accounts.
- Applying insurance knowledge & principles to day-to-day work queries.
- Ability to apply standard policy wording, extensions and limitations.
- General understanding of the underwriting, claims and broking processes.
- Acting as a point of reference with insurers and dealing with negotiations.
- Working to business operational standards, policy and processes.
- Having awareness of the different distribution channels.
- Building positive working relationships with internal colleagues and teams.
- Using client applications as defined by the business including invoicing and data quality.
- Maintaining own learning & CPD and a thorough understanding and application of the Client Journey.
Qualifications
- Cert CII
Experience/skills
- Excellent communication, administration and decision-making skills.
- Sound technical knowledge of the insurance industry with reference to commercial insurance.
- Ability to organise workflow, prioritising tasks and managing own time.
- Confident in using Microsoft Suite.
- Working knowledge of broking processes and regulatory standards.
- Up to date knowledge of FCA compliance rules.
- Competent user of insurance client system; Acturis and advantage.
- Confident in both raising & receiving concerns & know how to appropriately escalate issues.
- Engaging with other team members to achieve better customer outcomes.
- Encouraging others to embrace an inclusive culture.
- Considering the wider context of situations & dealing with any ambiguities.
- Consistently role modelling professional principles, values & personal integrity in order to build trust.
- Ensuring stakeholders have the information & tools necessary to make capable & confident decisions.
Client Advisor in London employer: Castle View Personnel
As a Finance Administrator in Inverness, you will join a dynamic and supportive team that values detail-oriented individuals who are passionate about delivering high-quality financial support. The company fosters a collaborative work culture, offering opportunities for professional growth and development, while also providing a competitive salary and the potential for long-term employment. With a focus on employee well-being and a commitment to excellence, this role is perfect for those seeking meaningful and rewarding work in a thriving environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Advisor in London
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Castle View Personnel). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Castle View Personnel. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Client Advisor in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Castle View Personnel.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Castle View Personnel. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Castle View Personnel
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Castle View Personnel to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Castle View Personnel, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Castle View Personnel's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
