Client Adviser – South East (Corporate)

PURPOSE OF ROLE

To provide an exceptional service to clients and quality support to Client Executive(s).

Key Responsibilities / Tasks

1. Working closely with the Client Executive (or similar) with responsibility for the day-to-day servicing of client accounts.
2. Applies insurance knowledge and principles to day-to-day work queries.
3. Ability to apply standard policy wording, extensions and limitations.
4. Has a general understanding of the underwriting, claims and broking processes.
5. To act as point of reference with insurers and dealing with negotiations.
6. Working always to business operational standards, policy and processes.
7. Having awareness of the different distribution channels.
8. To build positive working relationships with internal colleagues and teams.
9. To use client applications accurately and as defined by the business including invoicing and maintaining data quality.
10. To look for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues.
11. To maintain own learning and CPD.
12. Through understanding and application of the Client Journey and Partners & Difference.
13. Displays our PACE Values through behaviours with all stakeholders.

Qualifications

1. Cert CII or working towards.

Experience / Skills

1. Excellent communication, administration and decision-making skills.
2. Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
3. Ability to organise workflow, prioritising tasks and managing own time.
4. Confident in using Microsoft Suite.
5. Working knowledge of broking processes and regulatory standards.
6. Up to date knowledge of FCA compliance rules.
7. Competent user of insurance client system; Acturis an advantage.
8. Confident in both raising & receiving concerns & know how to appropriately escalate issues.
9. Engage with other team members to achieve better customer outcomes.
10. Encourage others to embrace an inclusive culture.
11. Consider the wider context of situations & deal with any ambiguities.
12. Consistently role model professional principle, values & personal integrity in order to build trust.
13. Ensure stakeholders have the information & tools necessary to make capable & confident decisions.

#J-18808-Ljbffr