Client Service Advisor

Client Service Advisor

Cheltenham Full-Time 28800 - 43200 £ / year (est.) No home office possible
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The Ardonagh Group

At a Glance

  • Tasks: As a Client Service Advisor, you'll handle new business and renewals while building relationships with customers and brokers.
  • Company: Join The Ardonagh Group, a dynamic insurance company that values its people and community.
  • Benefits: Enjoy 26 days holiday, career progression, professional qualifications, and 24-hour wellbeing support.
  • Why this job: This role offers a chance to grow your career in a supportive environment with a focus on personal development.
  • Qualifications: Knowledge of the insurance market and strong communication skills are essential for this role.
  • Other info: Be part of a diverse team committed to inclusion and community impact.

The predicted salary is between 28800 - 43200 £ per year.

We’re on the hunt for a talented and engaging Client Service Advisor to come and join the Towergate Insurance Lifestyle division in Cheltenham.

As a Client Service Advisor you will be required to process new business and renewal cases, contributing to the achievement and delivery of the business objectives through our commercial product suite. You will handle calls with direct customers and brokers alike, develop a working relationship with the insurer through regular referrals and maintain service levels agreements when issuing documentation.

Key Responsibilities include:

• Handle new business, renewals and mid-term adjustments and referrals within your authority, issuing relevant supporting documentation

• Contribute to attainment of team income objectives for both New Business and Retention through a successful trading philosophy

• Comply with binder, internal process and procedures including adherence to compliance

• Build professional and longstanding relationships with brokers and direct customers alike

• Build and retain the confidence of the insurer by developing a strong relationship and profitable risk portfolio

• Undertake training in line with agreed objectives and keep up to date with technical, legal and market requirements maximising all learning tools available, including ongoing desk side coaching

• Manage team e-mail Inbox, ensuring timely actions and responses to our customers

• Contribute to the quality assurance scorecard of Insurers, through attainment of own quality and technical audits and reviews

What experience does our Client Service Advisor need?

  • Knowledge of insurance market and insurance products
  • Responsibility for owning caseload within a regulatory environment, following due process and within set authority limits
  • Negotiation – ability to deal with partners, insurers, brokers and internal colleagues
  • The ability to construct a strong report/rationale and be able to communicate this effectively
  • Ability to analyse complex information and draw out the relevant facts
  • Knowledge of insurance market and insurance products
  • Understanding pricing, loss ratios, margins and profitability
  • Ability to communicate effectively with stakeholders at all levels through multiple platforms, i.e. telephony, Email etc

In return you will be welcomed and supported by our Ardonagh family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

• Holiday entitlement of 26 days plus bank holidays

• Opportunity to progress your career across the entire Ardonagh family

• Gain professional CII or ACII qualifications to enhance your knowledge and career prospects

• Pension scheme for when you feel it’s time to retire

• 24-hour support for you and your families physical and mental wellbeing

• 1 days paid volunteering day to give back to our communities

• Ardonagh Community Trust (ACT) – Raising funds for charity with donation matching in your local community

• The Spotlight Awards, where we shine a light on the brightest talent across our group

#AIB

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.

Click here to see our standard benefits page

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Client Service Advisor employer: The Ardonagh Group

The Ardonagh Group is an exceptional employer that prioritises the well-being and professional growth of its employees. Located in Cheltenham, the company offers a supportive work culture with opportunities for career advancement, including the chance to gain professional qualifications. With generous benefits such as 26 days of holiday, a pension scheme, and a commitment to diversity and inclusion, The Ardonagh Group fosters an environment where employees can thrive both personally and professionally.
The Ardonagh Group

Contact Detail:

The Ardonagh Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Service Advisor

✨Tip Number 1

Familiarise yourself with the insurance market and products. Understanding the nuances of different insurance offerings will not only help you in conversations but also demonstrate your commitment to the role.

✨Tip Number 2

Practice your communication skills, especially over the phone and via email. As a Client Service Advisor, you'll need to convey complex information clearly and effectively to various stakeholders.

✨Tip Number 3

Build your negotiation skills. Being able to negotiate effectively with brokers and insurers is crucial, so consider role-playing scenarios or seeking feedback from peers to improve.

✨Tip Number 4

Network within the industry. Attend local insurance events or join online forums to connect with professionals. This can provide insights into the role and may even lead to referrals.

We think you need these skills to ace Client Service Advisor

Knowledge of insurance market and products
Customer service skills
Strong communication skills
Negotiation skills
Ability to analyse complex information
Attention to detail
Time management skills
Relationship building
Understanding of compliance and regulatory processes
Proficiency in using multiple communication platforms (telephony, email, etc.)
Ability to work within authority limits
Problem-solving skills
Team collaboration
Adaptability to changing environments

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Client Service Advisor position. Tailor your application to highlight relevant experience in handling new business, renewals, and customer relationships.

Highlight Relevant Experience: In your CV and cover letter, emphasise your knowledge of the insurance market and any previous roles that involved negotiation or managing a caseload. Use specific examples to demonstrate your ability to communicate effectively with stakeholders.

Showcase Your Skills: Make sure to showcase skills that are crucial for this role, such as analytical abilities, attention to detail, and proficiency in using multiple communication platforms. Mention any training or qualifications related to insurance that you possess.

Craft a Compelling Cover Letter: Write a cover letter that not only expresses your enthusiasm for the role but also connects your personal values with the company's commitment to diversity and inclusion. This will show that you align with their culture and mission.

How to prepare for a job interview at The Ardonagh Group

✨Know Your Insurance Basics

Make sure you brush up on your knowledge of the insurance market and products. Being able to discuss these confidently will show that you're well-prepared and understand the industry.

✨Demonstrate Your Communication Skills

As a Client Service Advisor, you'll need to communicate effectively with various stakeholders. Practice articulating your thoughts clearly and concisely, whether it's through phone calls or emails.

✨Build Rapport

During the interview, focus on building a connection with your interviewer. Show genuine interest in their experiences and the company culture, as this reflects your ability to build relationships with clients and brokers.

✨Prepare for Scenario Questions

Expect questions that assess your problem-solving and negotiation skills. Prepare examples from your past experiences where you've successfully handled complex situations or built strong relationships, as this will highlight your suitability for the role.

Client Service Advisor
The Ardonagh Group
Location: Cheltenham
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