At a Glance
- Tasks: Provide top-notch insurance advice and secure the best cover for clients.
- Company: Join a fast-growing, family-owned insurance brokerage in Manchester.
- Benefits: Competitive salary, career progression, and a supportive team environment.
- Other info: Dynamic workplace with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while developing your insurance expertise.
- Qualifications: 3 years of insurance experience and strong communication skills required.
The predicted salary is between 35550 - 43450 £ per year.
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, at a fair premium.
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
The Commercial division at Verlingue was established to specialise in supporting clients across our insurance business with income levels of up to £5,000. Our focus is on delivering outstanding service while building trusted, long‑term relationships with both our Domestic and International clients. Now an established and fast‑growing team within our Manchester branch, the division offers an ambitious and collaborative environment with clear progression opportunities for experienced professionals. The Commercial division is set up to support and encourage individuals to demonstrate strong technical capability, exceptional client service, and a proactive drive to develop their profile and career, across both new and existing business.
Key Accountabilities
- Building and maintaining positive working relationships with clients, insurers, and internal colleagues
- Ensuring all documentation, communication, and invoicing are issued compliantly and within agreed SLAs
- Maintaining accurate and up-to-date records on Acturis, including call notes, correspondence, and activity logs
- Handling inbound and outbound client calls professionally, ensuring all information is clearly recorded and appropriately actioned
- Staying informed on market developments, insurer appetite, and industry updates
- Actively developing technical insurance knowledge, with a minimum of Cert CII to be achieved within 12 months of employment
- Liaising with the Accounts team to support premium payments, resolve queries, and assist with reconciliations where required
New Business
- Broking clients with income up to £5,000 (referring to our Corporate colleagues where appropriate) and managing Scheme / Facility business
- Invoicing and policy administration within SLA’s
- Assessing insurer quotations - checking accuracy, suitability against the client’s demands and needs, and alignment with cover requirements
- Comparing multiple quotes to ensure best value and appropriate coverage
- Producing and maintaining Risk Registers
- Premium Finance administration
Existing Business
- Updating client records and policies with any changes to demands and needs, cover requirements, and underwriting information
- Preparing broking presentations where risks are not suitable for e-trade
- Obtaining and negotiating renewal terms from holding insurers and alternative markets, comparing quotes to ensure suitability and value for the client’s demands and needs
- Producing and issuing a fully compliant renewal report and supporting documentation
- Managing mid-term adjustments (MTAs) and associated administration accurately and efficiently
- Managing invoicing and premium finance administration within SLA’s
- Reviewing and issuing documentation to clients, ensuring accuracy and completeness
- Providing regular updates to clients throughout the renewal process
Person Specification
Essential
- Cert CII
Desirable
- Minimum of 3 years insurance industry experience, ideally with a Commercial Client broking background
- Good working knowledge of General Commercial Lines business and the Broking market
- Excellent communication skills, both written and verbal, with a professional and client-focused approach
- High level of accuracy and attention to detail in administration and documentation
- Proficient in IT, including Microsoft Word, Excel, Outlook, and confident in learning new systems
- Strong organisational and time management skills, with the ability to manage competing priorities and meet deadlines
- Positive, proactive attitude with the ability to take ownership and solve problems effectively
- Builds and maintains strong working relationships with clients, colleagues, and insurers
- Demonstrates professionalism, integrity, and a commitment to delivering excellent client service
- Good working knowledge of the Acturis system
- Familiarity with e-trade and online insurer broking platforms
Commercial Client Adviser in Manchester employer: Verlingue
Verlingue is an exceptional employer that prioritises client relationships and employee development, making it an ideal place for a Client Executive to thrive. With a strong focus on teamwork and customer obsession, employees benefit from a supportive work culture that encourages professional growth and offers opportunities to engage with diverse clients. Located in a dynamic environment, Verlingue provides unique advantages such as participation in client entertainment and strategic planning, ensuring that every team member plays a vital role in delivering outstanding service.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Client Adviser in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Verlingue. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Commercial Client Adviser in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Verlingue.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Verlingue's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Verlingue
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Verlingue.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Verlingue will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Verlingue employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
