Commercial Insurance Client Advisor

Job Title: Commercial Insurance Client Advisor

Contract: Permanent

Location: Surrey                

Salary: £25,000 – £30,000

Broker

We are working closely with a well-established Broker, prominent independent family-owned Insurance Broker & Employee Benefits Consultancy.

They employ 180 people and have offices located throughout the UK.

This broker is a leading corporate Insurance Brokers providing Insurance, Risk Management and Employee Benefit services to businesses and Private Clients.

Their success is based around their people delivering high quality service, excellent working relationships and meaningful results for their clients, including provision of a single stop advisory service. They offer the certainty of long-term relationships to clients, There insurer market and their people. This sets them apart from their competitors.

The Team

This Broker have established Client Services teams throughout their offices. This role will be based in Surrey. which is currently made up of a team of 4. The volume of business is rising rapidly and career opportunities within Surrey and in the wider group are excellent should individuals demonstrate the required skills and success in their role.

The Role

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.

General responsibilities

• Maintaining relationship, interaction and liaising with client on day-to-day basis.
• Maintaining relationship, interaction and liaising with insurers on day-to-day basis.
• Processing MTA’s and administration.
• Ensuring all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures and full utilisation of Acturis.
• To answer the telephone, ensuring that information given is accurately recorded.
• To update knowledge of insurance market as & when developments occur.
• To continue improvement in technical insurance knowledge.  A minimum of Cert CII will be required within 12 months of employment.
• To liaise with accounts department as and when required

New Business

• Broking clients under £10k premium (or passing to Corporate) and Scheme / Facility business
• Invoicing
• Policy wordings – checking correct and suitable for client demands, needs and cover requirements
• Risk Register production
• Premium Finance administration (Surrey only)

Renewal Business

• Updating records with any changes to client demands, needs, cover requirements, Fact Finds and underwriting information.
• Production of initial draft Broking presentation for Broker.
• Pipeline register completion
• Obtaining terms from holding insurers
• Renewal Report production
• Invoicing
• Premium finance negotiation and administration
• Risk Register production
• Policy wordings – ensuring correct and suitable for client demands, needs and cover requirements

Person Specification

• Minimum of 3 years in the insurance industry preferably with Commercial Client Servicing experience
• Good working knowledge of the Acturis system
• Good working knowledge of on-line broking systems
• Good working knowledge of General Commercial Lines business and the Broking market
• A willingness to pursue professional qualifications
• A Can-do attitude with good communication skills, both written and verbal
• Excellent and accurate administration
• Ability to utilise IT for maximum advantage
• Drive to achieve results, solve problems and deliver service and ability to work to deadlines
• Good relationship building and influencing skills

For a full brief please contact one of our specialist consultants:-

Tel: 0203 411 8430

Email: admin@lawesgroup.co.uk