Job Description

Job Advert


Job title



Client Adviser



Department



Commercial



Location



Manchester



Reporting to



Commercial Client Service Manager



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.



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



Verlingue's Manchester office is home to a well-established and fast-growing Client Services teams. The Commercial division specialises in supporting clients with income levels of up to 5,000. As the portfolio continues to expand, there are strong opportunities for progression within both the Commercial team and the wider Verlingue Group for individuals who demonstrate technical capability, client excellence, and a proactive approach to their development.



Key Accountabilities



General Responsibilities



Building and maintaining positive working relationships with clients, insurers, and internal colleagues Managing mid-term adjustments (MTAs) and associated administration accurately and efficiently 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 (or referring to Corporate 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

Renewal Business



Updating client records and policies with any changes to demands and needs, cover requirements, and underwriting information Preparing broking presentations where risks is 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 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

Desirable

Qualifications

Cert CII


X

Skills, Knowledge & Attributes

Previous experience within the insurance industry, ideally in Commercial Client Servicing


X



Good working knowledge of General Commercial Lines business and the Broking market


X



Excellent communication skills, both written and verbal, with a professional and client-focused approach


X



High level of accuracy and attention to detail in administration and documentation


X



Proficient in IT, including Microsoft Word, Excel, Outlook, and confident in learning new systems


X



Strong organisational and time management skills, with the ability to manage competing priorities and meet deadlines


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Positive, proactive attitude with the ability to take ownership and solve problems effectively


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Builds and maintains strong working relationships with clients, colleagues, and insurers


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Demonstrates professionalism, integrity, and a commitment to delivering excellent client service


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Good working knowledge of the Acturis system


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Familiarity with e-trade and online broking platforms


X