Job Description

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Role Profile

Job title



Client Adviser



Department



Corporate



Location



Staines or Redhill



Reporting to



Client Service Manager



Main purpose of job



To provide a quality service to clients in respect of renewal and new business insurance arrangements advising on, 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 have established Client Services teams in Manchester, Redhill, and Staines. The Corporate team is currently made up of 16 other Corporate Client Advisers, split across 3 offices. The volume of business is rising rapidly and career opportunities within Corporate and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.



Key Accountabilities



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 Attend client visits and when appropriate contribute/support CD with answering queries, this will be done in conjunction with the CD (either in person or via MS Teams) Start to input with programme design by identifying potential gaps in cover or at least having the discussion with CD Answering client queries in an efficient and accurate manner and ensuring that we are managing expectations Open to the potential of developing a specialist subject (E.G Cyber or Construction)

New Business



Broking clients under 10k premium (or passing to CBU) and Scheme / Facility business Production of initial draft Broking presentation for Broker (if we are pre-appointed) for clients over 10k premium Invoicing Risk Register production

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. Liaising with CD / Broker on broking strategy to be employed Obtaining terms from holding insurers Producing a professional renewal report which meets the clients expectations and is fully compliant Prepare renewal pack to a strong standard with minimal input Invoicing within the agreed SLAs Risk Register production Policy wordings - ensuring correct and suitable for client demands, needs and cover requirements Review claims experience and notify CD ahead of renewal if they feel there will be any issues Start to get involved with contract reviews, with the guidance of more senior members of the team undertake some basic reviews

Person Specification

Essential

Desirable

Qualifications

Cert CII


X



Dip CII


X

Skills, Knowledge & Attributes

Considerable experience in the insurance industry preferably with Corporate Client Servicing experience


X



Excellent attitude to continued learning and development. Adaptable, proactive, and eager to learn in a fast-paced environment


X



Target book size of 350,000 - 450,000 made up of 'mid-range' cases


X



Proficient in Microsoft Office applications, in particular Excel and Word


X



Strong working knowledge of the Acturis system or similar insurance software


X



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


X



A can-do attitude with excellent communication skills, both written and verbal


X



Ability to work independently, to deadlines and multitask in order to get required work done


X



Openly keep updated with changes in the wider market and promote discussions within the team when necessary.


X



Professional and able to demonstrate the correct values and behaviours: integrity, good attention to detail, and commitment to client service excellence. Implement these values and behaviours to start to drive the culture within the team


X