Client Advisor - Leeds OR Bolton office

If you’re considering a new chapter in your career and would like to work with a people-centric, collaborative, and values-driven business, we have an opportunity for you. We’re looking for positive people with a can-do attitude to join our family. We are a rapidly growing business that is passionate about our people and clients.

Our purpose is to interact with clients in a more holistic and dynamic way and to challenge the norm. We have created an ecosystem that includes other like-minded professionals & we believe having great individuals in our business makes for a great client experience. The Role: The purpose of the role is to provide a first-class end-to-end service for SME clients.

Responsibilities

• To provide a first-class proactive service to clients and prospective SME clients through the adoption and implementation of the Client Journey
• To work collaboratively as a team to write, renew and service SME clients using the full end-to-end broking process.
• Responding to client issues in a timely manner.
• To build positive working relationships with Claims and the wider broking teams for technical or Client referral.
• To act as a point of reference with insurers in negotiating terms for Clients.
• Always working to our business operational standards, policies and processes.
• To use client applications accurately and as defined by the business including invoicing and maintaining data quality.
• To look for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues and our ecosystem.
• To maintain own learning and CPD.
• Alignment and demonstration of our clients’ values (PACE).

Requirements

Experience/Skills

• Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
• Demonstrable ability to provide a responsive first-class service to clients.
• Excellent verbal and written communication and administration skills.
• Active listening skills.
• Knowledge of the wider offering.
• Ability to organise workflow, prioritise tasks and manage own time.
• Confident user of technology and software e.g. MS Office and Outlook.
• Working knowledge of broking processes and regulatory standards.
• Working knowledge of FCA compliance rules.
• Competent user of insurance client system; Acturis an advantage.