Client Advisor / Senior Client Advisor
Location: Twickenham area
Hours: 8.45am – 5.00pm Monday – Friday
Salary: £40, 000 – £42, 000 per annum plus generous benefits package
An exciting opportunity for an experienced, commercially astute broker to join our fast-paced Corporate, Media & Entertainment team. You will be dealing with a broad spectrum of existing clients, offering bespoke insurance solutions, for all classes of Commercial Insurance.
You will be the first point of contact for your clients and will use this to build and manage key relationships. You’ll gain exposure to all aspects of managing your own portfolio of clients, through to assisting new business opportunities.
Key tasks and responsibilities:
- Provide a positive client experience through careful and tailored communication
- Manage renewals with accuracy and confidence
- Confidently deal with renewals and placing policies
- Generate new business and identify cross-selling and upselling opportunities
- Handle Mid-Term Adjustments
- Provide support to other members of the team by way of maintaining Acturis records (full training provided), obtaining e-Traded quotes and renewal terms via Acturis, assisting with matters arising from Acturis reporting as and when required
Person Specification:
Playing an integral part in the team, you will have a solid knowledge of all Commercial products including Property/ Business Interruption, Personal Indemnity, Liabilities and Cyber & Crime), and be able to effectively take ownership of our large client base with positivity, passion and professionalism.
- Excellent technical understanding of Commercial products (Property Owners, Fleet, Construction, Manufacturing etc.) and solid experience within the commercial market
- Organisation, accuracy and attention to detail
- The ability to build and maintain long-lasting client relationships
- Passion, energy and a strong customer service ethos
- Effective, confident & considerate communication and an ability to adapt your communication style accordingly
- Intuitive thinking and strong decision-making skills
- The desire to learn more and participate in regular training sessions
- Be Cert qualified as a minimum and ready to take on your Diploma