Client Service Advisor - Insurance in Reading, Berkshire, UK

Employer: Page Personnel Secretarial & Business Support

Location: Reading, Berkshire, UK

Hours:

Salary: £28,000 - £35,000 per annum

Client Service Advisor - Insurance: A leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Client Details

Client Service Advisor - Insurance: A leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Description

Client Service Advisor - Insurance:

As a Client Service Advisor some of your key responsibilities will involve:

To work with Client Managers to ensure the highest level of service to each assigned Client in line with the agreed SoSA and Client Promise Plan

  • Liaise with Client Managers to fully understand the Client's business and insurance requirements,
  • Contribute to the formulation of the Service Plan, Reports, Presentations and any other client documents etc., as required including visits to Clients,
  • Communicate terms of settlement to Client, ensure premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards.
  • Comply with regulatory and other standards as directed by line management
  • Responsible for working in accordance with the company Risk Management Framework, and compliance with the company policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company,
  • Understand and comply with ICOBS rules, Sarbanes-Oxley,
  • Regulated by the Financial Conduct Authority,
  • Take ownership of problems and their resolution, seeking assistance where necessary,

Identify improvements in Client risk & insurance programme design

  • Identify potential improvements in programme design for Clients and make recommendations to Client Manager,
  • Implement recommended changes for Clients, if required.

Negotiate renewal terms, Mid Term adjustments and cover extensions

  • Come fully prepared for the internal renewal strategy meeting,
  • Undertake negotiations with insurers as agreed, marketing & negotiating terms with the company as required - fully support the broking function to achieve optimum solution for the client,
  • Preparation of comprehensive marketing presentations and the renewal report, working with the Broking Managers to prepare full cover comparisons as required,
  • Establish and develop effective working relationships with Insurers and where appropriate, differentiating with the Client; the cover, service and industry knowledge that a specific Insurer could deliver to them,

Identify revenue development opportunities on allocated Client accounts and make recommendations to Client Managers

  • Identify opportunities for revenue growth using knowledge of products/services in the wider Aon community,
  • Contribute to Client programme strategy.

Profile

Client Service Advisor - Insurance:

  • ACII or equivalent, preferred but not essential

Experience, Knowledge & Skills

  • High level of FCA Principle and Procedures,
  • Good level of technical knowledge in the major and pecuniary classes, Property / Casualty and Combined.
  • Organised, with the ability to prioritise so work is delivered accurately and on time Embrace change and react positively,
  • Takes responsibility for own development.

Job Offer

£28,000 to £35,000 dependant upon experience, additionally an excellent package.

Similar Jobs