Client Advisor - Leeds OR Bolton office

The Skills Coalition; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

The Skills Coalition in Leeds is seeking a proactive Insurance Client Services professional to deliver first-class service to SME clients and drive end-to-end broking processes. You will work within a collaborative team, handle client inquiries, and support renewals and referrals, upholding regulatory standards.

This role emphasizes a people-centric, values-driven approach and offers opportunities for growth within a rapidly expanding business serving diverse client needs.

Qualifications

• 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.
• 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.

Responsibilities

• Provide a first-class proactive service to clients and prospective SME clients through the Client Journey.
• Work collaboratively to write, renew and service SME clients using end-to-end broking process.
• Respond to client issues in a timely manner.
• Build positive relationships with Claims and broking teams for referrals.
• Act as reference with insurers negotiating terms for clients.
• Adhere to business standards, policies and processes.
• Use client applications accurately including invoicing and data quality.
• Identify opportunities to offer additional services and products to clients.

Skills

Insurance knowledge

Customer service

Communication skills

Time management

MS Office

Outlook

Broking processes

Regulatory standards

Acturis

Tools

MS Office

Outlook

Acturis

Job description

Leeds, United Kingdom | Posted on 21/10/2024

• Work Experience 2+ years to Senior 7+ years
• City Leeds
• Province West Yorkshire
• Country United Kingdom
• Postal Code LS1

Job Description

If you’re considering a new chapter in your career andwould like to work with a people-centric, collaborative, and values-drivenbusiness, we have an opportunity for you. We’re looking for positive peoplewith a can-do attitude to join our family.

We are a rapidly growing business that is passionateabout our people and clients. Our purpose is to interact with clients in a moreholistic and dynamic way and to challenge the norm. We have created anecosystem that includes other like-minded professionals & we believe havinggreat 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 SMEclients.

Responsibilities

• To provide a first-class proactive service toclients and prospective SME clients through the adoption and implementation ofthe 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 withClaims and the wider broking teams for technical or Client referral.
• To act as a point of reference with insurers innegotiating terms for Clients.
• Always working to our business operationalstandards, policies and processes.
• To use client applications accurately and asdefined by the business including invoicing and maintaining data quality.
• To look for opportunities to satisfy clientneeds with other services and products, passing those opportunities to internalcolleagues 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 InsuranceIndustry with reference to commercial insurance.
• Demonstrable ability to provide a responsivefirst-class service to clients.
• Excellent verbal and written communication andadministration skills.
• Knowledge of the wider offering.
• Ability to organise workflow, prioritise tasksand manage own time.
• Confident user of technology and software e.g.MS Office and Outlook.
• Working knowledge of broking processes andregulatory standards.
• Working knowledge of FCA compliance rules.
• Competent user of insurance client system;Acturis an advantage.