Client Services Executive

Miller Insurance Services LLP; Exeter; On-site; GBP 30,000 - 45,000; Full time

Job summary

An insurance services company based in Exeter is seeking a Client Support professional to provide effective account management support. Responsibilities include understanding client needs, managing renewals, preparing documentation, and maintaining compliance. The ideal candidate will facilitate communication across teams and ensure quality control. This role comes with various benefits, including pension contributions and private medical insurance, making it an attractive opportunity for those looking to grow in the Client Support field.

Benefits

10% pension contribution

Private Medical Insurance

Medicare cash plan

Minimum of 25 days annual leave

Life Assurance

Income Protection

Critical Illness cover

Enhanced parental leave

Responsibilities

• Understand clients' business and risk management needs.
• Initiate and track impending renewals for clients.
• Liaise with teams to gather information for documentation preparation.
• Develop and produce bespoke wordings for clients.
• Support creation of presentations for clients.
• Prepare client documentation accurately and timely.
• Ensure timely closure of market documentation.
• Maintain accurate e-files and workflow.
• Liaise with compliance to ensure procedures are followed.
• Input and record data in all relevant systems.
• Perform quality control checks on documentation.
• Provide resolution to technical questions from clients.
• Undertake checks at relevant stages of the placement process.
• Organize reviews of wording contracts.
• Assist with contractual issue resolution.
• Support tender presentations.
• Adhere to Miller's policies and procedures.
• Comply with external rules applicable to the role.

Job description

We are currently recruiting for a few roles in the Client Support space at Miller from the early stages of career, to experienced. Main responsibilities are to provide prompt, accurate and effective account management support directly to clients and client facing teams.

Responsibilities

• Understand the clients' business and risk management needs and support the delivery of those needs through the provision of ongoing service
• Initiate and keep track of impending renewals, gathering renewal information in good time to enable terms to be obtained and firm orders placed
• Liaise with Account Executives / Client facing teams to ensure all relevant information is gathered in the preparation of market documentation (Renewals, Endorsements etc) and that it matches the client/markets requirements
• Develop and produce bespoke wordings for clients as well as developing other wording products as required
• Ensure agreed wording changes are incorporated within contracts as required
• Support the creation of presentations for both new and existing clients
• Prepare accurate and timely production of client documentation (Market Reform Contracts, Evidence of Cover, Policies, slips, wordings clauses etc) in accordance with client and market needs. Provide suggestions as to how cover can be enhanced where appropriate?
• Ensure that market documentation is closed in a timely manner, making particular note of Premium Payment Warranty provisions and contract certainty deadlines, diarising as appropriate
• Liaise with appropriate teams to assist the delivery and processing of insurance placements
• Maintain accurate and concise e-files (FLEX) and workflow using appropriate corporate document management systems, as well as providing updates and progress reports to management when required
• Liaise with compliance to ensure all procedures are followed
• Accurate and timely input and recording of data in all applicable systems, including processing of premium, submission of documentation for London Market with Xchanging and monitoring of signings where appropriate
• Liaise closely with other teams to ensure PPWs are met
• Perform quality control checks on all documentation (slips and wordings) prior to broking
• Review, monitor and provide resolution to technical questions from clients, markets, credit control, claims and the business unit, to ensure that the client's best interests are maintained
• Undertake / authorise second pair of eyes checks at relevant stages of the placement process
• Maintenance of slip and contract through quote and placement process using automation or e-platforms as necessary (ie PPL)
• Organise and assist with wordings contracts reviews in conjunction with Specialist and or Client teams
• Facilitate in the creation of Endorsements / MTA where necessary
• Assist with resolution of contractual issues
• Provide support to tender presentations
• Undertake overseas / electronic marketing of risk where necessary
• Adhere to and meet fully the expectations of Miller, as set out in its policies and procedures, best practice, training material, and embedded in its systems and controls. Our policies and procedures are written to encapsulate the compliance, legal and financial crime related legislation and regulations which apply to Miller.
• Comply with any external rules and requirements imposed on individuals performing their role at Miller, such as Lloyd's byelaws and FCA rules.

Benefits

• 10% pension contribution from Miller. In addition, Miller will match any employee contributions up to 5%.
• Private Medical Insurance
• Medicare cash plan
• Minimum of 25 days annual leave (with flexibility to buy more)
• Life Assurance
• Income Protection
• Critical Illness cover
• Enhanced Maternity, Paternity Adoption and Shared Parental Leave