Insurance Client Adviser | Service & Broking Expert

Partners&.; Leeds; Sur place; GBP 25 000 - 38 000; Plein temps

Résumé du poste

Partners& Leeds is seeking a Client Adviser to join our busy team. You will provide exceptional service to clients and support Client Executives with day-to-day account servicing, applications, renewals, and data integrity.

The role requires strong communication, insurance knowledge, and a collaborative approach within a regulated environment, using Acturis and contributing to a best-in-class client experience.

Qualifications

• Cert CII or working towards.
• Excellent communication, administration and decision-making skills.
• Sound knowledge of commercial insurance.
• Ability to organise workload and manage time.
• Understanding of broking processes and regulatory standards.
• Up-to-date FCA compliance knowledge.
• Acturis experience is an advantage.
• Able to raise and escalate concerns appropriately.
• Collaborative mindset and inclusivity.
• Professional integrity and data quality awareness.

Responsabilités

• Work closely with the Client Executive for day-to-day servicing of client accounts.
• Apply insurance knowledge to day-to-day work queries.
• Apply standard policy wording, extensions and limitations.
• Understand underwriting, claims and broking processes.
• Act as reference with insurers and handle negotiations.
• Adhere to operational standards, policies and processes.
• Be aware of distribution channels for clients.
• Build positive relationships with internal teams.
• Collaborate to write, renew and service clients end-to-end.
• Use client applications accurately including invoicing and data quality.

Connaissances

Communication skills

Administration

Decision-making

Insurance knowledge

Time management

Regulatory knowledge (FCA)

Broking processes

Team collaboration

Problem solving

Formation

Cert CII or working towards

Outils

Acturis (advantage)

Description du poste

Partners& Leeds is seeking a Client Adviser to join our busy team. You will provide exceptional service to clients and support Client Executives with day-to-day account servicing, applications, renewals, and data integrity.

The role requires strong communication, insurance knowledge, and a collaborative approach within a regulated environment, using Acturis and contributing to a best-in-class client experience.