Employee Benefits Client Adviser

Location: Manchester
Salary: up to £30,000
Hours: Full Time
Main purpose of job
To provide a quality service to clients in respect of renewal and new business insurance arrangements advising, arranging, and securing appropriate cover for our clients’ demands and needs.
Company Vision
To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high.
Department Overview  
Verlingue have established Employee Benefits teams in Manchester, Redhill and Staines. The team work across the healthcare, risk, pensions and platform technology. The volume of business is rising rapidly and career opportunities within Manchester & Redhill and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.
Key Accountabilities
General responsibilities
•    Maintaining relationship, interaction and liaising with client on day-to-day basis
•    Maintaining relationship, interaction and liaising with insurers on day-to-day basis
•    Processing MTA’s and administration
•    Ensuring all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures and full utilisation of Acturis.
New Business
•    Arranging appointment to existing schemes with all insurers following clients instruction
•    Invoicing
•    Policy wordings – checking correct and suitable for client demands, needs and cover requirements
Renewal Business
•    Updating records with any changes to client demands, needs, cover requirements, Fact Finds and underwriting information.
•    Production of initial draft Broking presentation for Broker.
•    Pipeline register completion
•    Liaising with Employee Benefits Consultant / Broker on broking strategy to be employed
•    Obtaining terms from holding insurers
•    Renewal Report production
•    Invoicing
•    Policy wordings – ensuring correct and suitable for client demands, needs and cover requirements
Person Specification
•    Desire to complete Cert CII qualification
•    Experience in the insurance industry within Employee Benefits
•    Target book size of £300,000 
•    Strong working knowledge of Employee Benefits IT systems
•    A Can-do attitude with excellent communication skills, both written and verbal
•    Ability to work to deadlines and multitask in order to get required work carried out
•    Target book size of £300,000 
•    Strong working knowledge of Employee Benefits IT systems
•    Aligned with the Verlingue values and behaviours
Verlingue is a family-owned business that believes in supporting and developing a passionate team of people to deliver the best service to our clients.  
We are a values driven business and this underpins how we conduct ourselves towards both our clients and colleagues. 
We have a comprehensive package of financial and non-financial benefits to suit your lifestyle:

• Competitive Salary
• Bonus Scheme
• Hybrid Working
• 6% employer pension contribution
• Annual leave that increases in line with length of service
• Flexible Benefits platform including a buy and sell holiday scheme
• Health Cash Plan
• Death in Service
• Private Medical Insurance
• High Street Discounts
• Discounted insurance premiums
• 24/7 Employee Assistance Programme – counselling service
• Fruit & breakfast provided weekly
• Social activities
• Wellbeing activities and support
• Professional qualification support

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