Senior Client Adviser - Commercial

Main purpose of the role

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 Client Services teams in Manchester. Currently the CBU team work with premium of up to £10,000 & generally with two preferred Providers. The volume of business is rising rapidly and career opportunities within Manchester and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.

Verlingue Values

Exceptional

Being professional is expected; being exceptional makes us different. We are passionate about making our clients and each other feel special. We truly understand their needs and deliver an outstanding service every time.

Proud

We take pride in our work every day and always fulfil our promises. We’re proud of our reputation for always acting with the highest ethical standards and this is our foundation for building long term relationships.

Inclusive

We value and recognise the diverse skills and individuality that everyone brings to Verlingue. We respect each other and enjoy working collaboratively to achieve the best outcomes.

General Responsibilities:

• Maintaining relationship, interaction and liaising with insurers 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
• To answer the telephone, ensuring that information given is accurately recorded
• To update knowledge of insurance market as & when developments occur
• To continue improvement in technical insurance knowledge. A minimum of Cert CII will be required within 12 months of employment
• To liaise with accounts department as and when required

New Business

• Broking clients under £10k premium (or passing to Corporate) and Scheme / Facility business
• Invoicing
• Policy wordings – checking correct and suitable for client demands, needs and cover requirements
• Risk Register production
• Premium Finance administration (Surrey only)

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
• Obtaining terms from holding insurers
• Renewal Report production
• Invoicing
• Premium finance negotiation and administration
• Risk Register production
• Policy wordings – ensuring correct and suitable for client demands, needs and cover requirements

Person Specification

Qualifications

• Essential: Cert CII
• Desirable: Dip CII

Skills, Knowledge & Attributes

Essential:

• Considerable experience in the insurance industry preferably with the Commercial Client Servicing experience
• Good working knowledge of the Acturis system
• Good working knowledge of on-line broking systems
• Good working knowledge of General Commercial Lines business and the Broking market
• A willingness to pursue professional qualifications
• A Can-do attitude with good communication skills, both written and verbal
• Excellent and accurate administration
• Ability to utilise IT for maximum advantage
• Drive to achieve results, solve problems and deliver service and ability to work to deadlines
• Good relationship building and influencing skills
• Aligned with the Verlingue values and behaviours

REF-212 011