Client Advisor (Corporate), Jobs, Glasgow, 2177
This vacancy is no longer advertised

Client Advisor (Corporate) - Glasgow

Brokers - General Insurance
Ref: 2177 Date Posted: Monday 02 Oct 2017


HR Consultancy is working with this global insurance broker in their search for a Client Service Advisor, within their Corporate department in Glasgow city centre. 


The role:

To work with Client Managers to ensure the highest level of service to each assigned Client in line with the agreed SoSA and Client Promise Plan

  • Liaise with client managers to fully understand the client’s business and insurance requirements
  • Contribute to the formulation of the Service Plan, Reports, Presentations and any other client documents etc., as required including visits to clients
  • Communicate terms of settlement to client, ensure premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards


Comply with regulatory and other standards as directed by line management


  • Responsible for working in accordance with the company's Risk Management Framework, and compliance with company policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company
  • Understand and comply with ICOB rules, Sarbannes-Oxley, BiPar and company procedures
  • Take ownership of problems and their resolution, seeking assistance where necessary
  • Update systems (such as working documents, GRIP) per agreed parameters


Identify improvements in client risk & insurance programme design


  • Identify potential improvements in programme design for clients and make recommendations to Client Manager
  • Implement recommended changes for clients, if required


Negotiate renewal terms, Mid Term adjustments and cover extensions

  • Come fully prepared for the internal renewal strategy meeting
  • Undertake negotiations with insurers as agreed, marketing & negotiating terms with facilities as required – fully support the broking function to achieve optimum solution for the client
  • Preparation of comprehensive marketing presentations and the renewal report, working with the Broking Managers to prepare full cover comparisons as required
  • Establish and develop effective working relationships with insurers and where appropriate, differentiating with the client; the cover, service and industry knowledge that a specific Insurer could deliver to them
  • Co-ordinate global programmes and effectively communicate with the global network and Global Risks
  • Provide ongoing communication with the client following queries/alterations and ensure client manager is kept appraised of developments


Identify revenue development opportunities on allocated client accounts and make recommendations to Client Managers

  • Identify opportunities for revenue growth using knowledge of products/services in the wider company community
  • Contribute to client programme strategy


Professionally represent company, demonstrating an understanding of corporate objectives.

  • To be seen by colleagues as someone who is supportive and helpful
  • To continually improve personal knowledge through appropriate training and implement appropriately


Contract Certainty

  • Ensure contract certainty is delivered. Act as an escalation point for colleagues in relation to contract certainty queries, mentors others as appropriate


The Person


As a Client Service Advisor your skills and qualifications will ideally include;


  • Experience gained in the insurance industry, dealing with cross class commercial business
  • Global placement/technical ability would be an advantage
  • Understanding the insurance market dynamics.
  • Strong technical knowledge in all major and pecuniary classes
  • High level of knowledge of corporate insurance products, services and systems. Good influencing, listening and communication skills Adaptable, focussed and self-disciplined – driven to achieve results
  • Ability to positively engage clients
  • Ability to work efficiently within a structured process
  • Relevant technical commercial insurance knowledge
  • Demonstrate good communication, decision making and problem solving skills
  • Ability to co-ordinate activities within a cross-functional team
  • Ability to use insurance industry IT systems to efficiently deliver client service
  • Ability to appropriately engage with relevant outsourced parties
  • Compliance with regulatory and business procedures
  • ACII or equivalent, preferred



Salary and Benefits


This role offers a competitive salary and bonus, plus a comprehensive benefits package and 25 days holiday. Through our flexible benefits, you will also have the opportunity to choose additional benefits, including healthcare, childcare vouchers and additional holiday.


For more information on this role please contact Elaine McCrink or Stuart McKenna quoting ref 22856