Client Service Advisor, Jobs, Glasgow & Surrounding, 2198

Client Service Advisor - Glasgow & Surrounding

Brokers - General Insurance
Ref: 2198 Date Posted: Monday 18 Sep 2017
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HR Consultancy is delighted to be working with this leading broker in their search for a commercial insurance client advisor to join their team in Glasgow city centre.

The Role

As an Insurance Client Service Advisor some of your key responsibilities will involve;

  • Working 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.
  • Understand and comply with ICOB rules, Sarbannes-Oxley, BiPar and business procedures.
  • Take ownership of problems and their resolution, seeking assistance where necessary.
  • Update Aon 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.
  • Negotiating 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 the company 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 communicates 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.
  • Identifying revenue development opportunities on allocated Client accounts and making recommendations to Client Managers.
  • Identify opportunities for revenue growth using knowledge of products/services in the wider community.
  • Contribute to Client programme strategy.
  • Professionally represent the 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.

About you

As an Insurance Client Service Advisory your skills and qualifications will ideally include;

  • Ability to positively engage clients
  • Ability to work efficiently within a structured process
  • Relevant technical insurance knowledge, within commercial lines of business or experience dealing with commercial insurance lines looking to take the next step in your career.
  • 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
  • CII preferred but not essential
  • Good level of technical insurance knowledge
  • Polite, professional and a clear communicator
  • Lotus Notes, MS Office, Internet
  • Specific Client knowledge

 

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 vacancy or for a confidential chat, please call Elaine McCrink quoting reference 22903