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We are looking to recruit a Client Advisor to join our clients growing successful Public Sector and Education Division based in Swindon. Our clients Public Sector and Education Division is a fast-paced, collaborative, and competitive group of professionals who are all driven to succeed. If you share this attitude, we look forward to hearing from you. You will be responsible for providing account servicing support and ensuring effective servicing of client accounts. Reporting directly in to the Public Sector and Education Team Manager, you will work with experienced Client Directors and together provide outstanding service to our clients within the Public Sector and Education division.
Job Responsibility:
Create documents for new customers about their insurance requirements
Obtain renewal terms for customers and research suitable alternatives to produce presentations
Coordinate all renewal quotes for existing customers along with any mid-term adjustments to be considered
Ensure all customer details are recorded accurately and entered onto system in a timely fashion
Manage insurer queries in relation to customer policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
Secure delivery of policy documentation from insurers and check prior to approval and release
Deal with account queries and credit control matters highlighting any concerns to account managers in a timely manner
Grasp and apply fundamental legal and regulatory policy for internal policies and the insurance contract as required
Requirements:
Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII is desirable as is being educated to GCSE standard or equivalent
Larger commercial to corporate insurance cross class experience is desirable
Worked to targets within a regulated, measurable framework and achieved SLA’s
Risk aware in handling customer information. Able to recognise potential risk and seek advice when required
Evidence of rapport-building and experience in providing solid customer service focus with outstanding communication and social skills
Due diligence and process driven to deadlines, happy to forward plan, organise and analyse information
Highly accurate with a strong attention to detail, using initiative when assisting team members
Fully proficient in Acturis
Eligible to work in the UK
Nice to have:
Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII
Larger commercial to corporate insurance cross class experience
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