As an experienced insurance professional who delivers first-class support to your clients, you will be now looking to progress your career within commercial insurance. We are looking for a Client Advisor to join an award-winning, global insurance business, who will ultimately assist the Account Executives to account handling their clients’ needs.
This a great opportunity for you to develop your commercial career to handle large commercial clients within the public sector. This role will mainly focus on account retention and growth by assisting existing customers/ clients in the best possible way. If you have experience handling SME books and looking to move to handling larger books then we will consider your experience.
Your responsibilities are not limited to-
1. Creating documents for new customers about their insurance requirements.
2. Obtaining renewal terms for customers and researching suitable alternatives to produce presentations; our account managers discuss these with customers during face-to-face meetings.
3. Coordinating all renewal quotes for existing customers along with any mid-term adjustments to be considered.
4. Managing insurer queries in relation to customer policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
5. Securing delivery of policy documentation from insurers and check prior to approval and release by Account Executiv...