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Client advisor

Burgess Hill
Acrisure Trade Credit
Client advisor
Posted: 16 February
Offer description

An exciting opportunity has arisen within our Schemes & Affinities team, who provide specialist insurance products to Recruitment & Payroll companies and Sports Clubs & Associations. Working for one of the largest UK Independent Brokers. This role provides essential support to the team from the ground up, by allowing you to get involved with looking after clients, growing sales opportunities and working alongside with a fantastic team who will support you with peer-to-peer development. What you'll do You will have responsibility for bringing in new business, administering policies, liaising with Insurers and Clients to find the best solutions, provide support to the wider team, including Client Executives and Managers and acting as a reliable and informed point of contact for clients. On a day-to-day basis you will be: Responsible for administering policies Liaising with Insurers and clients to find the best solutions with careful, tailored and positive communication Manage renewals and policies with accuracy and confidence Generate new business and identify cross-selling and upselling opportunities Handle Mid-Term Adjustments Provide support to the wider team, including Client Executives and Managers by way of maintaining Acturis records, obtaining e-Traded quotes and renewal terms via Acturis, assisting with matters arising from Acturis reporting as and when Skills and Experience: Must haves: A keen interest in the world of Commercial Insurance Organisation, accuracy and attention to detail Passion, energy and a strong customer service ethos Effective, confident & considerate communication and an ability to adapt your communication style accordingly Intuitive thinking and strong decision-making skills The ability to pick up terminology/jargon quickly and a willingness to learn your market. IT confidence Be Cert CII qualified or be prepared to start and commit to your Cert journey. Ideal, but not essential: Previous experience within a commercial insurance environment would be advantageous but not essential Experience of using Acturis would advantageous but full training would be provided

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