Responsibilities
* Achieve individual objectives and key performance indicators as set and agreed
* Provide professional support and advice to clients ensuring high levels of service and client satisfaction
* Answer client queries, deal with renewals and mid term adjustments in a professional and timely manner
* Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly
* Ensure all policy administration is dealt with in a professional and timely manner
* Focus on timely collection of client money in accordance company procedures
* Adhere to all Company, regulatory and compliance guideline requirements
* Be professional when representing the Company at external events such as conferences and client visits (if required)
* Maintain and develop own technical competence
* Support colleagues from all areas of the business as required
Responsibilities Specific to Senior Adviser
* To assist in the maintenance, monitoring and delivery of the core KPIs, processes and functions directly linked to team success
* Coach & develop team members
* Assist in quality assessment, monitoring and sign off of team members
* Handle a variety of more complex insurance broking work and technical referrals
* Assist in or conduct on site client meetings when required
* Be proactive & analytical in day to day role and when liaising with the management team
Skills & Behaviours
* Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
* Confident and capable of building rapport over the telephone to provide an excellent client experience
* Ability to provide holistic advice based reviews and recommendations to clients
* Tenacious and motivated towards meeting and exceeding sales targets
* Ability to work in a regulated, compliant and client focused environment
* Organised, resourceful, deadline driven and supportive of the wider team
* Quality orientated with great attention to detail
* IT Literate
Qualifications
* Chartered Insurance Institute Certificate in Insurance (hold or willing to work towards)