Who We Are
James Hallam is an established and respected independent insurance broker, providing specialist advice and tailored insurance solutions to business and individuals across the UK. We pride ourselves on long-term client relationship, technical expertise, commitment to delivering high quality, personal service and our culture.
The Role
We are seeking a professional and proactive Client Advisor to join our corporate team in Ipswich. This is a client facing role where you will provide expert advice, manage insurance portfolios and deliver an exceptional level of service to new and existing clients. You will work closely with colleagues, insurers and clients to ensure insurance arrangements are accurate, compliant and aligned with the client’s needs.
Key Responsibilities
* To act as Client Adviser on specific nominated accounts and to support other members of the division on accounts as and when appropriate
* Shared responsibility for achievement of the business plan and budget of the Division
* Ensure that you operate within the Company’s systems and procedures with regard to service standards, quality of documentation, credit control and support of key insurance markets
* Check policy documents for accuracy and breadth of cover
* Provide assistance to the Claims department with any relevant claims
* Updating our client records with accurate information received from insurers including new business, adjustments and renewals
* Transfer of copy and documents into the client electronic file
* Work closely with and provide administration support when necessary to the team with a great opportunity to start a career in the insurance sector.
Your Profile
* Minimum 3 years Commercial insurance experience
* Experience using Acturis
* Committed to advancement of CPD and professional qualifications appropriate to the role and to your personal development.
* A high standard of integrity coupled with an ability to work in a highly regulated environment. View strong compliance as a benefit and an opportunity.
* Excellent communication skills coupled with proven experience in managing a team and dealing with a wide range of staff issues and reporting requirements.
* The ability to manage workloads and actively delegate tasks and adhere to reporting deadlines.
* The ability to develop and sustain relationships with clients, insurers and colleagues.
What We Offer
* 25 days holiday
* Additional Holiday Purchase Scheme
* 24 Hour GP Service
* Income Protection Insurance
* Death in Service
* Anniversary Recognition
* CII Membership/Support
* Terry Berry Membership