To provide exceptional service to clients and quality support to Client Executive(s).
Responsibilities
* Working closely with the Client Executive (or similar) with responsibility for the day-to-day servicing of client accounts.
* Applies insurance knowledge and principles to day-to-day work queries.
* Ability to apply standard policy wording, extensions and limitations.
* Has a general understanding of the underwriting, claims and broking processes.
* To act as a point of reference with insurers and dealing with negotiations.
* Always working to our business operational standards, policies and processes.
* Having awareness of the different distribution channels.
* To build positive working relationships with internal colleagues and teams.
* To work collaboratively as a team to write, renew and service clients using the full end-to-end broking process.
* To use client applications accurately and as defined by the business including invoicing and maintaining data quality.
* To look for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues.
* To maintain own learning and CPD.
* Demonstrate understanding and application of the Client Journey and Partners& Difference when serving clients.
* Displays our PACE Values through behaviours with all stakeholders.
Qualifications
* Cert CII or working towards.
Experience / Skills
* Excellent communication, administration and decision-making skills.
* Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
* Ability to organise workflow, prioritise tasks and manage own time.
* Confident in using Microsoft Suite.
* Working knowledge of broking processes and regulatory standards.
* Up-to-date knowledge of FCA compliance rules.
* Competent user of insurance client system; Acturis an advantage.
* Confident in both raising & receiving concerns & know how to appropriately escalate issues.
* Engage with other team members to achieve better customer outcomes.
* Encourage others to embrace an inclusive culture.
* Consider the wider context of situations & deal with any ambiguities.
* Consistently role model professional principles, values and personal integrity to build trust.
* Ensure stakeholders have the information & tools necessary to make capable & confident decisions.
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