Job Title - Senior Commercial Client Adviser
Contract - Permanent
Salary - £45,000
Location - Glasgow
Overall
As a Senior Client Adviser you will assist the Client Adviser Team Leader and/or Divisional Manager in accordance with Group objectives, procedures and standards.
- Report to the Client Adviser Team Leader on a monthly basis.
- To promote and support the Division both internally and externally to clients, the insurance market and other third parties.
Client Responsibilities
- To act as Account Adviser on specific nominated accounts and to support other members of the division on accounts as and when appropriate.
- To develop new business from existing client contacts, new introductions and own contacts.
- Shared responsibility for achievement of the business plan and budget of the Division
- Ensure that enquiries are dealt with appropriately to experience and expertise with designated broking and placing as suitable within the team.
- 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.
- Ensure accurate preparation of client registers and update as required.
- Check policy documents for accuracy and breadth of cover
- Provide assistance to the Claims department with any relevant claims.
Range of Advice
- Gather sufficient information to enable you to obtain Insurance Act compliant terms.
- Ensure advice given meets clients' requirements in all cases and recommendations and reasons are documented in all cases.
- Provide a fair analysis of the market with all potentially suitable products considered.
Compliance and Regulatory Affairs
- Understand your FCA responsibilities and duties as defined.
- Comply with all internal systems and procedures.
- Understand and follow the Company's Procedure Manual.
- Notify any complaint immediately to the Divisional Director and actively assist in the required handling of the complaint, in line with the Group Complaints Handling Procedure.
Qualifications, Experience & Capabilities
- 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.
- Minimum 5 years' experience as a Client Adviser.
For extra information please contact:-
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