£40K/yr to £50K/yr
Bristol, England
Permanent, Variable

Corporate Client Advisor

Posted by STRIDE RESOURCE MANAGEMENT LTD.

Role Profile : Commercial Insurance Account Handler

An opportunity to work for one of the largest and most well known Insurance Broking Groups based at their offices in Bristol.

As a Commercial Insurance Account Handler, you will play a vital role in managing and servicing Commercial & Mid Corporate insurance accounts. This position requires an understanding of insurance products, excellent communication skills, and the ability to build and maintain relationships with clients.

Key Responsibilities

Client Relationship Management

  • Build and maintain relationships with commercial clients.

  • Work with the team to ensure clients receive a first class service

  • Act as a point of contact for client inquiries, providing timely and efficient responses.

Policy Management

  • Assist clients in taking out new policies and support them with their policy renewals.

  • Process new business quotations and policy renewals.

  • Handle policy amendments and updates as required.

Market Research

  • Stay informed about industry trends, regulations, and changes in the commercial insurance market.

  • Provide clients with updates on relevant changes that may impact their insurance needs.

Documentation & Record Keeping

  • Maintain accurate and up-to-date client records and policy documentation.

  • Ensure compliance with regulatory requirements and company policies.

Collaboration

  • Collaborate with colleagues in other offices to address client needs effectively.

  • Provide feedback to improve processes and enhance customer service.

Qualifications & Skills

  • Minimum two years experience in a commercial insurance environment
  • Knowledge of cross class insurance products and regulations.
  • Excellent interpersonal and communication skills.
  • Analytical mindset with attention to detail.
  • Ability to work independently and as part of a team.
  • Proficient in using insurance management software and Microsoft Office Suite.

Personal Attributes

  • Customer-focused with a commitment to delivering exceptional service.
  • Adaptability and the ability to thrive in a dynamic and fast-paced environment.
  • Strong problem-solving skills and a proactive approach to challenges.
  • Ethical and trustworthy, maintaining confidentiality and integrity.

Reward

  • Salary up to £45,000
  • Excellent Benefits Package
  • Great Bonus Structure to reward good performance
  • Hybrid Role - 2 days in office and 3 days at home
  • Excellent personal development across the group
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