Senior Client Adviser

The Role

To provide day-to-day technical, competent, responsive, professional, and efficient administrative service to clients, whilst supporting client retention through assisting Client Directors with Renewals & New Business and providing support to the Client Service Team.

The Responsibilities

Renewals & New Business support

• To assist the Team with preparation work for the Renewals of our existing clients and with New Business enquiries received by the Team.


• To prepare documentation for Client Director Renewals & New Business in line with departmental standards, so that

negotiations with underwriters produce the most competitive premiums and best insurance coverage for clients.

• To prepare documentation for Client Director Renewals & New Business in line with departmental standards, so that

negotiations with underwriters produce the most competitive premiums and best insurance coverage for clients.

• To take on a small portfolio of renewals and take ownership of the entire renewal process

Day to Day servicing

• To ensure that all additional Cover/Credit Limits requested during the year are effected with insurers immediately and confirmed in writing.


• To monitor Buyer/Credit Limit developments from

Cancellations/Reductions, Appeals and New Applications.

• To administer Claims handling.


• Administration of Client portfolio and support to Line Manager & Client Directors.


• To keep Client Directors/Manager informed of significant

developments.

• To check and process policy documents/endorsements for

accuracy prior to dispatch to clients.

• Administration of debt collection service.


• To ensure that all records (file and computer) are accurate during the currency of the insurance to reduce Errors & Omissions exposure.


• To refer all complaints to the Complaints Officer immediately.


• To refer any potential Errors & Omissions immediately to Director and/or Compliance Director.


• Any other ad-hoc duties as requested.

General responsibilities

• To provide a positive contribution to the team objectives.


• To ensure that all information, conversations and meetings with clients/prospects/underwriters and relevant business contacts are


• recorded accurately.


• To update knowledge of insurance market as and when


• developments occur.


• To continue improvement in technical insurance knowledge.


• To ensure prompt premium debiting & system processing.


• Client assistance on the use of Insurers on-line systems.


• Any other ad-hoc duties as requested.