Insurance Account Advisor

Overview

In this role you will manage a broad range of insurance products for personal and commercial clients, delivering proactive service to retain and grow our client base. You will work within the Professions team to handle renewals, policy changes, and client reviews under pressure, applying discretion and strict compliance. You will identify opportunities to enhance cover and negotiate terms with providers to meet client needs. The role involves diary and file management, client visits, and cross-functional collaboration to support business growth and service excellence.

Responsibilities

• Provide day-to-day client service to retain allocated clients under target-driven conditions
• Produce fact-finding documents for periodic client reviews
• Identify opportunities for profitable growth through cover enhancements
• Negotiate terms with product/service providers to satisfy client requirements
• Manage invoicing and credit control for premiums
• Check client documentation for accuracy before issue
• Taking and actioning instructions for provision of cover
• Record all communications in client records and maintain confidentiality
• Ensure adherence to company procedures, quality standards, and compliance
• Carry out client visits and virtual file creation/management
• Manage diary and support the Professions team
• Handle incoming correspondence and client communications as needed
• Book mid-term and renewal meetings for Account Executives
• Provide specialist broking support for desktop clients
• Process renewals not requiring Account Executive input
• Attend networking events when required
• Assisted with web/Social Media marketing and database management
• Maintain confidentiality and support divisional leadership with diary management
• Contribute to ongoing marketing and client management activities
• Support overall team objectives and expansion efforts

Key requirements

• customer service orientation
• attention to detail
• communication skills
• invoicing
• credit control
• recordkeeping

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