Client Service Advisor
We’re on the hunt for a talented and engaging Client Service Advisor to come and join the Towergate Insurance Lifestyle division in Cheltenham.
As a Client Service Advisor you will be required to process new business and renewal cases, contributing to the achievement and delivery of the business objectives through our commercial product suite. You will handle calls with direct customers and brokers alike, develop a working relationship with the insurer through regular referrals and maintain service levels agreements when issuing documentation.
Key Responsibilities include:
• Handle new business, renewals and mid-term adjustments and referrals within your authority, issuing relevant supporting documentation
• Contribute to attainment of team income objectives for both New Business and Retention through a successful trading philosophy
• Comply with binder, internal process and procedures including adherence to compliance
• Build professional and longstanding relationships with brokers and direct customers alike
• Build and retain the confidence of the insurer by developing a strong relationship and profitable risk portfolio
• Undertake training in line with agreed objectives and keep up to date with technical, legal and market requirements maximising all learning tools available, including ongoing desk side coaching
• Manage team e-mail Inbox, ensuring timely actions and responses to our customers
• Contribute to the quality assurance scorecard of Insurers, through attainment of own quality and technical audits and reviews
What experience does our Client Service Advisor need?
- Knowledge of insurance market and insurance products
- Responsibility for owning caseload within a regulatory environment, following due process and within set authority limits
- Negotiation - ability to deal with partners, insurers, brokers and internal colleagues
- The ability to construct a strong report/rationale and be able to communicate this effectively
- Ability to analyse complex information and draw out the relevant facts
- Knowledge of insurance market and insurance products
- Understanding pricing, loss ratios, margins and profitability
- Ability to communicate effectively with stakeholders at all levels through multiple platforms, i.e. telephony, Email etc
In return you will be welcomed and supported by our Ardonagh family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:
• Holiday entitlement of 26 days plus bank holidays
• Opportunity to progress your career across the entire Ardonagh family
• Gain professional CII or ACII qualifications to enhance your knowledge and career prospects
• Pension scheme for when you feel it’s time to retire
• 24-hour support for you and your families physical and mental wellbeing
• 1 days paid volunteering day to give back to our communities
• Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community
• The Spotlight Awards, where we shine a light on the brightest talent across our group
#AIB #LI-Hybrid #LI-EM1
Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.
If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.
Click here to see our standard benefits page
- Department
- General Insurance
- Role
- Customer / Client Services
- Locations
- Cheltenham
- Remote status
- Hybrid
- Employment Types
- Permanent, Full Time
- Salary
- Dependent on Experience
- Job Reference
- 314821
About Everywhen
Client Service Advisor
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