Client Support Adviser


Yorkshire: West Yorkshire.


£25,000 - £30,000

Job Reference


Job Profile

Our client, a large well respected independent firm of Insurance Brokers has a vacancy in West Yorkshire for a Client Support Adviser.  The role will involve administering client's insurance requirements in accordance with Group policy to achieve targets, developing the business and delivering an excellent and comprehensive service.  To achieve results through relationships with all parties. Deliver a personal performance that contributes towards the Group achieving its objectives. To achieve lasting relationships with all parties (clients, markets, suppliers, third parties and other staff).   Consistently delivering an excellent and comprehensive service. Ensuring that all dealings are carried out with integrity and professionalism.  Acting in utmost good faith, in accordance with Group policies and never risking the Group's reputation. Continuously developing skills and knowledge. Developing others where you are responsible for their performance.

Developing strong relationships with clients. Ensuring transactions are conducted with full transparency.  Dealing with incoming enquiries from clients, insurers and third parties. Dealing with client renewals and mid-term adjustments.  Accompanying other team members on client visits as appropriate. Behaving with all clients (both internal and external) fairly and ethically. Maintaining an appropriate group of preferred markets in each area of activity. Developing strong relationships with markets. Negotiating with markets to provide best balance of quality, service and price.  Maintaining any ongoing delegated authority contracts appropriately and cost effectively.  Assisting in the creation of comprehensive client, claims and broking documents. The processing of claims, quotes, indications and endorsements.  Technical duties (including data entry, credit control, chasing subjectivities). Ensuring up to date records are maintained at all times on the Group systems. Assisting in planning the most appropriate insurance programme for the client's demands and needs. 

Ensuring compliance with all applicable Group policies and procedures. Ensuring correct authorisation is obtained and processes followed when required by the Group policies and procedures. Ensuring compliance with legal and regulatory requirements. Ensuring that own performance, HR and T&C records are up to date and meet the Group's requirements. Maintaining accurate records and dealing with correspondence appropriately. Providing relevant management information to senior management. Managing assigned projects and contributing to other projects as required. Responding appropriately to urgent issues as they arise.  Keeping informed of all legal and regulatory developments relevant to the department.  Sharing information that could be beneficial to the Group.


Applicant Requirements

Prospective applicants must have a minimum of 2 years within trade credit insurance.  Must have strong customer service skills.  IT literate.  Must hold a minimum of 5 GCSE's at Grade C and above to include Maths and English. 


Jayne Moss
Tel: 0113 244 0846 Mon to Fri 8.30am - 5.30pm.
Fax: 0845 458 8619

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