Lloyd Whyte

Client Service Adviser

Bridgwater, England, GB

Company: Lloyd Whyte


Published on 2021-11-15T12:19:53.000000Z

Key PurposeTo provide exceptional service and advice to clients in order to maximise client satisfaction, maintain high retention levels and achieve income targets in support of the business strategy.ResponsibilitiesAchieve individual objectives and key performance indicators as set and agreedProvide a proactive and responsive renewal service using best endeavours to retain clients at renewal through promotion of key selling features and effective liaison with insurersInvite renewalsProvide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfactionEnsure all policy administration is dealt with in a professional and timely mannerUnderwrite scheme policies within underwriting authority level & referral guidelinesBe proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possibleCheck, process and issue new policiesAdhere to all Company, regulatory and compliance guideline requirementsMaintain own technical competenceSupport colleagues from all areas of the business as requiredResponsibilities Specific to Senior AdviserTo assist in the maintenance, monitoring and drive of the core KPIs, processes and functions directly linked to team success.Coach & develop team membersHandle a variety of complex workHandle policy referralsBe proactive & analytical in day to day role and when liaising with the management teamInvolvement with projects assigned by line managers or senior management teamSkills & BehavioursDemonstrate our values of Fun, Supportive, Professional, working in Partnership and AmbitiousConfident and capable of building rapport over the telephone to provide an excellent client experienceAbility to work in a regulated, compliant and client focussed environmentOrganised, resourceful, deadline driven and supportive of the wider teamQuality orientated with great attention to detailIT literateQualificationsChartered Insurance Institute Certificate in Insurance

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