Client Services Advisor - London, United Kingdom - Dolphin Stone Consultancy LTD

Dolphin Stone Consultancy LTD

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Service Adviser - Real Estate

London/Hybrid

£35k - £45k

In this wide and varied role you will be working with Client Managers to ensure the highest level of service and technical advice to each assigned Client in line with the agreed service levels.

Daily responsibilities will include:
Complying with regulatory and other standards as advised by line management including the creation of accurate and timely policy document, premium invoicing and debiting

Identifying improvements in Client risk and insurance programme design and making recommendations to the Client Management team on actions vital to achieve this
In accordance with the National Broking Strategy, negotiating renewal terms, midterm adjustments and cover extensions
Identifying revenue development opportunities on allocated Client accounts and making recommendations to Client Managers
Liaising and collaborating with Clients, Colleagues and Markets.

Skills And Experience

Cert CII qualified or progressing towards
Good working knowledge of MS Office, Internet, Excel
Ability to pick up and learn a selection of specialist IT systems
UK commercial insurance experience ideally with exposure to Property Owners risks