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Client Service Delivery Manager
1 week ago
The Private Client Advisor will be responsible for providing exceptional service to our personal clients. This includes assisting Account Executives in managing client accounts, processing policies, and ensuring smooth communication between clients and insurer partners.
Responsibilities- Manage a portfolio of personal insurance clients, providing expert advice and support.
- Negotiate terms and coverage on behalf of clients with insurer underwriters.
- Prepare accurate documentation and maintain client records in compliance with regulatory standards.
- Relevant experience in personal insurance, account management, or customer service roles.
- Insurance industry certifications; such as Cert CII.
- Salary based on experience.
- Access to Cycle to Work Scheme.
We offer a competitive salary and benefits package, along with opportunities for career growth and development.
