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1 Client Advisor Job in Apex, NC

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GB114 Jelf Insurance Brokers Ltd
Apex, NC | Full Time
11 Months Ago
Client Advisor
Full Time 11 Months Ago
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GB114 Jelf Insurance Brokers Ltd is Hiring a Client Advisor Near Apex, NC

Company: Marsh Commercial Description: Client Advisor/Account Handler - Worcester The company: Marsh Commercial We are Marsh Commercial, a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. The role: Account Handler/Client Advisor The Client Advisor (Account Handler) will be responsible for servicing their own dedicated book of clients which will involve managing renewals, invoicing and managing the collection of client payments, producing new quotes, upselling/cross selling additional products, mid-term adjustments and generally handling any queries that come through from their dedicated client base in a quick and professional manner ensuring client satisfaction throughout. What can you expect? You will work in a busy office with a team dedicated to client satisfaction. You will get in-depth on the job training and learn about insurance, insurance broking as well as building relationships within the business and outside with our partners. What’s in it for you? Competitive Benefits Package including: 27 days annual leave, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more. Generous Family Leave including: 6 months paid maternity leave, 4 months paid paternity leave, 6 months paid adoption leave plus shared parental leave options. To help ease the transition when you return to work you will be able to work 8 weeks at 80% of your normal work pattern and receive 100% of your normal salary. We will rely on you to: Help prepare, and implement business plans and goals. Work on building long term relationships with key client decision makers and stay abreast of key changes within the client’s organisation. Work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards. Recognise and document revenue generation, growth and other opportunities by actively developing additional business from existing portfolio and other sources. Ensure timely completion of renewals and mid-term adjustments Identify and document successful account retention and defence strategies to ensure business is retained. Where appropriate provide support to the client &/or claims teams in dealing with client claims. Develop meaningful working relationships with insurers through regular contact and liaison to better serve clients. Possesses a thorough understanding of all major classes of insurance which the Company offers to its clients and keep abreast of all new technical and product developments to better advise professional colleagues and clients What you need to have: Previous experience within an Insurance role is ideal however other customer/client facing experience may be considered. Ability to remain calm under pressure and be able to work flexibly when required Excellent organisational skills with the ability to manage multiple enquiries simultaneously Fully Competent in Microsoft Office Products Strong literacy, numeracy, administration and organisational skills Good written and oral communication skills What makes you stand out: Previous Insurance Experience Insurance Systems Knowledge (Acturis Ideal) Cert CII About us We are Marsh Commercial, a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. We help clients succeed by defining, designing, and delivering innovative industry-specific solutions that help them effectively manage risk. Our deep knowledge of both the industry sectors and communities we serve, combined with the time we take to fully understand and meet a client’s needs, is what sets us apart. We're also part of Marsh and McLennan Companies (MMC) – a global network of experts in risk, strategy and people. For over 140 years, Marsh & McLennan Companies (MMC) has supported enterprise, helping clients realise, survive and grow in changing times. We leverage the scale, expertise and access to the broad range of products and services provided by the wider Marsh & McLennan Companies for the benefit of our clients - whilst retaining the flair, flexibility and personal service that our clients have come to expect. Marsh & McLennan Companies and its affiliates aim to attract and retain the best people regardless of their gender expression or identity, marital and civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs. MaCom#

Job Summary

JOB TYPE

Full Time

POST DATE

05/25/2022

EXPIRATION DATE

10/28/2022

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The job skills required for Client Advisor include Products and Services, Microsoft Office, Account Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Advisor. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Advisor positions, which can be used as a reference in future career path planning. As a Client Advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Advisor. You can explore the career advancement for a Client Advisor below and select your interested title to get hiring information.

If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Advisor job description and responsibilities

Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.

01/23/2022: Springfield, OH

Advisors do meeting with prospective new clients to earn the right to give them advice.

02/06/2022: Greenville, SC

Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.

02/18/2022: Knoxville, TN

Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.

02/13/2022: El Paso, TX

Ability to build relationships with client teams and key stakeholders.

03/25/2022: Houston, TX

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Advisor jobs

A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.

02/05/2022: Peoria, IL

Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.

03/07/2022: Dallas, TX

Financial advisors need client relationship skills to attract new clients and retain the clients they already have.

02/26/2022: Billings, MT

Providing excellent customer service and developed long-standing client relationships with repeat business.

01/25/2022: Carson City, NV

Client advisots must be excellent communicators capable of leading a team.

03/06/2022: Stockton, CA

Step 3: View the best colleges and universities for Client Advisor.

Florida Southern College
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University of Notre Dame
Western Washington University
Canisius College
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