Client Adviser

Verlingue -
Manchester

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Job details

Full-time
Up to £35,000 a year

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Organisational skills
IT
Communication skills
Certificate in Insurance
Time management

Full job description

Job Advert

Job title

Client Adviser

Department

Commercial

Location

Manchester

Reporting to

Commercial Client Service Manager

Main purpose of job

To provide a quality service to clients in respect of renewal and new business insurance arrangements advising, arranging, and securing appropriate cover for our clients’ demands and needs, at a fair premium.

Company Vision

To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high.

Department Overview

The Commercial division at Verlingue was established to specialise in supporting clients across our insurance business with income levels of up to £5,000. Our focus is on delivering outstanding service while building trusted, long‑term relationships with both our Domestic and International clients. Now an established and fast‑growing team within our Manchester branch, the division offers an ambitious and collaborative environment with clear progression opportunities for experienced professionals. The Commercial division is set up to support and encourage individuals to demonstrate strong technical capability, exceptional client service, and a proactive drive to develop their profile and career, across both new and existing business.

Key Accountabilities

General Responsibilities

Building and maintaining positive working relationships with clients, insurers, and internal colleagues
Ensuring all documentation, communication, and invoicing are issued compliantly and within agreed SLAs
Maintaining accurate and up-to-date records on Acturis, including call notes, correspondence, and activity logs
Handling inbound and outbound client calls professionally, ensuring all information is clearly recorded and appropriately actioned
Staying informed on market developments, insurer appetite, and industry updates
Actively developing technical insurance knowledge, with a minimum of Cert CII to be achieved within 12 months of employment
Liaising with the Accounts team to support premium payments, resolve queries, and assist with reconciliations where required

New Business

Broking clients with income up to £5,000 (referring to our Corporate colleagues where appropriate) and managing Scheme / Facility business
Invoicing and policy administration within SLA’s
Assessing insurer quotations - checking accuracy, suitability against the client’s demands and needs, and alignment with cover requirements
Comparing multiple quotes to ensure best value and appropriate coverage
Producing and maintaining Risk Registers
Premium Finance administration

Existing Business

Updating client records and policies with any changes to demands and needs, cover requirements, and underwriting information
Preparing broking presentations where risks is not suitable for e-trade
Obtaining and negotiating renewal terms from holding insurers and alternative markets, comparing quotes to ensure suitability and value for the client’s demands and needs
Producing and issuing a fully compliant renewal report and supporting documentation
Managing mid-term adjustments (MTAs) and associated administration accurately and efficiently
Managing invoicing and premium finance administration within SLA’s
Reviewing and issuing documentation to clients, ensuring accuracy and completeness
Providing regular updates to clients throughout the renewal process

Person Specification

Essential

Desirable

Qualifications

Cert CII

Skills, Knowledge & Attributes

Minium of 3 years insurance industry experience , ideally with a Commercial Client broking background

Good working knowledge of General Commercial Lines business and the Broking market

Excellent communication skills, both written and verbal, with a professional and client-focused approach

High level of accuracy and attention to detail in administration and documentation

Proficient in IT, including Microsoft Word, Excel, Outlook, and confident in learning new systems

Strong organisational and time management skills, with the ability to manage competing priorities and meet deadlines

Positive, proactive attitude with the ability to take ownership and solve problems effectively

Builds and maintains strong working relationships with clients, colleagues, and insurers

Demonstrates professionalism, integrity, and a commitment to delivering excellent client service

Good working knowledge of the Acturis system

Familiarity with e-trade and online insurer broking platforms

Quick apply

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