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Commercial Client Advisor

  • Sector: Office Support
  • Contact Email: deirdre.moran@collinsmcnicholas.ie
  • Job Ref: 20387

Commercial Client Advisor - West Galway - Permanent - Hybrid

The Commercial Client Advisor will have responsibility for the day-to-day professional management and servicing of all aspects of the client’s insurance portfolio. This role will also assist Client Executives and provide Client Support within the team. 

Responsibilities:

  • Liaise with underwriters and various insurers to obtain Claims Experiences.
  • Prepare Renewal Questionnaire and contact clients to collate updated information prior to renewal.
  • Prepare reports on premium comparisons and income where necessary.
  • Prepare Pre Renewal Summary to provide to Client Executive for discussion with clients.
  • Prepare report of updated information to provide to incumbent insurers and request Renewal Terms.
  • Prepare Submission Reports where required and liaise with the market and internal Placement Department.
  • Negotiate Renewal Terms and Rates with insurers where required and liaise internally with Client Executives and Placement.
  • Review policy coverage to ensure it meets client requirements and identifying any gaps in cover to be escalated.
  • Prepare Renewal Report outlining negotiations undertaken and recommendations to client.
  • Confirm Renewal / New Placements to relevant insurers in advance of renewal date and Request Policy Documents.
  •  Process invoices as per terms agreed with insurers and any Additional Premiums.
  • Issue Invoices to client.
  • Issue Policy Documents and final Summary of Insurance.
  •  Liaise with international Offices and update the Global Connect site with local placement information as well as raising Fees for multinational clients.
  • Set up Finance Agreements with preferred partners if required by clients.
  • Provide the best technical advice and service to Clients, on queries and coverage issues/extensions promptly utilising own knowledge and that of colleagues as necessary.
  • Check Leases, Bank Finance Agreements and Contracts for clients from an insurance perspective where requested.
  • Attend meetings with clients or potential clients when requested.
  • Obtain quotes on any New Lines of Business or Mid-term Alterations for Clients and issue endorsements where necessary.
  • Discuss with the client completion of Risk Requirements outlined in any Insurer Survey report and pursue Outstanding Premiums due where the client is not in direct contact with accounts.
  •  Ensure that compliance procedures and policies are maintained and adhered to at all times and that training, CPD and KPI requirement deadlines are met.
  •  Develop and maintain a good working relationship with internal colleagues and the Underwriters and Business Development Managers at Insurance Companies.

Requirements:

  • Industry-related qualifications e.g. CIP, MDI, ACII
  • 3+ years relevant insurance experience
  • Ability to work under pressure and meet tight deadlines
  • Ability to maintain clear lines of communication with various internal and external stakeholders        
  • Accuracy with good attention to detail and ability to check work of self and others              
  • Flexible and team player – develops close partnerships with onshore and offshore colleagues
  • Ability to identify areas to improve efficiency, accuracy and analysis and suggest ways of improvement
  • Proficiency in Word and Excel

For a confidential discussion and more information on the role, please contact Deirdre Moran.

deirdre.moran@collinsmcnicholas.ie

(091) 706710