Client Advisor

The Company

Ambitious growth calls for ambitious people, which is why we focus our energy on inspiring and supporting our colleagues every step of their self-development journey at SRG. You’ll often hear us say that people and culture is at the heart of everything we do, and our People & Culture team lead our pursuit of creating a culture where colleagues are both engaged and motivated to be their best at work. People are the first element of our business plan, which ensures our colleagues are at the forefront of all business decisions – meaning you’ll be working for a company that genuinely cares about you! We are kind, positive and thoughtful in our approach and are building a company we are proud to tell our friends and family about.

The Role

This role is an excellent opportunity for someone eager to develop a career in the insurance industry, with the potential for growth and career progression. The successful candidate will receive comprehensive training and build to managing client relationships, handle enquiries, and secure quotes.

Key Responsibilities

Administrative Tasks:

• Perform data entry to maintain accurate records and ensure compliance with SRG standards.
• Organise and manage office documents and files efficiently.
• Answer phones and handle general enquiries.

Claims Handling

• Support the Claims Manager in processing and inputting claims into our CRM system, Acturis.
• Communicate directly with clients and insurers regarding claim details and status updates.
• Ensure accurate documentation and timely follow-up on claims.
• Assist in resolving any issues related to claims processing.
• Claims include Fleet, Commercial & Medical Malpractice.

Training and Development

• Participate in ongoing training to deepen industry knowledge and expertise.
• Learn effective communication techniques for client and insurer interactions from industry experts.
• Become proficient in using Acturis, our client relationship management system, if not already familiar.

Commercial Account Handler Tasks

•Handle customer enquiries and manage accounts, providing excellent service.
•Liaise with insurance companies to obtain competitive quotes and solutions.
•Develop and maintain strong relationships with clients.
•Generate specific quotes using Acturis and stay informed about industry trends and changes.

About You

•You will ideally have some administrative or office-based experience within an Insurance environment, however we would also consider candidates looking for their first step in to the corporate world who are keen to learn and build a career.
•You will have a strong attention to detail and understand the importance of following process and keeping documentation and systems up to date.
•You will be a confident written and verbal communicator with the ability to build relationships with internal and external stakeholders.
•You will have strong IT literacy and experience working with different systems and Microsoft products. Experience working with Acturis is desirable.
•You can demonstrate excellent team work and understand the importance of contributing to the wider team.
•You will be self motivated and able to prioritise your own workload within relevant time frames and meeting realistic deadlines.

For more information on this role, please contact the People & Culture team – people&culture@specialistrisk.com

To apply, please submit your C.V. and any relevant supporting documentation via email, stating which role you are interested in.

Apply here