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 is a permanent, full-time role working in the Insolvency Bonds Team with three other colleagues. You will be responsible for a portfolio of clients made up of Insolvency Practitioners across the UK.

Key Responsibilities

Main duties include, but are not limited to:

• Managing monthly spreadsheet submissions from each client, placing Bond cover and reconciling premiums.
• Liaising with clients to effectively deal with queries relating to their Bond cover and cases.
• Identifying risk exposures with your portfolio of clients relating to new business, renewals and client changes.
• Preparing new client and renewal documentation, including risk assessments.
• Ensuring all risk information is input to internal systems based on the client’s monthly spreadsheet submission and managing renewals.
• Self-management of workload tasks, to provide a high level of client service.
• Chasing any overdue payments to ensure that Bond cover is in place.
• Ensuring all documentation is kept up to date in a timely and accurate manner.

About You

• You will have experience working in a service-related role, particularly focused on providing outstanding service to corporate and business clients.
• You will be a confident written and verbal communicator with the ability to build professional relationships with a portfolio of Insolvency Practitioners across the UK.
• You will have good experience working with Microsoft Excel and database systems and understand the importance of keeping documentation and systems up to date.
• You will have experience working with invoices and credit control.
• Experience in the Financial/Insurance industry and working with Acturis would be ideal but is not essential.

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