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Customer Service Advisor – Fixed-Term Contract (6 months)
Marsh McLennan. Manage daily client activities and produce complex documents and information .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client portfolios and producing complex documents while ensuring compliance with insurance principles and performance standards. Proficient in calculating premiums and adjustments, with a strong focus on customer service and operational objectives.
Highest-signal resume keywords
Client Portfolio ManagementDocument ProductionPremium CalculationInsurance Principles KnowledgeInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Document ProcessingPremium CalculationMotor Insurance AdjustmentsPolicy Endorsements DraftingPerformance Indicator Monitoring
Soft Skills
Attention to DetailCustomer Service MindsetTeam CollaborationAutonomy
Tools & Technologies
Microsoft WordMicrosoft Excel
Industry Keywords
Insurance SectorService-Level AgreementsKey Performance IndicatorsContractual Terms VerificationStakeholder Communication
About the role
Key responsibilities & impact- Manage daily client activities and produce complex documents and information
- Contribute to operational objectives relating to service quality, performance indicators, and customer satisfaction
- Manage a client portfolio
- Produce and process the documents and information required to monitor cases
- Prepare certificates and follow up on responses from insurance companies
- Monitor the updating of insured values and verify their consistency
- Update the contact details of stakeholders
- Provide telephone support to clients
- Draft policy endorsements under the supervision of specialist advisors
- Calculate premiums and distribute billing information
- Monitor payments and the processing of formal notices
- Comply with policies, procedures, and performance standards
- Contribute to service-level agreements, key performance indicators, and the objectives of the Operations team
- Monitor motor fleet schedules, manage vehicle additions and removals, submit declarations, and issue Green Cards
- Calculate motor insurance adjustments on a pro rata temporis basis or using the half-difference method
- Verify contractual terms and request figures from clients or insurance companies
- Calculate adjustments and allocate them by site
- Monitor project completion dates and completion certificates or end-of-works documentation for the issuance of adjustment endorsements
Requirements
What you’ll need- Proven initial experience in a similar role, ideally within the insurance sector
- Strong interpersonal skills and the ability to work as part of a team
- Autonomy, attention to detail, and a strong customer-service mindset
- Good command of Word and Excel
- Ability to process information and documents accurately and meet deadlines
- English language skills would be an advantage
- Maintain a basic knowledge of insurance principles and applicable legislation
Benefits
Comp & perks- Development opportunities
- High-value assignments
- Close managerial support
- Dynamic and inclusive culture
- Wide range of career opportunities
- Benefits designed to promote wellbeing
- Flexible and hybrid working environment
- Remote-working flexibility
- Collaboration, networking, and professional development opportunities in the office