Total 9 Finance / Banking / Insurance job vacancies in Long An

• Cost planning and controlling for HSE department supporting
• Inventory scrapping and stocktaking difference releasing
• Monthly business reporting (time schedule and task releasing in Teams, personnel capacity, overhead cost, IFRS16,…)
• Resource controlling (inventory and fixed asset stocktaking, asset labelling,…)
• Improvement topics supporting: Power Automation, Power BI, SAP BW, etc. 
• Meetings preparing and minutes recording 
• Presentations preparing (slides, marketplaces…)
• Other ad-hoc tasks

Company:

Guy Carpenter

Description:

We will count on you to:

Coordinate Client Services

• Produce and manage business development and revenue generation for the business for North China Team
• Develop and present new/renewal/prospective presentation to clients and reinsurers to grow revenue
• Identify and pursue potential opportunities to win new clients and projects to drive overall unit or department revenue growth.
• Connect with Strategic Advisory, Analytics, Advisory and Accounting and Fiduciary groups to provide expert and technical support to clients

Provide Broker Support

• Support the best broking practice, which includes client proposal, presentation, market submission, execution, and etc.
• Support the development and presentation of innovative solutions for client needs and complex risk situations.
• Coordinate more complex responses to client queries and concerns to ensure issues are resolved completely and promptly.
• Grow and maintain strong relationships with insurers/ reinsurers, clients, and colleagues to drive high client satisfaction.
• Demonstrate a thorough understanding of various lines of business and reinsurance markets.

What you need to have:

• Good academic track record, preferably in a numerical discipline.
• Strong analytical and technical skills. Comfortable with conducting comparative analysis, managing large amounts of data in an efficient manner. Ability to articulate complex and technical information in layman and concise ways through written and verbal communication.
• Self-motivated to seek out knowledge, test ideas and ways to contribute to the team.  Ability to identify trends in the market and find innovation solutions.
• Strong interpersonal skills for establishing and maintain good client, reinsurer, and internal relationships.
• Outstanding project management skills, in planning ahead the different milestones to achieve and execute in a timely manner with strong commitment on quality.
• Computer literacy especially in Microsoft Office.
• Strong language capabilities in English and Mandarin Chinese.
• 1-3 years relevant work experience in (re)insurance industry or agricultural insurance is a plus

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment.  We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.

About us

Guy Carpenter

Guy Carpenter & Company, LLC is a leading global risk and reinsurance specialist with more than 3,100 professionals in over 60 offices around the world.  Guy Carpenter delivers a powerful combination of broking expertise, trusted strategic advisory services and industry-leading analytics to help clients adapt to emerging opportunities and achieve profitable growth.  Guy Carpenter is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people.  For more information, visit www.guycarp.com and follow Guy Carpenter on LinkedIn and Twitter@GuyCarpenter.

Marsh McLennan

Marsh McLennan (NYSE: MMC) is the world’s leading professional services firm in the areas of risk, strategy and people. The Company’s 76,000 colleagues advise clients in 130 countries.  With annual revenue over $17 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh provides data driven risk advisory services and insurance solutions to commercial and consumer clients. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations redefine the world of work, reshape retirement and investment outcomes, and unlock health and wellbeing for a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit mmc.com, follow us on LinkedIn and Twitter or subscribe to BRINK.

Empowering Africa’s tomorrow, together…one story at a time.

Job Summary

Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their banking, lending and foreign exchange requirements. Provide specialist advice and support in the development of tactical strategy and plans. AND/OR provide specialist advise and support in terms of practice formulation and associated best practice improvements

Job Description

New Business Organisation: Devise short term tactical plans to meet annual budget and targets up to a 6 to 12 month timeframe Identify, develop and source new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, Absa Group Limited Group internal networks and fostering greater collaboration within group and WIMI business unit; Achieve personal targets for new and existing clients for Transactional Banking, Credit, FX. Make a contribution to referring relevant business to other parts of Wealth Advisory and/or the broader Absa Group Limited Group. | Client service - Manage and Grow Existing Client Relationships: Quarterly meetings with each client in your designated portfolio; Undertake annual credit reviews to assess the health of your Clients financial position, with co-operation from the various teams in the region Maintain the highest levels of service and delivery to existing clients at all times, ensuring that all teams of specialist support within the region work together to deliver client experience as well; Act as the key contact point/ gatekeeper and coordinator for all client advice Transactional Banking, Credit, FX. Assist in the liaison with various internal stakeholders to assist in achieving business objectives in Structured Lending, Advisory, FX, SSG and Investment Banking fees Act as the key contact point for all client transaction queries across multiple locations within a Region. | Client Relationship Management: Maintains highest levels of service and delivery to existing clients at all times Key contact for all banking and credit (vanilla credit) advice and client queries Key interface between clients and other parts of Absa Group Limited/WIMI and the wider Absa Group Limited Group | Involvement in credit related tasks: Client interaction including: gathering of information related to Transactional Banking, Credit, FX ensuring efficient Client interactions; Accountable for providing information related to the security status reports and performance of financial analysis; Ultimately responsible for ensuring that credit review processes is conducted on time; Liaise with the product houses to ensure credit tasks related to clients in terms of credit reviews, overdrafts and home loans are completed; | Governance and Control: Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating model. Ensuring that all actions are in line with procedures according to the Front Office manual. | Query Resolution: Undertake query resolution related to client portfolio Act as the escalation point for serious issues related to client complaints | Operational Support: Provides accurate/timely preparation of file notes, client letters and other client documentation (e.g. marketing material) for all client meetings and follow up as required; Act as focal point for clients dealing with day-to-day administration across the range of services and products. | :

Education

Postgraduate Degrees and Professional Qualifications: Business, Commerce and Management Studies (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised

We recognize talent comes from a wealth of experience and ideas beyond just the technical specifications of a role. If you feel like you can make a meaningful impact even if you don’t necessarily check all the listed requirements, please still consider applying. Diversity of experience and skills supplemented with drive are cornerstones to innovation and excellence and we encourage people from all backgrounds to apply to our positions.

Who We Are and The Importance of the Role

Citi Commercial Bank (CCB) works with mid-market and fast growth businesses across the world, especially clients with international presence and aspirations. The key outline of this role is to help nurture the growth of cash revenues for CCB clients headquartered in Germany  An ongoing commitment in identifying new revenue streams and flows, support and own RFPs and deepen wallet penetration for revenue realisation. Through those activities you’ll achieve an annual growth rate in cash revenue for the Germany CCB business whilst overseeing sales performance. This is an experienced individual contributor role that is expected to deliver fast sustainable growth with the ability to manage multiple clients and senior management demands.

Core Responsibilities:

• Grow new Germany Commercial Business & deliver on ambitious revenue growth
• Drive strategic initiatives, new product commercialization and process rationalization to help grow revenues
• Become subject matter expert for solution-based selling, and foster incoming talent with the right mindset
• Become an expert on all treasury and cash management offerings both at the bank, and the broader market
• Lead critical sub-products/workstreams that are foundational pillars for success
• Work with management on planning, resourcing, and market expansion
• Evaluate issues to identify potential impact and take steps to mitigate, advise proactive solutions and develop an approach involving weighing of various alternatives.
• Provide solutions for all escalated client issues and co-ordinate resolution ensuring best possible client experience.
• Keep the management team updated on progress of the team’s performance, with a plan on how to solve for potential challenge
• Working closely with Product Teams and Coverage Banking to ensure complete alignment in client planning, opportunity targeting, deal progression and revenue growth
• Strong collaboration with peers in other parts of EMEA and other regions to ensure that cross-regional opportunities and multi-regional / global opportunities are appropriately managed
• Regular tracking of deal pipeline and review of implementation and revenue realization.
• Foster productive working relationships with partner groups across regional/global product teams, and work with the CCB Germany RM team and Product teams to build solutions based on clients’ needs.
• Proactively working with RMs to drive business growth, owning cash deals from origination to execution. Being a point of contact for cash matters to Germany clients.
• Identify cross-regional client and industry segments with potential cash opportunities and structure product solutions specific to the client/industry segment.
• Lead initiatives including events that facilitate Citi Treasury and Trade Solutions in deepening client relationships, strengthen Citi brand as an industry thought leader, etc. Contribute to growing CCB Germany business through strategic thinking and taking-on special projects.
• Work with Treasury and Trade Solutions (TTS) teams across product, sales and implementation to own the execution of the deals won.
• Increasing customer volumes/revenues in a dynamic and evolving environment.
• Travel: 50%-70%

Skills that will help you in the Role:

• Expert on the Germany /Western Europe market, understanding market forces and drivers
• Excellent interpersonal, communication and presentation skills and ability to influence decisions at all levels;
• Ability to multitask and prioritise conflicting deliverables both for clients and internally
• Experience in managing client relationships, ability to influence others to support client needs
• Know where to apply sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency
• Fluency in German, English and in any other European language(s) will be complimentary
• Communication skills for effective presentations, pitches and conversions
• Ability to identify problems and solutions leveraging cash product propositions, business drivers, policies, customer needs and market trends
• Demonstrate thought leadership and vision for future planning and growth
• In-depth knowledge of regulations, market practices and bank operations
• Strong focus on delivery, ability to turn concepts into actionable solutions;
• Ability to create longer term, positive trust and advisory based relationships will all the customers in the portfolio.
• Open-mindedness to evaluate various alternative solutions to customer needs.
• Clear understanding of the core Cash Management product suite including payments, collections, and liquidity.
• Technical skills: MS Office, PowerPoint knowledge, CRM applications and awareness of ERP and Technical integration will be a bonus

This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015

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Job Family Group:

Commercial and Business Sales

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Job Family:

Commercial Product Sales

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Time Type:

Full time

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

North Star Academy Trust is a small multi-academy trust that was set up with the ambition to improve the SEND provision in the South West and provide as many young people as possible with a bespoke, specialist education that is tailored to each individual's needs. We currently consist of a primary school North Star 82°, a secondary North Star 240° and an outreach programme North Star Outreach, with plans to open a third school North Star 265° in 2024.
We are looking to appoint a Finance Administrator to join our Central team dealing with day-to-day finance duties and administration. The successful applicant will ideally have experience of working within a finance environment, the ability to work in a friendly and professional manner with strong planning, organisational and communication skills. This post will be based at our secondary school, North Star 240°, although it may involve work at the other schools in the Trust on occasion.
As Finance Administrator, you will:
• Process all purchase orders and invoices on our Finance System
• Ensure that transactions are processed promptly and in line with the Trusts financial policy
• Develop and maintain effective financial administration systems in order to provide an efficient support service to all budget holders within the Trust
• Maintain an efficient filing and record system
We are looking for someone with:
• A strong background in finance or administration
• Excellent written and verbal skills
• Good planning and organising skills
• Excellent attention to detail
• The ability to work under pressure, prioritise and meet deadlines
• Qualified at Grade C or above in GCSE Maths and English
• Excellent IT skills with proficiency in Word, Excel and Outlook
You will be required to work 32.5 hours per week, 39 weeks per annum. Actual salary £20,643 - £22,100 per annum. This is a fixed term position with potential to become permanent.
We will interview as applications are received so please submit an early application.
You will be part of:
• An exciting and innovative development of an All-through learning community
• A dedicated team of staff who strive for excellence
• A caring and inclusive ethos
• A school which has supportive Trustees and Parents with high expectations of the school
In return, we offer a competitive salary, pension, a supportive team, training and development and the potential for career progression to the right person.

負責職務 處理及核對各項貸款申請，負責分行客戶服務工作 協助公司市場推廣活動 一般文書工作，資料輸入及檔案處理 入職要求 中三或以上程度 良好服務態度及溝通技巧 積極主動有責任感，守時細心 基本電腦操作及中英文打字 良好粵語，基本普通話及英語 員工福利 12-16日有薪年假，銀行假期，生日假期及生日利是 年終花紅 及 醫療保險 在職培訓，良好晉升機會   求職者可透過以下方式查詢： 電郵履歷表至 hr@unionfinance.com.hk， WhatsApp 9045 2802／致電賴小姐 3188 1070 如要索取收集個人資料聲明，請與賴小姐 3188 1070聯絡。

Bring your possibility to life! Define your career with us

Job Summary

To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience, all within the scope of the Bank’s risk, regulatory and compliance frameworks.

Job Description

Accountability: To build customer relationships in the preferred market segments:

• To own the primary relationship with our clients by being the client’s main contact point and to work collaboratively with specialists (ie financial and estate planners) to ensure that our clients experience the full spectrum of our value proposition.
• To ensure that you achieve the required contact strategy relevant to your portfolio based on client segmentation of your bespoke portfolio.
• To build, maintain and execute on client relationship plans to ensure you fully understand your clients’ needs and that we hold the primary relationship with our clients.
• To secure new business through interaction and engagement with current and prospective clients and leads generation and ensure new clients are fully on boarded.
• Ensure retention of clients in within acceptable targets and apply remedial actions where appropriate.
• Consistently achieve customer satisfaction scores as per agreed threshold by ensuring that customers are appropriately serviced in line with our value proposition.
• To work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio.

Accountability: Deepen relationships with our customers through meeting their individual needs and achieving the required income from each portfolio.

• Prepare weekly for performance discussions with Area Manager Coverage to review client contact plans, client relationship plans, opportunities, successes and support required.
• To review and negotiate pricing structures with clients, in line with the Absa Pricing policy to ensure that the portfolio profitability is managed optimally.
• To effectively cross and up sell the appropriate products to the clients ensuring that all requirements in terms of FAIS (Financial Advisory and Intermediary Services Act), FICA (Financial intelligence Centre Act) and NCA (National Credit Act) are met.
• Drive Income growth of the Portfolio through the acquisition of new clients
• Analyse sales achieved against opportunities in portfolios on a monthly basis for new and existing client
• Complete a monthly analysis of the profitability of the portfolio of clients including the quality of credit and make recommendations to the Area Manager Coverage if actions are required for identified clients.

Accountability: Protecting our assets through appropriate levels of Risk and Credit Assessment

• Co-Manage high risk clients’ accounts in collaboration with Risk stakeholders
• Ensure transparency and open dialogue between credit and the client by communicating the client’s requirements, by means of properly motivated and well-articulated motivations with the required supporting documents and giving feedback on the banks’ position regarding these requirements.
• Assist with the development of high quality credit client solutions which are both practical and appropriate (i.e. lending structures) for clients by influencing credit with knowledge on the client’s requirements as well as business and industry related knowledge
• Coordinate and drive outstanding client reviews and ensure timeous finalisation.
• Ensure that arrangements with clients are within the credit guidelines and that credit is informed of any special arrangements via utilisation of the prescribed systems.
• Takes ownership of the portfolios risk management through consistent application the bank’s regulatory and compliance framework.

Accountability: Colleague and Personal Development

• To act as backup for other Private Wealth Bankers in the team in case of absence or during peak times according to the agreed schedule as provided by management.
• Keep abreast of developments in the industry/sector to ensure adequate client service and to support potential risks and or opportunities.
• Ensure that Continuous Professional Development (CPD) hours are maintained at all times.
• Complete the relevant Compliance, Risk and System, Product and role fundamental learning as per the Private Wealth Minimum learning requirements.
• Attend relevant economic environmental business forums to be able to raise client conversations to a strategic level.
• Subscribe to relevant segment specific initiatives and apply this knowledge to act on opportunities to maximize revenue and profitability.
• Demonstrate the willingness and ability to perform to the very best levels to ensure personal alignment to Absa’s Values and Vision.

Preferred Education & Experience

• B-degree in Business, Commerce or Management Studies or equivalent NQF Level 7 qualification
• Five (5) years’ relevant Private or Wealth or Premium or Private Wealth Virtual Banking experience
• FAIS Compliance

                                      OR

• National Diploma / Advanced Certificate in Business, Commerce or Management Studies, or equivalent NQF Level 6 qualification • 8 years’ experience in Private or Wealth or Premium or Private Wealth Virtual Banking, of which 4 years must be experience with Non Individuals (Professional Practice) within Private or Business Banking.

Knowledge and Skills

• Sales Acquisition and Business Development

• Customer Relationship Management

• Financial and wealth solutions and planning knowledge, including deal structuring

• Relationship Banking Risk management, including credit knowledge around complex structures as well as solutions

• Financial products knowledge with Superior Communication Skills

Data analysis to enable data led decision making

Education

Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised

10/26/2023

Address:

496 Long Beach Blvd.

Job Family Group:

Commercial Sales & Service

Our Business Banking Relationship Managers provide technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.

• Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.
• Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.
• Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.
• Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.
• Understands customer needs and offers financial solutions that meet customer goals.
• Understands the local market and proactively develops relationships with centres of influence.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides input into the planning and implementation of operational programs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Ensures alignment between stakeholders.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Executes work to deliver timely, accurate, and efficient service.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.
• Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
• Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
• Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Successful completion of CMS Compass Program or equivalent knowledge and experience – required.
• Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
• Strong experience with customer sales and service.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Please note the base salary range for this specific position in Long Beach, South Bay, CA is $75,000 - $110,000.

Compensation and Benefits:

$54,700.00 - $78,150.00

The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Insurance Claims AdvisorSalary £28,000 - £30,000Hybrid working modelBased - Long EatonThe roleThis is a unique opportunity for a Insurance Claims Advisor to join a professional team of insurance superstars! It's a friendly but professional environment within a well-known successful company based in Long Eaton. There will be lots of progression opportunities within this organisation.The duties:· Answer and respond to incoming telephone calls, emails, and allocated post· Respond to clients at the counter and deal with their enquiries· Record all conversations with customers and/or insurers or other relevant business contacts in accordance with the firms procedures· Provide new business quotations and advice for Personal Lines and complete mid term adjustments· Draw client's attention to all information pertinent to their insurance, including duty of disclosure, warranties, and onerous conditions etc.· Place accepted quotations with the relevant insurer and update in house system· Complete renewals within agreed service standards· Check thoroughly all client documentation prior to dispatch and correct as required· Ensure all processes follow the firm's Practices and Procedures manual· Control your own diary· Debt control of own allocated book of business· Ensure the supplies of insurance literature are maintained and up-to-date· Assist with training colleagues as requiredExperience required:· Proven track record of personal lines insurance· Knowledge of Acturis system· Full cycle EDI· Knowledge of the key covers and significant terms and conditions of all policies that are recommended· Experience of the Personal insurance markets· Knowledge of FCA· Data Protection· Money Laundering· Bribery & Corruption· Treating Customers Fairly (TCF)Please click the below link to applyPlease be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy.Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.