Client Advisor Cover Letter

I would like to submit my application for the client advisor opening. Please accept this letter and the attached resume.

In my previous role, I was responsible for tax consulting and compliance services and expertise to Private Equity and Real Estate Funds, Banks, Insurance Companies and/or International Groups.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Passion for client service and coordinating across a diverse, multi-discipline team
• Demonstrates a balance of creative, leadership and commercial instincts
• Creating and updating informative customer content including tutorial videos and internal documentation
• Client service and solution oriented
• Previous experience of Corporate / Commercial Property and/or Casualty insurance / a brokerage
• Appreciate the Client’s business, business issues, insurance programmes and service plans
• Keep abreast of changing market conditions and informs client executives, insurers, brokers and/or clients of major developments affecting various types of coverage
• Identify the client’s risk financing and insurance needs and objectives

Please consider me for the client advisor opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for information on the brand’s history and recent updates, as well as on stores and products’ details and stock availabilities.

Please consider my experience and qualifications for this position:

• Assist the Client Executive team with the daily servicing of our clients and with the renewal process
• Have strong interpersonal skills and be a good communicator
• Ensuring the successful and optimum utilization of Legal Tracker products and solutions
• Provide the best technical advice and service to Clients and Client Executives, utilising own knowledge and that of colleagues as necessary
• Negotiate renewals, re-marketing and finalise insurance placements
• Provide day to day client support and service with a prompt response to enquiries including invoicing, issue of cover notes, endorsements, and summaries within agreed timescale
• Develop and maintain a good working relationship with colleagues, Insurance Companies and their personnel
• Ensure that compliance procedures and policies are maintained and adhered to at all times

I submit this application to express my sincere interest in the client advisor position.

Previously, I was responsible for and/or coordinate advice and counsel to clients and prospects in the areas of private banking, personal trust and investments.

Please consider my qualifications and experience:

• To be recognised by clients and colleagues as being an expert in their chosen area
• To use their high levels of technical knowledge and experience to the benefit of the Industry Practice
• Supervise, coach and mentor service team members
• Act as a referral point for the resolution of complex client queries inernally and externally
• Review amendment requests from clients, checking against current information, prepare information comparisons as necessary
• To assist Client Executives in the production of reports and summaries of insurance for clients
• Proven administrative experience in a professional services environment (Insurance and/or Financial Services preferred)
• Cert CII qualified preferred, but not essential

I would like to submit my application for the client advisor opening. Please accept this letter and the attached resume.

In my previous role, I was responsible for heritage expertise and advisory support in the areas of urban planning and development/redevelopment in or near heritage buildings and sites as directed by the Director Heritage Asset Advisory; and.

My experience is an excellent fit for the list of requirements in this job:

• To work closely with Client Advisors/Executives to ensure that all client instructions and requirements are handled promptly and accurately
• Assist the Client Executives and play an active role in new business reviews
• Negotiate insurance premiums and cover with Insurers in line with Client requirements
• Client business retention by efficient and prompt handling of all matters, day to day enquiries, and renewals
• Demonstrable experience of working in a similar capacity and taking ownership of similar responsibilities in an office environment would be advantageous, ideally within Insurance or Customer Service
• Strong relevant background in servicing corporate accounts, having gained this experience working for a Broker and/or Insurer
• Ideally Cert or DIP CII qualified
• Excellent client etiquette

I am excited to be applying for the position of client advisor. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for internal evaluation of positions to review internal equity in line with job evaluation methodology, and the principles relative to organizational design.

Please consider my experience and qualifications for this position:

• Ensure cover placement in line with client instructions is delivered on time
• Fully Qualified CIP and/or working towards Qualified ACII (desirable)
• Flexible and team player – develops close partnerships with onshore and offshore colleagues
• Demonstrable experience of working in a similar capacity and taking ownership of similar responsibilities in an office environment would be advantageous, ideally within Insurance or Financial Services
• Cert CII preferred, but not essential
• Proven experience of working within a similar role, with medium to large UK and Global Accounts
• Awareness of Clients’ business, their business issues, insurance programmes and service plan
• Previous experience working in a high growth technology industry is preferred