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To provide professional advice and service to all clients. Effectively manage policy events following compliant processes ensuring that all customers are dealt with professionally and fairly. To retain existing customers and write new business by the continual development of relationships and delivery of excellent customer service.
Job Responsibility:
Determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients
Provide quality service to clients, covering all details of their insurance arrangements, to advise, review, arrange and secure the appropriate cover at a competitive premium
Responsible for the review and action required on policy and client information
Be vigilant in day to day operations to identify and mitigate the impact of potential issues ensuring remedial action is taken where necessary
Build effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists to maximise business opportunities
Build and continuously enhance relationships with company’s panel of insurers and maintain a profile within the insurance market
Proactively work with colleagues across the business to identify and maximise opportunities for growth
Place commercial lines business within approved markets to best meet the clients needs based on the knowledge of the client, the insurance market and industry sector proposition
Ensure clients are appraised of updates regarding political, regulatory and market changes that may impact them and their business
Reviewing the adequacy of covers and suitability of the terms being offered to clients
Liaising with relevant departments, to ensure all queries are resolved quickly and efficiently
Requirements:
Minimum 5 GCSE, Grades A-C including English and Maths
Experience of working within the UK insurance market and a good understanding of the role of regulation and compliance
Experience of General Commercial classes of business
Client service and administrative experience, adhering to processes and systems with a high level of accuracy and attention detail
Previously worked within a team servicing both clients and colleagues whilst also possessing excellent negotiating skills
Organised with good time management skills working to agreed priorities
Good communication skills to effectively liaise with internal colleagues
Computer literate with good experience of using MS Office Suite
Operational use of Acturis ensuring updates are made accurately to data quality standards
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