Our client a Commercial Insurance Brokers in Purfleet, Essex require a Existing Business Advisor to join their busy team on a permanent basis.
To work in our Motor Trade department and maximise company Renewal Retention and Income by liaising with potential customers and the company’s Insurer partners to obtain the best policy cover and a competitive premium for the client.
Duties and responsibilities:
To work through generated renewal invites, carrying out underwriting and contacting clients by telephone with the intention of closing policies due for renewal.
To Act as a contact and focal point between a potential customer and an insurer to ensure the potential customers particular needs are met and that the policy offered is fit for the potential customers’ requirements based on their declared demands and needs.
Processing Mid Term Adjustments and Renewals on all product lines including collection of premium(s) and any details required to complete the processing of a policy for passing over to insurer
To ensure individual and department KPI’s are achieved on a consistent basis which include retention and add on sales
Play an active part within the existing business team, following company compliance and any internal processes
Keeping up to date with the organisations products, services and strategies.
Liaise with customers and insurers ensuring that the organisation is represented, at all times, in a professional and courteous manner.
Accessing and acting on instructions extracted from the organisations in-house diary system and where appropriate ensuring that future actions are diarised forward.
Answering and responding to both customer and insurers queries via telephone, post or e-mail in a timely manner, avoiding delays, which may cause the organisation harm (financial or otherwise).
Understanding of FCA compliance and Treating Customers fairly
Insurance background preferred
A strong background in Sales and Customer Service
Good communication skills both verbal and written
Organisational and good time management skills
Good Standard of Education
Salary based on experience will be between £15,350 -£19,000 with the option of earning commission on top after successful 6 month probation period
Enrolment into a Pension Scheme
21 days holiday + bank holidays.
Permanent – Full Time
Hours 9am – 6pm Monday to Friday
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