Responsibilities
- Achieve individual objectives and key performance indicators as set and agreed
- Provide a proactive and responsive renewal service using best endeavours to retain clients at renewal through promotion of key selling features and effective liaison with insurers
- Invite renewals
- Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction
- Ensure all policy administration is dealt with in a professional and timely manner
- Underwrite scheme policies within underwriting authority level & referral guidelines
- Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible
- Check, process and issue new policies
- Adhere to all Company, regulatory and compliance guideline requirements
- Maintain own technical competence
- Support colleagues from all areas of the business as required
Qualifications
Chartered Insurance Institute Certificate in Insurance
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