Really wonderful, superb, INSURANCE & FCA knowledge opportunity within the Company we are supporting with an existing business broking team. The clients are a diverse mixture of large corporate clients encompassing the waste industry, bioscience, care homes and familiar names together with a range of smaller, property owners, shops and charitable organisations. The team receives enquiries via the company website, personal visitors, existing policyholders by email and by telephone which they respond to; providing advice & assistance as required in a time efficient manner. There will be a number of clients you will handle exclusively & work in conjunction with an Account Executive on the larger corporate clients.
PURPOSE OF THE ROLE
- Respond to a variety of enquiries from existing policyholders.
- Provide advice & assistance in respect of current policy covers mid-term adjustments & renewals.
- Review renewals, obtaining quotations, using quotation systems, rating guides or by referring to insurers.
- Communicate quotations, advising the most appropriate in terms of price and cover to meet the clients' requirements.
- Discuss any additional exposures and covers to ensure that all insurance requirements are satisfied.
- Ensure that system records are created and that the required documentation is issued to clients & insurers.
DESIREABLE QUALITIES, SKILLS & EXPERIENCE (in no particular order)
- AN INSURANCE INDUSTRY BROKING BACKGROUND IS ESSENTIAL WITH A NUMBER OF 5 YEARS SKILLS
- An awareness & understanding of FCA rules and how to comply with them is essential.
PLUS, A strong customer service focus.
- A confident telephone manner.
- Strong communication skills, both written & oral with ability to listen engage with people.
- Good numeracy & analytical skills.
- Robust administration skills & the ability to work accurately & consistently.
- Willingness to challenge assumptions & the ability to think "outside the box".
- An ability to work as part of a team and the ability to use your own initiative & manage your own workload.
- Preferably qualified to a minimum of Cert CII.
- Motivated to study for Industry exams.
WHAT THEY PROVIDE
- A competitive basic salary.
- A pension scheme.
- A financial support scheme to obtain professional CII qualifications.
- Regular training, personal development & structured CPD sessions.
- An internal mentoring & support structure.
- A busy & challenging environment.
- Regular social events & the opportunity to participate in visits to client accompanied by the Account Executive.
- A genuine desire to see our staff succeed, grow & progress within the company, Clients.
IF YOU ARE SKILLED INSURANCE AND FCA SKILLED WITH CLIENT SUPPORT YOU CAN APPLY FOR THE ROLE.