Duties and Responsibilities
Commercial Business:
- Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work:
- New Business
- Renewals
- Mid Term Adjustments
- Claims
- General Policy Queries
- Premium Financing Arrangement
- Ensure all business activity fully complies with FCA regulation and company procedures.
- Conduct learning, training and assessment exercises, identify further areas for own development as required.
- Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
- Develop and maintain a professional working relationship with all customers and provide expert product advice and guidance.
- Actively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost-effective cover.
- Effective broking of new business opportunities presented by account executives.
- Identification of customer needs.