PURPOSE OF THE ROLE:
To provide advice to clients in a competent manner and within compliant guidelines as stipulated by the Regulator and the Company
To advise and arrange general insurance cover for retail and commercial clients
To deal with renewals, MTAs and claims
The employee will be able to support the Company’s goals by demonstrating excellent communication skills and expertise in providing expert advice and guidance to customers in aspects of risk management and insurance portfolio.
THE IDEAL CANDIDATE WILL POSSESS:
A good understanding of the insurance market and products in the sector
An ability to identify and match the company’s products with customer enquiries and the ability to identify market opportunities/trends
Good keyboard skills including Microsoft Office, e-mail, internet and MIS system
Excellent written and communication skills, a proven ability to make professional presentations for existing and potential clients, report writing.
Handling confidential information
Analysis and judgement
Influencing and persuading
Innovation and creativity
To negotiate terms on behalf of our clients with underwriters and the compilation of risk submissions to present to underwriters
Issuing insurance registers, summarising the scope of insurance cover
Processing commercial claims in line with service level agreements
Presenting reports to existing and potential clients, issuing risk presentations and providing advice to customers on how to deal with risks
Comply at all times with the requirements of Financial Services and Markets Act 2000 and the FCA rules
To maintain professional competence by complying at all times with the training and competence procedures of the organisation
To support the departmental Key Performance Indicators and service level agreements as directed by your Line Manager
To undertake all other duties as reasonably required and directed
Meticulous record keeping – ensuring TAM is updated at all times.
GENERAL COMPANY RULES APPLICABLE TO ALL STAFF:
You must conduct yourself and perform your work at all times in a manner that is in the interests of the Company. Any conduct detrimental to its interests or its relations with any third party, or damaging to its public image, shall be considered to be a breach of the Company’s rules
You are expected to achieve and maintain a good standard of work and to show a conscientious approach to the job or to the detail of that job to a standard that may reasonably be expected
You must maintain acceptable attendance at work and timekeeping
You are expected to read and observe all authorised notices that are displayed by the Company
You are engaged on the basis that you must be prepared to undertake reasonable duties other than those for which you have been specifically engaged to ensure maximum efficiency
An orderly and courteous manner must be maintained at all times.
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