About the Role:
Reporting to a Company Director, your overall function will be to provide clients with appropriate advice and a quality service to meet their individual insurance needs, whilst treating customers with the high level of customer service that they have been accustomed to receiving from the business.
Having a high regard to regulatory obligations, upholding a professional image, and maximizing business opportunities is an intrinsic element of the role.
Key Responsibilities:
Prioritize and handle all work promptly and accurately.
Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
Produce accurate and professional documentation at all times.
Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
Refer all queries that fall outside own experience, knowledge and authority to more senior staff.
You will be part of a close team in an office with an open door policy.
This brokerencourages cross company learning and discussion.
Issuing renewal documentation and data input.
Dealing with client payments in line with the companies procedures.
About You:
Seeking candidates at any level with strong experience in Commercial Lines CIP insurance qualification Team Player you will be joining an experienced team of professionals who will do their upmost to make you part of the team.
There is therefore an expectancy that this would be reciprocated in your day to day activities.
This is a second generation family business and as such their values to both our customers and fellow staff members shine strongly in everything they do.
Strong interpersonal and communication skills to effectively assist clients with their inquiries, providing prompt and courteous service.
Ability to manage multiple tasks and deadlines, maintaining organized records, and dealing with a large volume of work in a calm and proficient manner.
Ability to meticulously handle and review policy documents, ensuring accuracy and compliance with company and regulatory standards.
Ability to work effectively within a team, collaborating with colleagues to achieve common goals and deliver exceptional service to clients.
Benefits Package:
Annual Bonus Pension Contribution Healthcare Insurance Income Protection 4 x Salary Death in
Service Skills:
commercial account executive cip apa