Existing Business Executive
3 days ago
Worcester
The Role Completing the full renewal journey for the customer, you will be responsible for dealing with a range of retail clients, from initial renewal contract through to sending new documents. It is vitally important that you have at least 1 years experience as a broker, dealing with property owners and/or home insurance. Responsibilities & Duties: • To process renewal instructions compliantly and efficiently, • To ensure that all communications with clients are accurately recorded as per the firm’s procedures manual, • To chase renewal instructions from clients and brokers in order to complete the renewal process, • To utilise markets established since the last renewal or inception which may be better suited to the client’s requirements or which may offer preferential terms, • To develop ongoing, mutually beneficial relationships with brokers, clients, introducers and insurers, • Negotiate terms with insurers in the best interest of the insured, • Adhere to all company policies as detailed in the company handbook, • Embrace and use Broker Assess for all CPD, ensuring you meet minimum standards as laid out by the firm, • Respond in a timely manner to all client queries and ensure that communications with the customer and/or insurers, or other relevant business contacts are recorded and uploaded on to the firms back office recording system Skills Required: • Ability to prioritise and organise own workload to ensure that deadlines are adhered to, • Ability to construct effective written communications, including letters, emails and reports, • Ability to liaise confidently and effectively via the telephone, in writing and face to face, • Able to manage time effectively, • Knowledge and understanding of a wide range of insurance contracts including current market conditions, • Knowledge and understanding of FCA rules guidelines as well as GDPR & IDD, • Knowledge and understanding of the firms IT system and use of its computer quotation engines, • Willingness to continue to learn and develop, • To always be open and cooperative with the FCA, the PRA, and any other regulators including compliance teams for e.g., • To observe the correct standards of market conduct