The successful candidate must have a minimum of 2 years’ experience in providing specialist advice in the insurance market and be qualified to a minimum of Cert CII.

You will be able to demonstrate experience of renewals, mid-term adjustments, closing sales, obtaining quotations, cross sales and invoicing of premiums.

Responsibilities:

• Assist in achieving client retention targets and develop a strategy for renewals with the Account Executive.

• You will be required to attend client meetings, action meeting points and undertake market research to establish most competitive terms available.

• Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system

• Obtain renewal terms, present to client and process adjustments in line with procedures, including notification to insurers, issue revised documentation and collection of additional premium.

• Produce and issue professional summaries and reports using client's templates.

• Issue renewal documentation in line with contract certainty.

• Ensure premiums are collected prior to the commencement of cover

• Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.

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