Do you have a minimum 5 years’ experience handling Truck or Fleet Insurance?
Are you qualified to a minimum of Cert CII?
Your new role:
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Administration of clients’ insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.
Provision of high-level professional advice to clients
Key Responsibilities
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- Providing an excellent level of service thereby achieving client retention targets.
- Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
- Understand the market to establish most competitive terms available.
- Obtain renewal terms and present to client.
- Produce and issue professional summaries and reports using client templates.
- Issue renewal documentation in line with contract certainty.
- Ensure premiums are collected prior to the commencement of cover and in line with client procedures.
- Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
- Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.
- Produce accurate and professional documentation at all times using relevant client templates.
- Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
- Actively cross-sell products from other Divisions.
- Refer all queries that fall outside own experience, knowledge and authority to senior staff.
- Liaise with and assist other branches and Group Resources as necessary.
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Knowledge
- Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR.
- Working knowledge of client product range, policy wordings and service standards.
- Responsibility for own personal development and for keeping own knowledge up to date by the use of e-learning, in-house courses, and studying for professional qualifications in order to gain the required CPD points
Skills
- Good level of technical insurance skills, to be assessed by regular in-house testing.
- Accuracy and attention to detail.
- Ability to process work quickly and efficiently.
- Ability to prioritise work and meet deadlines.
- Excellent client service skills.
- Good negotiation and broking skills
- Excellent oral and written communication skills.
- Ability to gather and analyse information from the client.
- Ability to identify and respond appropriately to an individual client’s level of understanding.
- Ability to persuade and influence others.
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Please note, should you not receive feedback within 28 days, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.
