HNW Private Clients Insurance Account Handler

Looking for someone ideally from a HNW / Private client background
SALES
Proactive generation of new business appointments and sales to realise individual new business targets and self monitoring individual sales activity to ensure all avenues are maximised.

To realise individual sales targets through the achievement of new business and renewal figures, self monitoring individual sales activity to ensure all avenues are maximised

To track and monitor progress of activity monitoring conversion rates for leads, appointments, quote and sales activity.

To generate and support target market focus projects across the company.

To adhere and support new and existing sales incentives across the company, i.e. Cross selling, networking and referrals.

CUSTOMER SERVICES
To ensure that customer service levels are implemented and maintained to a high level ensuring that team achieve results whereby at least 90% of clients are satisfied with the level of service provided.

To ensure that there are no more than 1% complaints per month for the department.

To ensure that telephone response times are maintained in accordance with specified parameters.

To ensure that all complaints are dealt with within 1 working day in accordance with FCA requirements, or if unresolved/unsatisfied such complaints are passed to compliance manager immediately.

ACCOUNT MANAGEMENT
Ensure that insurance and risk management needs are fully met to the satisfaction of clients and the team.

Accurately document all instructions/conversations with clients on manual and IT based
To encourage long term relationships with our clients ensuring that a minimum renewal retention rate of 90% is obtained.

Competently undertake and complete general office administration including, but not limited to, company and team post, photocopying, filtering phone calls, filing and scanning.

Deal with enquiries by telephone, email and in person from clients, colleagues, insurers and third parties as required.

To work in line with established administration processes to ensure all documentation are accurately produced and distributed to clients for new business, renewals and mid term adjustments.

To ensure general accounting functions for clients are completed in a timely manner, to include accurate record keeping, ensuring credit control processes are adhered to and back office z readings are completed and filed daily.

Complete daily processing of cheques, monies and credit card payments in line with FCA guidelines

To accurately process finance over riders.

To ensure the timely payment of commissions by third parties.

PERSONAL DEVELOPMENT
To maintain a sound knowledge of clients industries, businesses and risks.

To be working towards or achieved the Certificate in Insurance.

To correctly complete and participate in Continual Professional Development, with monthly sheets being submitted to the Team Leader.

ACCOUNTING, FINANCE & OFFICE
To navigate and effectively maintain manual and IT systems for processing, accounting and administration purposes, making recommendations for development and improvements where applicable.

To be aware of premium dues and bad dept and minimise levels working in line with processes and procedures to avoid credit control referrals.

To maintain open lines of communication with accounts to assist in the resolution of account queries within the specified timeframe.

To monitor and communicate potential marketing and advertising expenditure with the Team Leader.

To ensure that Health and Safety processes are adhered to within the department in accordance with company procedures.

To ensure that all claims notifications are communicated and passed through to the Claims department immediately by all employees.

Assist in the creation, development and implementation to improve processes and procedures for the team and company.

To provide flexibility and support to the business, undertaking any reasonable tasks as requested by your manager or member of the management team.

FCA & COMPLIANCE
Ensure all activities and customer interactions are conducted in full compliance with FCA regulations, guidelines, and industry best practices.

Be aware of changes in FCA rules and regulations, ensuring knowledge of internal policies and procedures are kept up to date and adopted

To ensure regulatory standards relating to your work are consistently met.

Identify and report any potential breaches or risks relating to FCA regulations and support remediation efforts.