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New Business Executive

3 months ago

Colchester, Essex, United Kingdom Lloyd & Whyte Full time
Key Accountabilities will include:
  • Actively secure new business by searching our panel of insurers to ensure the client is presented with the most suitable and cost-effective cover
  • Support the New Business team when required
  • Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
  • Ensure accuracy, efficiency and professionalism when dealing with both the client and insurer and conducting related administration work;
    • New Business & Mid Term Adjustments
    • Queries
    • Payment & Premium financing arrangements
  • Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice
  • Handle any complaints in accordance with regulation, the Company's Conduct Policy, and Guide to Best Practice
  • Conduct learning, training, and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required
  • Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times
  • Ensure compliance with the Individual Conduct rules and Conduct policies
  • Ensure all other company practices and procedures are followed and adhered to
  • Where appropriate take responsibility for meeting the reporting requirements of the FCA
    • Ensure all Key Performance Indicators are achieved and are attained compliantly with FCA regulation
    • Develop and maintain effective and valuable relationships with insurers and underwriters for the benefit of the company and its clients
    • Ensure personal data (client and employee) is secure, held and properly utilised in accordance with the principles of the Data Protection Act and Company policies
    • Prioritise all client communication and ensure it is actioned in a timely way and in accordance with company procedures
  • Maintain all computer and paper files in accordance with company standards (which should be fully compliant with FCA).
We are looking for someone who:
  • Working knowledge of most commercial insurance products
  • Experience of working as an Account Handler/Executive in a similar broking environment (desirable)
  • Experience of working to high standards of FCA compliance
  • Attention to detail
  • Building strong relationships with , clients, insurers etc.
  • Requirement for Cert CII, with support to attain provided
  • Highly organised individual
  • Excellent customer service ability
  • Proven Excel, Outlook and Word experience
  • Experience with OpenGI desirable
  • Strong communications skills
  • Works well within a team
  • Reside within a reasonable commute to our offices in Stanway, Colchester CO3 0BA and willing to travel to other offices when required.