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Trainee Insurance consultant
3 months ago
Ref: 617Role: Trainee Insurance consultantSalary: Minimum wage, age dependantLocated: Wath Upon DearneHours: - Monday to Friday 8.30am – 5pmOur client is looking for a Trainee Insurance Consultant to retain and grow the business.Benefits:
- Dress down Fridays
- Company provides breakfast last Friday of the month.
- Private parking
- Pension contributions
- Traditional values
- Team spirit is good with lots of in-house collaboration.
- CII support for sales if interested.
- Acturis knowledge preferred.
- Primary focus on retention of personal lines and small commercial business through the renewals, new business quotes and mid-term adjustment process meeting reasonable targets, which are reasonable and fair, as set by the Managing Director and/or Operations Manager.
- Generating new personal lines and small commercial business through warm leads.
- Meet business administration requirements including support of internally based sales administration and support on claims when required, in line with FCA regulatory requirements.
- Responsibility for maintaining personal lines and small commercial business through the renewals process and increase the growth of personal lines and small commercial sales across the business by assisting in quotations for new business and supporting the personal lines sales team.
- Adhere to all business policies and procedures and ensure compliance with FCA regulations across all business activities.
- Where possible, engage in innovation of product lines to increase profitability across the business by sharing expertise and ideas with the Company subject.
- Support all employees of the business in all matters of personal lines and small commercial administration when required.
- Ensure proper documentation and record keeping of all business activities in line with business requirements, policies, and procedures and FCA regulatory compliance.
- Actively encourage and engage in improvements that can made to the operations of the business as and when required.
- Undertake any other activities as requested by the management team as and when required.
- Excellent time management and organisational skills
- Ability to work using your own initiative.
- Expert communicator and collaborator, with exceptional client care skills
- An incredible eye for detail with an ability to think outside the box.
