Commercial Lines
2 weeks ago
To maintain and develop good relationships with new and existing clients along with development of new business opportunities within personal and commercial insurance sector.
The Role:
•Be aware of market developments in your business areas and ensure you bring them to attention of our clients and colleagues, where appropriate.
•Deal with new business, mid-term adjustments and renewals in the relevant markets in line with company procedures and practice, referring to senior colleagues, experts or insurers when issues fall outside of your own experience.
•To develop own client portfolio
•Make sure all communications with insurers or customers are accurately recorded as per the company's procedures
•Liaise with Insurers, other company staff and claims handlers when appropriate
•Assist the Directors and Managers with the servicing of their clients
•Deal with telephone enquiries promptly, referring the query to the appropriate person when the enquiry falls outside your own knowledge and experience
The Role:
•Be aware of market developments in your business areas and ensure you bring them to attention of our clients and colleagues, where appropriate.
•Deal with new business, mid-term adjustments and renewals in the relevant markets in line with company procedures and practice, referring to senior colleagues, experts or insurers when issues fall outside of your own experience.
•To develop own client portfolio.
Knowledge and understanding:
- Of relevant policies including current market conditions
- Data Protection Act
- Requirements of Money Laundering Legislation
- The Law of Agency
- The principles, practices and legalities of General Insurance
- Of all company specific procedures
- Of FCA rules and guidelines relating to Personal Lines customers and Retail Sales
- Willingness to continue to develop knowledge of insurance and related issues through formal and informal learning, both internal to the firm, and externally
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