Commercial Lines Technician

2 weeks ago

South East England, United Kingdom Recruit Select Limited Full time
A client based in Sidcup Kent is recruiting for a Commercial lines technician to work within a team. This position is working Hybrid 1 or 2 days in the office /3 days working at home - Monday to Friday 9am - 5.30pm
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 companys 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

Make sure all communications with insurers or customers are accurately recorded as per the companys 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

Provide a quality service to existing clients, covering all aspects of their insurance arrangements; to advise, review, arrange and secure the appropriate cover at a competitive premium

Carry out instructions regarding the arrangement or amendment of insurance for clients, referring the query to the appropriate person when the enquiry falls outside your own experience and knowledge

Responsible for obtaining and assessing quotations, offering alternatives where available and appropriate

Regularly update the Accounts Department on payments, amendments, non-payments, and assisting in the resolution of queries

Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.

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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