Insurance Broker

1 month ago


Birmingham, United Kingdom Robertson and Co Ltd Full time

Senior Broker (Sales)

we are looking for someone with 3 years minimum experience working within a broking or underwriting environment.

Key Responsibilities

Working in accordance with procedures, standards & guidelines set:

- Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
- Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client’s demands and needs.
- Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
- Calculate New Business premiums in accordance with the specific carrier’s risk appetite and guidelines or consult with insurers for all non-delegated authority business.
- Ensure that telephone calls are answered & dealt with promptly & efficiently.
- Maintain thorough and accurate records of all customer interactions.
- Handle complaints in line with the current process
- Required to be a referral point within the Branch for Trainees.
- Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.

**Salary**: From £27,000.00 per year

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Birmingham

Reference ID: JHCGKL



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