Business Advisor
2 weeks ago
Fantastic Opportunity for aBusiness Insurance Advisor
REPORTS TO: Commercial Team Leader
LOCATION: Haverhill
KEY INTERNAL RELATIONSHIPS:
Head of Commercial Business
KEY EXTERNAL RELATIONSHIPS:
Insurers
PURPOSE OF THE ROLE: To manage a book of clients, typically under £5,000gwp, from start to finish. Client relationships tend to be maintained over telephone, providing a cost-effective proposition but visiting and management of larger clients will be availablefor those looking to progress to an Account Exec position.
KNOWLEDGE, SKILLS & EXPERIENCE
- Communication skills - able to communicate clearly and effectively to people with various levels of knowledge; face to face, over the telephone and in writing.
- High level inter-personal skills - Able to build successful, mutually beneficial business relationships.
- Client Focus - Reacts positively and effectively to our clients’ needs, actively seeks feedback from clients in an effort to improve customer service. Is able to proactively identify trends and issues, which affect clients. Demonstrates a good understandingof the individual and Company client base.
- Team Working - Co-operates as a willing member of the team, offering assistance and sharing knowledge with own and other teams
- Problem Solving - Using information and resources available to make effective day-to-day decisions, showing perseverance with a problem until an appropriate solution is found.
- Response to Change - Able to accept change and adhere to new requirements in a positive manner, supporting and encouraging their team to do the same.
- Business Awareness - Able to demonstrate an understanding of how your department operates together with the aims and objectives of the Company. Awareness of the Company mission statement, values and strategy
- Values - Demonstrates awareness of the Company strategy and values. Ensuring clients are offered a bespoke and tailored service underpinned by independence, trust, customer commitment, professionalism and innovation
- Self - Development - Participation in learning activities and actively seeking to improve knowledge base either through CII study, learning and development courses (both internal and external), or through on-the-job training
- Development of team - confident and active in expanding team knowledge, encouraging team members to self-develop and providing them with time and resource to do so.
- Job Proficiency - Uses appropriate knowledge and skills effectively - work is accurate, thorough and well-presented. Able to identify essential and desirable content for reports/letters and includes as appropriate
- I.T Skills - Detailed understanding of standard software packages.
KEY OUTPUTS
- Renewing clients in-line with the company standards and processes
- Meeting annual renewal targets
- Quoting new business leads
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