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Commercial Insurance Specialist

2 months ago

Stevenage, Hertfordshire, United Kingdom Lloyd & Whyte Full time

Key Responsibilities

  • Achieve individual objectives and key performance indicators as set and agreed by the company
  • Be proactive and maximise all business opportunities, making clients aware of alternative products, advising clients of potential gaps in cover, and providing effective insurance reviews with clients wherever possible
  • Provide professional support and advice to clients, ensuring high levels of service and client satisfaction
  • Generate leads by effectively contacting existing clients, previous clients, previous quotes, and prospects
  • Ensure all policy administration is dealt with in a professional and timely manner
  • Underwrite scheme policies within underwriting authority level and referral guidelines
  • Adhere to all company, regulatory, and compliance guideline requirements
  • Represent the company professionally at external events, such as conferences and client visits
  • Maintain and develop own technical competence
  • Support colleagues from all areas of the business as required

 

Essential Skills and Behaviours

  • Demonstrate the company values of Fun, Supportive, Professional, working in Partnership, and Ambitious
  • Confidently build rapport over the telephone to provide an excellent client experience
  • Provide holistic advice-based reviews and recommendations to clients
  • Be tenacious and motivated towards meeting and exceeding sales targets
  • Work in a regulated, compliant, and client-focused environment
  • Be organised, resourceful, deadline-driven, and supportive of the wider team
  • Have a quality-oriented approach with great attention to detail
  • Be IT-literate

 

Qualifications and Certifications

  • Hold a Chartered Insurance Institute Certificate in Insurance