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Client Relations Specialist

2 months ago

Eastleigh, Hampshire, United Kingdom Lloyd & Whyte Full time

This role demands exceptional customer service skills and adherence to both company and industry standards. Establishing solid connections with team members and various departments is crucial.

Core Responsibilities:

  • Meeting personal targets and established key performance metrics.
  • Engaging in daily team discussions commencing at 08:50am.
  • Performing phone-based assessments with prospective clients by collecting necessary information.
  • Investigating the market to offer clients suitable quotes and insights.
  • Following up with clients to monitor progress and decisions.
  • Emphasizing the main attributes of suggested insurers and addressing any inquiries.
  • Submitting insurance applications and tracking their progress.
  • Collaborating with underwriters to identify coverage alternatives.
  • Managing policy administration efficiently and professionally.
  • Complying with company, regulatory, and compliance standards.
  • Keeping technical expertise current in the field.
  • Supporting colleagues across different departments as required.

Essential Qualifications:

  • Possess a Certificate in Insurance from the Chartered Insurance Institute.