Insurance Development Specialist

4 weeks ago

Taunton, Somerset, United Kingdom Ecclesiastical Insurance Group Full time
About the Role

We are seeking an experienced Insurance Adviser to join our Commercial Development team in Taunton. As a key member of our team, you will work closely with our Affinity GI Teams to maximize new business opportunities and provide professional support and advice to clients.

This Business Development focused role requires a background in insurance, either personal or commercial lines, with a target-driven mindset. You will be responsible for achieving individual objectives and key performance indicators, generating leads, and ensuring all policy administration is dealt with in a professional and timely manner.

Key Responsibilities
  • Achieve individual objectives and key performance indicators as set and agreed
  • Be proactive and maximize all business opportunities, making clients aware of alternative products and advising on potential gaps in cover
  • 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
  • Maintain and develop own technical competence
  • Support colleagues from all areas of the business as required
What We Offer
  • 28 days annual leave plus bank holidays
  • Your birthday off
  • Group Personal Pension
  • Bonus scheme
  • Holiday buy scheme
  • Array of health and wellbeing benefits, company cash plan, income protection, and life assurance
  • Enhanced sick pay and parental leave
  • Support and funding toward study and professional qualifications
  • Paid time off for volunteering
About Us

We are a unique financial services organization, owned by a registered charity, Benefact Trust. We are a financially secure, professional, and award-winning organization. We pride ourselves in donating a significant proportion of our profits to good causes.

We value our employees and encourage them to take at least half a day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

We are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected.

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