Insurance Solutions Executive
4 weeks ago
Job Title: Insurance Solutions Executive
Job Summary:
We are seeking an experienced Insurance Solutions Executive to join our team at Stride Resource Management Ltd. As an Insurance Solutions Executive, you will be responsible for designing and administering insurance solutions for our clients' material assets and liabilities.
Key Responsibilities:
- Understand clients' business operations, opportunities, and risks, and their approach to risk management and insurance.
- Obtain and communicate sufficient information to demonstrate an understanding of the risk and to support the broking process.
- Offer and present insurance solutions, including insurance policies and other risk management solutions, to secure new business.
- Expand existing client portfolios to include additional covers and produce new business leads for the sales team.
- Plan client meetings in advance to meet company procedures.
- Send client communications, including meeting agendas, notes, and reports, in a timely manner, ensuring accuracy.
- Manage own files as per local procedures.
- Confining advice and information to areas of competence, seeking advice as appropriate.
- Assist in ensuring that all post and diary activity is completed daily in accordance with local procedure and performance standards.
- Demonstrate professionalism of the organisation when visiting clients and in all communications.
- Assist in team performance by regular communication with colleagues and manager to establish and raise concerns and provide solutions.
- Ensure compliance with local procedures, customer service standards, and external compliance regulations.
- Undertake training in line with agreed objectives and keep up-to-date with technical, legal, and market developments.
- Conduct the business of the Company at all times in a courteous and efficient manner.
- Manage and develop staff members, overseeing quality of their work and supporting/coaching with technical and market information.
- Ensure that all ongoing at desk coaching is logged for both the job holder and staff members who they are supervising in accordance with training & competency requirements.
- Act for the insured and insurer, adhering to all the Group's procedures and policies in relation to the identification and management of potential conflicts of interest and for the fair treatment of customers.
- Undertake any other task or objective as may reasonably be required by the Company.
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