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Insurance Retention Expert

2 months ago

Gloucester, Gloucestershire, United Kingdom Howden Full time
About the Role

We are seeking a highly motivated and results-driven individual to join our Retentions Team as a Renewals Specialist. As a key member of our team, you will be responsible for researching and communicating up-to-date policy renewal information to ensure our clients receive the most appropriate advice and service relating to their insurance needs.

Key Responsibilities
  • Research and communicate policy renewal information to clients
  • Retain existing business at policy renewal either with existing insurer or alternative
  • Contact clients who have cancelled a policy or are in default and look to resolve any issues for them to keep their policy or convert into new sales
  • Respond to queries from clients and insurers in a proactive manner
  • Identify and respond to up-sell and cross-sell opportunities
  • Learn and retain detailed product knowledge
  • Champion and drive a strong culture of compliance and regulatory principles such as Treating Customers Fairly (TCF)
  • Take responsibility for own personal development in terms of understanding the business, regulation, and the insurance industry
Requirements
  • Drive and motivation to hit targets
  • Ability to accurately identify own performance levels and proactively implement strategies to correct any underperformance
  • First-class sales and customer service skills
  • Persuasive communicator with the ability to listen to, assess client needs, and translate into business opportunities
  • Flexibility, adaptability, and the ability to work well under pressure
  • Excellent organisation and prioritisation skills and the ability to manage own workload
What We Offer
  • A career that you define
  • A supportive and collaborative work environment
  • Opportunities for professional development and growth
  • A competitive salary and benefits package