Insurance Policy Specialist

2 days ago


Colchester, United Kingdom Vermelo RPO Full time
About Vermelo RPO
Vermelo RPO is a leading recruitment process outsourcing company, offering expert solutions to drive business growth and success. We are currently seeking an exceptional Account Handler to join our team.

Job Description:
We offer a competitive salary of £45,000 - £60,000 per annum, depending on experience, along with excellent benefits and opportunities for professional development.

In this role, you will provide quotations for New Business, Existing Business, and Renewals to assist the Branch and act as a referral point for Trainees for the Clegg Gifford brand. Your primary responsibility will be to deal with clients in the branch, over the phone, and via email to ensure sales and retention targets are maximised through efficient communication and negotiation skills.

Key Responsibilities:
* Provide top-notch customer service, handling new business, renewals, and existing policies for Clegg Gifford
* Master the processes for quoting and recommending the right products to meet client needs
* Present clear, fair, and accurate product information to help clients make informed decisions
* Calculate premiums according to carrier guidelines or collaborate with insurers for non-delegated business
* Keep detailed, accurate records of all customer interactions
* Spot complaints and escalate them to the appropriate handler
* Address queries via email, phone, and in person, ensuring all SLAs are met
* Act as a referral point for trainees in the branch
* Ensure full compliance, including treating customers fairly and contract certainty
* Attend client meetings when necessary
* Help achieve business goals by identifying opportunities and upselling

About You:
We are looking for a Strong communicator, able to explain complex insurance terms clearly to clients and insurers. You should have an in-depth understanding of the UK insurance market, including trends, risks, and regulations. Skilled at assessing diverse client needs, industry risks, and business goals, you must be Highly organized, with the ability to prioritize and complete tasks efficiently. Positive, enthusiastic, and motivating in your approach to work, you should also have Experience in a broking or underwriting environment. A Cert CII qualification is a plus.

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