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Insurance Professional
2 months ago
Your key responsibilities will include providing advice to clients to ensure conversion of new business, service of existing accounts, and retention of renewals to achieve company income targets. You'll also support clients in all aspects of the sales process in accordance with company procedures and regulatory requirements.
This is a long-term and progressive opportunity with a stable and reputable broker. If you're keen on working in a professional, friendly, and happy environment, this position will suit you.
Key Responsibilities:
* Meet and deliver against agreed Renewal Retention or New Business Targets, contributing towards the team's overall targets and KPIs
* Conduct thorough pre-renewal reviews with clients annually
* Conduct a full market review for clients and offer the most suitable policy and product
* Invite all Personal Lines policies in good time, in line with our Higos operational guidance of 21 days prior to the renewal date
* Ensure policies are renewed on or before the renewal date
* Complete all roles and tasks as required by your line manager, ensuring all operational priorities and Higos rules, procedures, and policies for risk and compliance are adhered to
* Manage and prioritize tasks to ensure they are up to date and not overdue
* Identify and discuss cross-sell opportunities with clients
* Adhere to our Training & Competency scheme and pass audits
What's on Offer:
* Negotiable basic salary + bonus
* Wide range of additional addon benefits and discounts (Pension, Holiday, etc.)
Requirements:
* Knowledge of Personal Lines Insurance covering either Motor and or Household risks
* Ability to identify the best policy to meet clients' needs
* Ability to take responsibility for own performance
* Strong verbal and written communication skills
If you're a motivated and experienced Insurance Professional looking for a new challenge, we'd love to hear from you. Please submit your application, and we'll be in touch to discuss further."}