Insurance Account Specialist
3 weeks ago
As an Insurance Account Specialist at Vermelo RPO, you will be responsible for providing quotations for new business, existing business, and renewals to support the branch and serve as a referral point for trainees. This role requires effective communication and negotiation skills to deal with clients in the branch, over the phone, and via email to maximize sales and retention targets.
Key Responsibilities:
- Provide top-notch customer service, efficiently handling new business, renewals, and existing policies.
- 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:
- Strong communicator, able to explain complex insurance terms clearly to clients and insurers.
- In-depth understanding of the UK insurance market, including trends, risks, and regulations.
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