Insurance Professional

3 weeks ago


Tewkesbury, Gloucestershire, United Kingdom Heat Recruitment Ltd Full time

Heat Recruitment Ltd is seeking an Insurance Professional to bolster their workforce with talented insurance professionals. Focused on qualifications and internal growth, they are well positioned to support your career in the Insurance sector.

Key Responsibilities
  • Provide support to Account Brokers in the onboarding of new clients, and overall servicing of our clients insurance policies and retention of the business.
  • Creation of client records on the data system, and processing of mid-term adjustments and renewals
  • Preparation and issuance of client invoices for new business, renewals, or adjustments.
  • Creation of client documentation and quote / renewal packs in conjunction with the Account Brokers.
  • Assist with client queries over email and via phone.
  • Money and Bad Debt Chasers to clients.
Requirements
  • Maintain effective and compliant client and broker records.
  • Achieve and strive to exceed financial targets and supporting the group activities.
  • Effective use of software including Acturis and third-party websites including those for e-trading and managing finance agreements.
  • Achievement of objectives, Key Performance Indicators (KPIs) and targets
  • Completion of mandatory training and CPD
  • Feedback from customers, stakeholders, and colleagues
  • Demonstrating and evidencing our values and behaviours


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