Commercial Insurance Advisor

2 days ago

Croydon, United Kingdom Davies Resourcing Full time

Our client, a reputable broker is keen to add an insurance Advisor to their existing business unitthe role will expect the jobholder to provide advice and guidance on General Commercial Insurance matters to members, whether insurance buying customersor not. You will be expected to provide best insurance products at reasonable prices to members, through the channel of their choice - online, telephone or, face to face
**Duties and accountabilities**:

- Manage incoming existing customer enquiry calls
- Produce and issue renewal, mid term adjustment, and new business documentation
- Assist customers to protect their material assets and liabilities
- Follow up and secure renewals and proceed with any mid term enquiries
- Making outbound calls to assist with the renewals and customer relationship
- Be able to work productively and efficiently as a member of a team as well as contributing to team discussion in regards to progression and positive change
- Achieve agreed targets, both individually and as part of the overall team
- Be proactive in cross selling and advising on additional products which would benefit clients
- Maintain, and achieve growth in, income from existing customers
- Developing and maintain positive ongoing relationships with Insurers and Underwriters in a professional manner
- Ensure compliance with local procedures, customer service standards and external compliance regulations are met
- Develop and maintain a thorough understanding of all products and services as to assist customers

**Skills, knowledge and experience**
- Have a minimum of 5 Grade A-C GCSE’s
- Excellent written and verbal communication skills
- Strong analytical skills with the ability to turn findings into recommendations or positive activity
- Good planning, organisational and time management skills
- A strong track record in delivering on targets
- IT skills including MS Office, Word, Excel and PowerPoint
- Strong presentation skills
- Ability to build successful business relationships
- Willing to learn and develop into a new profession including CII membership and qualifications
- Be polite and co-operative towards customers, brokers and colleagues
For those with industry experience
- Competent to sell SME general insurance (or whichever sector they are in)
- CII FIT Qualification or equivalent (we ask for all staff to take FIT if not already done so)
- Relevant experience in a branch and/or broker sales position
- A clear understanding of the UK insurance market and its dynamics
- Experience of e-trading platforms; Acturis would be advantageous but not required
- A strong track record in delivering on sales targets

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