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Personal Lines Insurance Advisor
4 months ago
The purpose of the role is the Underwriting of risks under a delegated binding authority (with A rated security)
Tasks will include:
- To comply with FCA regulations
- Develop self to maximise personal contribution to the role
- Telephone broker connections for account development
- Ensure self-adheres to agreed internal/external underwriting authorities and is compliant with legal/regulatory requirements, including maintaining up to date knowledge of products and processes
- Demonstrate the values of the business through appropriate behaviours
- Be aware of and draw attention to possible financial and reputation al risk to the business
- Develop self to maximise personal contribution to the role
- Work in accordance with binding authorities issued to us by insurers
- Work within the authority granted to you as detailed in your Personal risk Acceptance Authority (PUA)
The key result areas are:
- Meet agreed individual sales target and contribute towards agreed team sales target within agreed internal/external service levels
- Proactive approach to developing profitable broker relationships
- Deal with incoming enquiries from brokers, insurers and other third parties in a professional and timely manner
- Manage documents including New Business, Mid Term Adjustment & Renewal
- Identify Cross Business Opportunities
Your skills will include:
- Minimum three years liability experience (ideally with an insurance company background) but broker experience would be considered.
- Proven track record of working to and achieving individual targets
- Proactive approach to developing profitable broker relationships
- Proficient in MS Office and with aptitude to use other MS Windows-based software
- High level inter personal skills - ability to build successful, mutually beneficial business relationships
- Communication skills - able to communicate to people with various levels of knowledge, over the telephone and in writing
- Planning, organisational and time management skills
- Basic Numeracy
- Ensure you work within the binding authorities issued to us by insurers
- Technical expertise
- Subject knowledge and understanding
Candidate qualities:
- Competitive
- Works under pressure
- Good Telephone manner
- Standard operating procedures
- Initiative
- Self motivation
- Industrious
- Conscientious
- Assiduous
- Wants to learn
- Reliable
- Organised
- Enthusiastic
- Problem solving
- Team work
- Productivity
- Drive
- Customer Service
Qualifications
- Relevant insurance qualifications an advantage
Technical experience
- Commercial Combined insurance and Property Owners knowledge
Great salary package and benefits to attract the right candidate
Please submit your CV for consideration
For further information please contact Su Partridge FIRP
The Recruiter Insurance Specialists are acting as a Recruitment Agency
