Insurance Adviser

8 months ago

Totnes, United Kingdom Lloyd & Whyte Full time

Responsibilities

  • Achieve individual objectives and key performance indicators as set and agreed
  • Provide professional support and advice to clients ensuring high levels of service and client satisfaction
  • Answer client queries, deal with renewals and mid term adjustments in a professional and timely manner
  • Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly
  • Deal with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested
  • Ensure all policy administration is dealt with in a professional and timely manner
  • Focus on timely collection of client money in accordance company procedures
  • Adhere to all Company, regulatory and compliance guideline requirements
  • Be professional when representing the Company at external events such as conferences and client visits (if required)
  • Maintain and develop own technical competence
  • Support colleagues from all areas of the business as required

 

Skills & Behaviours

  • Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
  • Confident and capable of building rapport over the telephone to provide an excellent client experience
  • Ability to provide holistic advice based reviews and recommendations to clients
  • Tenacious and motivated towards meeting and exceeding sales targets
  • Ability to work in a regulated, compliant and client focused environment
  • Organised, resourceful, deadline driven and supportive of the wider team
  • Quality orientated with great attention to detail
  • IT Literate

 

Qualifications

  • Holding or working towards Chartered Insurance Institute Certificate in Insurance

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