Insurance Consultant

Responsibilities

• Achieve individual objectives and key performance indicators as set and agreed
• Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients
• Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
• Maintain a comprehensive diary system and activity log to manage day to day work
• Manage client relationships when allocated as and when required by the business
• Visit/arrange video meetings with clients when required
• Attend exhibitions in a professional manner when required by the business
• Identify and share market information and trends to your line manager
• Work with your and other teams as required to maximise new and existing client opportunities
• Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed
• Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first, with consistent delivery of the right customer outcomes
• Support colleagues in their professional development , including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels
• Support your line manager with the organisation and monitoring of daily workflow & productivity for the team as required
• Promote, develop and enable our values and culture within the team
• Assist with competency sign off and complete call and file assessments as and when required
• Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required
• Continuously improve and maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
• Underwrite any scheme policies in line with underwriting levels and referral guidelines
• Provide support and direction to the complaints handler and ensure all complaints handling requirements are met including reporting of all complaints to the relevant person
• Ensure focus on collection of client money within company guidelines
• Ensure claims are handled efficiently, clearly and in good time and followed through to settlement with the client being kept well informed at all times
• Identify and research potential new insurance products and introducers
• Refer to colleagues, mangers, experts or insurers when dealing with issues outside your own experience and knowledge

Skills & Behaviours

• Demonstrate our values of Fun, Supportive, Professional, Working in Partnership and Ambitious
• Inspire people through motivational coaching and training
• Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Ability to work in a regulated, compliant and client focused environment
• Organised, resourceful, deadline driven and supportive of the wider team
• Quality oriented with great attention to detail
• Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes
• IT literate and analytical

Qualifications

• Chartered Insurance Institute Certificate in Insurance (hold/willing to work towards)