Responsibilities
* Understanding the customers needs, and providing insurance solutions to that are best suited to their requirements
* Handling clients and some prospects in a timely professional manner, and that exceptional customer experience is always delivered, and that business standards are adhered to at all time
* Processing correspondence, renewals activity, new business quotations
* Ensuring that all workflow activity is completed in accordance with approved business processes
* Complying with all approved procedures, customer service standards and external regulatory bodies.
* Achieving and maintaining the required competencies for the role.
* Ensuring that any customer complaints are identified and handled strictly within the company's complaints procedure.
Client Executive
1. Supporting management with external client relationships and taking responsibility for a number of clients which want Client Exec support.
2. Work on an existing book of business to maximise income and provide clients with a comprehensive service proposition.
3. Manage and develop an existing partners and new ones.
4. To provide management and direction to the sales and customer service management team/resource and provide leadership and motivation in achieving sales and development targets.
5. To develop incom...