First Insurance, a valued member of the Brown & Brown Group, are looking to recruit an experienced Renewals Executive to join their team. The successful applicant will play a key role in supporting the growth of the Company, by proactively ensuring all renewals allocated are renewed in a correct and accurate manner. They will also be tasked with providing an excellent customer experience and specialist advice in line with Company values, and undertaking accurate administrative tasks.
Role responsibilities (but not limited to);
1. Responsible for renewing your own book of business each month (approx. 20+ clients, which are both client facing and telephone based)
2. Accurately completes administrative tasks such; issue documents to the client, diary management, checking proposal documents, renewals re-broking, setting up policy records, creating client schedules, and handling insurer and client queries.
3. Sell the benefits of renewal to clients
4. Achieve income targets whilst adhering to FCA compliance obligations.
5. The achievement of retention targets alongside income targets.
6. Provide quotes for existing clients generating new business e.g. excess layers, cross selling additional policies
7. Making contact with clients when their policy falls due for renewal, ensuring that any cover or policy changes are actioned along with the completion of a full market search to obtain the most ...