The Offer
* Opportunity within a company with a solid track record of performance
* Fantastic work culture
* Opportunity to make a positive impact
The Job
You responsibilities will include:
* Compliance: Act in a compliant way and be aware of the FCA compliance procedures.
* Procedures: Follow all company procedures as instructed. If unsure of the procedure, seek advice from management.
* Customer Service: Provide exceptional service to new and existing customers over the telephone and in person, focusing on resolving queries in an efficient, accurate, and professional manner.
* Sales Targets: Contribute to the overall team and personal sales targets through selling, servicing, and renewing policies.
* Customer Experience: Take maximum opportunity to enhance customer experience and exceed expectations at all times, acting in the interests of the client and insurer.
* Policy Management: Process mid-term adjustments and invite renewals across different products offered.
* Documentation: Ensure all client documentation is issued correctly and all internal records are kept up to date.
* Market Awareness: Keep up to date with developments in products and market changes in accordance with current marketing trends and scheme facilities.
* Cross-Selling: Actively cross-sell across available products.
* Training: Record and participate in training requirements, including online training, sourcing of material, reading emails and other training materials, and providing an up-to-date training record when requested by management.
* Quote Logging: Log all quotes as required, even if a quote is not given due to circumstances.
* Communication: Keep management updated with all developments and provide evidence of sales training and other relevant information as required.
The Profile
* Previous experience working within an insurance brokerage is essential.
* Strong organizational skills and attention to detail.
* Excellent communication and interpersonal skills.
* Ability to manage multiple tasks and prioritize effectively.
* Proficiency in using office software and systems.
* Knowledge of FCA compliance procedures is preferred.
* Ability to work independently and as part of a team.
* Professional demeanor and customer-focused attitude.
The Employer
Our client is a team driven by passion, committed to revolutionizing the way you experience recruitment and HR.