Our client is looking for a Commercial Insurance Broker
Client Details
A leader in their field with a large client following
Description
Provide new business quotations for Charity Insurance and all classes of Commercial Insurance on request, providing relevant advice, information and guidance. Where client requests are beyond your range of experience or authority, immediate referral to be made to the Head of Department or other authorised person.
* Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created. Where Employers Liability is included, this will also involve issuing the Certificate of Insurance and Policy Schedule, and despatching to the client with the correct policy document.
* Take instructions from existing clients in respect of alterations to current policies, ensuring insurers are notified and records updated.
* Offer renewal of existing clients' policies with current insurer or move to new insurer, as appropriate. In each case, ensure relevant paperwork is completed, premium is collected and relevant records and diary entries are created.
* Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed.
* Control your own diary system, ensuring all items are followed up by the due dates, particularly in relation to outstanding documentation from clients or i...