Why Join?
* Manage and grow a portfolio of commercial insurance clients.
* Develop new business while maintaining strong client relationships.
* Work in a professional, FCA-compliant environment.
* Competitive salary with training and professional development opportunities.
Key Responsibilities:
Client & Business Management
* Maintain and develop relationships with existing clients to maximise renewals.
* Identify and convert new business opportunities through prospecting and referrals.
* Provide expert advice, ensuring clients receive tailored insurance solutions.
* Secure cross-selling opportunities to enhance client coverage.
Sales & Performance
* Achieve key performance targets including new business, renewals, and retention.
* Monitor personal sales performance and manage the client portfolio effectively.
* Ensure all transactions are both profitable and compliant.
Compliance & Best Practice
* Adhere to FCA regulations and company policies.
* Maintain accurate client records and documentation.
* Handle complaints professionally and in line with regulatory requirements.
Professional Development & Compliance
* Engage in ongoing training and development.
* Keep up to date with Consumer Duty regulations and compliance standards.
* Protect client data and uphold data security and confidentiality.
What We’re Looking For:
* Proven experience in commercial insurance
...