Insurance Executive (Full-Time)
Connexus Insurance Solutions - Carbon Insurance Brokers
Location: Connexus, 1210 Centre Park Square, Warrington, WA1 1RU
Annual Leave: 22 days + bank holidays
Working Pattern: 37.5 hours per week, Monday to Friday. 1 out of every 4 Saturdays 9am-1pm (paid time and a half or 1/2 days flex)
Established over 25 years ago, The Connexus Group provides high-quality, 24/7 services to insurance companies, managing general agents, portfolio run-off businesses, fleet managers, motor manufacturers, corporate businesses and private clients. Carbon is part of The Connexus Group, and provides affinity insurance services to a motor manufacturer and the Professional Footballers Association as well as having a cycle insurance business.
We work with some of the world’s largest motor manufacturers and dealerships, supporting them with web support, accident aftercare, affinity insurance products and commercial fleet management.
Over the last two years, we have grown from having 170 to 200+ employees, and our dedication to training and development has helped us to retain over 95% of our staff. We have successfully opened a brand-new business within the group, and our customer base has more than doubled.
We are situated within walking distance of Warrington Bank Quay Station and Warrington Central Station, and have close links to the M62, M56 and M6.
Job Description
Working alongside a team of advisers, you will proactively manage 'your' customers from beginning to end, whilst also contributing to individual and team productivity targets. Your responsibilities will include:
* Managing and servicing existing client's insurance needs
* Maximising new business opportunities whilst delivering outstanding customer service
* Proactive in supporting the wider team in delivering its call handling levels
* Proactively obtaining future dated leads to increase sales and maximise revenue opportunities
* Renewal of existing client policies by servicing renewal requirements
* Produce and/or request insurance documentation
* Undertake any other duties as necessary
Person Specification
The ideal candidate will have at least two years' experience in insurance sales ensuring compliance with FCA regulations.
* A minimum of two years relevant experience
* Knowledge of personal lines including motor, household and travel risks
* Knowledge of Open GI and Acturis software would be helpful
* A proven track record of placing business with a selection of capacity providers
* A knowledge of the sale of ancillary products such as legal expenses would be of assistance
* Ability to build instant customer support
* Experience in retention or sales is preferable
* Thrives on a challenge and takes pride in work
* Drive to develop both personally and professionally
* Positive, 'can-do' attitude
* Passion for delivering excellent customer service
* Strong attention to detail
* Excellent organisational skills
* Aptitude for problem-solving
* Natural communication and persuasion skills
* FCA and GDPR knowledge
Conduct Rules
* Act with integrity
* Exercise due care, skill and diligence
* Be open and cooperative with the FCA, PRA and other regulators
* Pay due regard to the interests of customers and treat them fairly
* Observe proper standards of market conduct
Health and Safety
Ensure work area is tidy and report any incidents and potential risks
Information Security
Maintain awareness of regulations in relation to the handling of data, personal or business related, in compliance with current legislation and guidelines including, but not limited to, GDPR, FCA, SRA and ISO 27001
Benefits
* Discounted gym membership
* Dress for your day
* Free eye tests
* Flu jab vouchers
* Company pension
* Computing scheme
* Cycle-to-work scheme
* Life assurance
* Staff referral scheme
* 22 days AL + bank holidays