Job Overview:
Build and manage your own book of business in a client-focused, growth-driven environment. Enjoy a competitive salary with professional development opportunities.
Key Responsibilities:
1. Achieve and exceed personal new business targets.
2. Deliver a client-first approach, ensuring compliance with regulations.
3. Manage client enquiries, renewals, adjustments, and claims.
4. Maintain accurate records, pipelines, and diary management.
5. Conduct in-depth fact-finding to provide tailored insurance solutions.
6. Review and issue policy documentation with accuracy.
7. Secure and process payments within deadlines.
8. Complete 35+ hours of CPD annually.
Key Performance Indicators:
1. High new business conversion rates.
2. Accuracy in data and documentation.
3. Proactive pipeline and diary management.
4. Compliance with company SLAs and CPD requirements.
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