Eaglemat are seeking a motivated and dynamic individual to join our team.
We are a vibrant and independent Insurance Broker with ambitious growth plans. This is a fantastic opportunity, a hybrid role allowing for some work from home.
Duties and responsibilities include:
1. Efficient and effective servicing of client accounts on a daily basis.
2. Deal with queries from insurers and other third parties professionally and promptly.
3. Identify customer needs and recommend suitable insurance solutions.
4. Prepare and send market presentations & ensure that best premiums and cover are obtained.
5. Preparation of relevant reports/documentation e.g pre-renewal and renewal.
6. Obtain and provide quotations, administer mid-term adjustments, and manage new and renewed policies.
7. Generate new business - actively seek new clients through prospecting, networking, and lead generation.
8. Support company sales incentives - cross selling, networking and referrals.
9. Attending client visits as and when necessary.
10. Occasionally, attend social and business events / conferences.
11. Commit to and demonstrate own personal development.
12. Adhere to deadlines and manage expectations accordingly.
13. Ensure Compliance with FCA and other Regulatory Requirements and staying up to date with industry trends so as to provide informed advice to clients.
14. Any other duties as may be assigned.
Attitude and assumptions:
1. Willing to learn.
2. Communicating and interacting effectively with people at all levels.
3. Establishing and maintaining quality standards in respect of accuracy of information.
4. Delivering right first-time service excellence.
5. Ensuring adherence to policies and procedures and legislative requirements.
Knowledge and qualifications:
1. Essential - Cert CII or progress towards.
2. At least 2 years commercial insurance experience.
Skills:
1. Excellent communication and rapport building.
2. Ability to work independently and as part of a team.
3. Works on own initiative.
4. Experience of achieving targets and goals.
5. Organization and planning.
Benefits include:
1. Flexible working environment.
2. Free parking available.
3. Learning and development – CII - funded training and examination support.
Seniority level
Entry level
Employment type
Other
Job function
Finance and Sales
Industries
Insurance
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