Insurance Broker - Commercial Motor & Personal Lines / Motor Insurance
Job Market: Insurance
Insurance Broker - Commercial & Personal Lines Insurance - About the role
You will provide quotations for New Business and be a referral point for the Trainees. The role requires dealing with clients over the phone and via e-mail to ensure sales and retention targets are maximised, through the provision of efficient communication & negotiation skills.
Insurance Broker - Commercial & Personal Lines Insurance - Key duties
Calculate premiums according to insurance carrier guidelines.
Provide excellent customer service and efficiently generate new business in a target-driven environment.
Manage leads and schedule follow-up calls using CRM software to meet sales targets.
Maintain accurate records of customer interactions.
Attend client meetings as needed.
Answer and handle phone calls promptly and efficiently.
Understand and follow processes to offer suitable product quotations.
Ensure product information is clear and allows informed customer decisions.
Validate client for submission to underwriters.
Contribute to team goals by identifying gaps and upselling.
Insurance Broker - Key requirements
Experience in a broking or underwriting environment.
Cert CII qualification ...