Responsibilities
* Achieve individual objectives and key performance indicators as set and agreed
* Provide professional support and advice to clients ensuring high levels of service and client satisfaction
* Answer client queries, deal with renewals and mid term adjustments in a professional and timely manner
* Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly
* Deal with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested
* Ensure all policy administration is dealt with in a professional and timely manner
* Focus on timely collection of client money in accordance company procedures
* Adhere to all Company, regulatory and compliance guideline requirements
* Be professional when representing the Company at external events such as conferences and client visits (if required)
* Maintain and develop own technical competence
* Support colleagues from all areas of the business as required
Skills & Behaviours
* Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
* Confident and capable of building rapport over the telephone to provide an excellent client experience
* Ability to provide holistic advice based reviews and recommendations to clients
* Tenacious and motivated towards meeting and exceeding sales targets
* Ability to work in a regulated, compliant and client focused environment
* Organised, resourceful, deadline driven and supportive of the wider team
* Quality orientated with great attention to detail
* IT Literate
Qualifications
* Holding or working towards Chartered Insurance Institute Certificate in Insurance