Job Overview
Estatesearch are a market leading provider of legal technology for private client practitioners. We believe in providing simple and intuitive technology led services that improve probate and estate administration processes creating better outcomes for the legal profession and their clients. Our award-winning services are currently used by over 2,000 legal firms nationwide.
As we continue on our exciting and ambitious growth journey, we are looking for pro-active, motivated, and personable senior insurance broker to help us grow Estatesure Limited. A wholly owned subsidiary of Estatesearch specialising in vacant property and legal indemnities.
Job Description
The successful candidates will be able to listen and understand the challenges faced by our clients to identify the best possible insurance solutions and developing relationships with insurers to create new opportunities. In addition to broking activities, duties will include working closely with our development team to implement simple and efficient processes, as well as working alongside account management team to grow awareness and business growth.
Key Responsibilities:
* Conduct broking activity for all new enquiries, policy renewals and unusual risks including the implementation of streamlined quotation and inception process to facilitate compliant and efficient client communication.
* Continually review existing policies and providers to ensure we continue to deliver best possible products and services, and work with insurance providers to develop new opportunities.
* Create training and educational material to grow awareness of the business, business services, and insurance market for use on social media, email, on-line meetings, in-person meetings and networking events.
* Build and maintain relationships with existing clients, prospective clients, underwriters, suppliers and the Estatesearch team.
* Monitoring client usage, identifying and resolving client issues, using feedback to inform and support the product development cycle to ensure ongoing customer satisfaction.
* Ensure CRM and back-end systems are kept up to date to facilitate accurate reporting.
* Work closely with the accounts team to ensure accurate record keeping and clear accounting process.
* Support ongoing compliance with FCA regulations and requirements including the implementation of Consumer Duty policies.
* Support the growth of the business in line with the agreed objectives.
The ideal candidate will:
* Have at least 5 years relevant experience as an insurance broker or underwriter
* Be Cert CII qualified or working towards qualification
* Be competent user of Acturis or similar customer management systems
* Have excellent computer literacy skills, including experience using Office 365
* Enjoy interacting with new and existing clients to build enduring client relationships
* Be a good listener and enjoy solving client problems
* Be capable of acting on your own initiative
* Be comfortable with public speaking, delivering presentations and webinars and able to speak confidently and politely to clients.
* Be organised, and able to meet deadlines.
* Have excellent attention to detail
* Be prepared to gain excellent subject matter and product understanding
* Be professional and positive in your approach to work
A general understanding of the legal sector, especially private client, would be beneficial but is not essential.
Job Types: Full-time, Permanent
Pay: £40,000.00-£60,000.00 per year
Benefits:
* Company events
* Company pension
* Private medical insurance
Work Location: Hybrid remote in Burgess Hill
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