Responsibilities
* Achieve individual objectives and key performance indicators as set and agreed
* Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction, supporting them with changes to their policy in a timely manner both on the telephone & Live Chat facility
* Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible
* Adhere to all Company, regulatory and compliance guideline requirements
* Maintain own technical competence
* Support colleagues from all areas of the business as required
Responsibilities Specific to Senior Adviser
* To assist in the maintenance, monitoring and drive of the core KPIs, processes and functions directly linked to team success.
* Coach & develop team members
* Handle a variety of complex work
* Handle policy referrals
* Be proactive & analytical in day to day role and when liaising with the management team
* Involvement with projects assigned by line managers or senior management team
Qualifications
* Chartered Insurance Institute Certificate in Insurance