This is a client facing role to service and handle existing and new insurance policies for clients.& prospective clients.
Policy types to be handled include (but not limited to) High Net Worth & private home (Contents & Buildings), Pet, Holiday Home & Personal Accident.
Key Duties and Responsibilities :
Speaking with clients, taking them through our sales process.
Researching and providing new quotations,
Proactively speaking with former clients and previous enquires to offer quotations at next renewal,
Managing the renewal book of existing clients
Ensuring timely renewal of polices and processing the renewal.
Collecting payment and arranging payment where required under finance schemes.
Running and Maintaining a well managed diary system.
Any other duties as requested by your Line Manager in accordance with the nature of this position.
Experience require in
Suite of Microsoft office Products
Understanding of the principals of insurance broking
The Data Protection Act
FCA Protocols
GDPR 
