Insurance Broker

The purpose of the role is to provide quotations for New Business and renewals. The role requires face to face lead generation, dealing with clients in the branch, over the phone and via e-mail to ensure sales targets are maximised, through the provision of efficient communication & negotiation skills.

We are looking for a candidate who has good judgement, is analytical, pays great attention to detail, is flexible, initiative-taking, driven & who delivers excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities

• Delivering good outcomes for customers and putting the customer’s interests first.

• Ensure the customer understands what we sell and support the customer in anyway you can.

• Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.

• Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client’s demands and needs.

• Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.

• Calculate New Business premiums in accordance with the specific carrier’s risk appetite and guidelines or consult with insurers for all non-delegated authority business.

• Ensure that telephone calls are answered & dealt with promptly & efficiently.

• Maintain thorough and accurate records of all customer interactions.

• Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.

• Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.

• Required to attend network events as and when required.

• Develop and implement strategies to generate new business opportunities.

• Adhere to all company policies and procedures.

• Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.