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Commercial Business Unit Executive

Posted 9 February by REED Insurance Featured Ended
Commercial Business Unit Executive based in Manchester City Centre!

I am working with one of the most respected brokers within Manchester, They are looking for someone who has provided EB services to new and existing clients within all areas of EB.

This includes PMI, Cash Plans, Pension, Group Life etc. You will have previous experience working with Corporate clients in the EB field.

This role will have a salary of around £35,000 based on experience.

To manage the provision of services to all clients within the business unit. To own and continually review all processes and procedures within the unit. To support the wider business in areas where individual skillset allows.

Goals and responsibilities include:-

Supervisory
§ Set clear goals
§ Delegate tasks and set deadlines
§ Oversee day-to-day operation
§ Monitor performance and report on metrics
§ Motivate team members
§ Discover training needs and provide coaching
§ Contribute ideas and opinions to continually improve the team’s capabilities and increase client servicing standards

Support and assist portfolio of clients
Provide an effective day to day servicing for clients
§ Build productive relationships with clients
§ Ensure that client demands and needs are fully understood and met and suitable recommendations provided
§ Ensure that activities comply with FCA regulatory and market standards
§ Servicing and administration of clients to include input of new and renewing business on First software, monthly scheme payments, leavers and joiners to group schemes
§ Use of The Exchange to source best terms for life and annuity business
§ Handling of telephone enquiries from all clients and scheme members
§ Process (and review) accurate reports, renewals, presentations, letters and memoranda

Experience/Knowledge

§ Minimum 2 years experience in the insurance industry within EB
§ Good understanding of at least two of:
o Risk arrangements
o Healthcare arrangements
o Group Personal Pension arrangements
o Flexible benefit arrangements
§ Previous experience of servicing clients
§ Microsoft Office literate
§ Understanding of FCA regulations & guidelines
§ Good general level of education (A level or above, or relevant industry accreditations)

Skills

Excellent client servicing skills
§ Ability to apply own judgement & experience when making decisions, including when to refer to an appropriate expert
§ Ability to accurately analyse data in order to identify key issues
§ Good interpersonal skills and the ability to adapt to given audience
§ Excellent oral and written communication
§

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33629636

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