Responsibilities

• Achieve individual objectives and key performance indicators as set and agreed
• Completion of daily postal and banking duties
• Assist the management team with the daily update of the electronic renewal list log
• Provide a proactive and responsive renewal service using best endeavours to retain clients at renewal
• Invite renewals
• Provide professional support and advice to clients, ensuring high levels of service and client satisfaction throughout the life cycle of their insurance
• Ensure all policy administration is dealt with in a professional and timely manner
• Take payments from clients
• Underwrite scheme policies within underwriting authority level & referral guidelines
• Check, process and issue new policies
• Adhere to all Company, regulatory and compliance guideline requirements
• Maintain own technical competence
• Support colleagues from all areas of the business as required

Skills & Behaviours

• Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
• Ability to work in a regulated, compliant and client focused environment
• Organised, resourceful, deadline driven and supportive of the wider team
• Quality orientated with great attention to detail
• IT literate

Qualifications

• Chartered Insurance Institute Certificate in Insurance