Commercial Insurance Adviser (Affinity GI) - Taunton

Key Purpose

To provide exceptional service and advice to clients in order to maximise client satisfaction and achieve new business income targets in support of the business strategy.

Responsibilities 

  • Achieve individual objectives and key performance indicators as set and agreed
  • Be proactive and maximise all business opportunities making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients wherever possible
  • Provide professional support and advice to clients ensuring high levels of service and client satisfaction
  • Generation of leads by effectively contacting existing clients, previous clients, previous quotes and prospects
  • Ensure all policy administration is dealt with in a professional and timely manner
  • Underwrite scheme policies within underwriting authority level & referral guidelines
  • Adhere to all Company, regulatory and compliance guideline requirements
  • Be professional when representing the Company at external events such as conferences and client visits
  • Maintain and develop 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
  • Confident and capable of building rapport over the telephone to provide an excellent client experience
  • Ability to provide holistic advice based reviews and recommendations to clients
  • Tenacious and motivated towards meeting and exceeding sales targets
  • 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

Location: Taunton

Employment Type: Full Time

Salary: Starting from £25,000.00 (Depending on Experience)

Working Hours:

Full Time, Permanent

Duration: Permanent