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.
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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