Commercial Insurance Adviser (Affinity GI) - Taunton

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