Reporting to:

Branch Manager/Team Leader

Summary:

Key purpose of this role is to assist a small but focused team to ensure that renewals/sales/admin targets are achieved and exceeded. 

To liaise with clients in a confident and positive manner.

To provide timely and accurate administration together with telephone support when required.

Key Responsibilities:

Working in accordance with procedures, standards and guidelines set:

To ensure all renewal invitations are underwritten correctly.

To ensure all calls are handled in a courteous and professional manner.

To achieve targets set and maximise retention.

To maximise sales.

Checking proposal forms.

To produce relevant documentation accurately.

To be responsible to apply the process in your given role and script to ensure that the ICOB rulings are achieved at all times.

Operate in accordance with company procedures including those on FSA/GISC Compliance and Human Resources.

This includes monitoring and reporting as requested by the Team Leader.

The above represents the key areas of responsibility within your role. 

However you may be required to cover additional duties as and when required.

Experience:

At least 2 years experience within the Motor Insurance industry.

Professional Qualifications:

Educated to GCSE level and will be considering C11 qualification if wanting to progress further.

Personal Qualities:

Ability to work on own initiative but know when to refer to senior staff; key board skills; ability to work under pressure; good personal organisation skills and telephone skills, flexibility, honesty, integrity, reputation, competence/capability and financial soundness as required under the FSA FIT ‘Fit and Proper Test’.