Summary:

Key purpose of the role is to deal with customers correspondence, new business, renewals and adjustments on Taxi, Motor Trade, Private Car, Fleet book of business.

Key Responsibilities:

Issue policy documents using the appropriate system, generating documentation, debit notes and WP’s Issue first and continuation cover note(s) where required.
Answer telephone enquiries on all aspects of the business.
MID checks.
Preparing cases for renewal and issue of renewal invites/renewal debiting.
Maintaining and dealing with diaries.
Proposal form and renewal declaration checking.
Answer telephone enquiries on adjustments, new business and renewals.
Be a team player and have a flexible approach to work.
This includes monitoring, implementing and reporting as requested by the Branch Manager.

Ad hoc or additional:

The role may require the working of occasional weekends to assist with ad hoc projects 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:

1 to 5 years in insurance

Professional Qualifications:

Ideally will have CII qualification or will be considering progression towards it.

Skills/Personal Qualities:

Ability to work on own initiative but know when to refer to senior staff.
Good sales technique and negotiating skills.
Good communication skills including confidence when talking on the telephone.
Knowledge of the company products.
Ability to work under pressure.
Key board skills and the honesty, integrity, reputation, competence/capability and financial soundness as required under the FSA FIT ‘Fit and Proper Test’