Yorkshire: West Yorkshire.
£25,000 - £40,000
Will be primarily responsible for providing a high quality, innovative and profitable service in accordance with the client's needs. Will work with Client Managers to ensure the highest level of service to each assigned client. This includes liaising with Client Managers to fully understand the client's business and insurance requirements, contributing to the formulation of the Service Plan, Reports, Presentations and any other client documents etc. as required including visits to clients, and communicating terms of settlement to client, ensuring premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards. Will identify potential improvements in client risk & insurance programme design and make recommendations to Client Manager and implement recommended changes for clients if required.
Will negotiate new business terms, renewal terms, mid-term adjustments and cover extensions. Undertake negotiations with insurers as agreed, marketing & negotiating terms with the facilities as required - fully supporting the broking function to achieve optimum solution for the client. Preparation of comprehensive marketing presentations and the renewal report, working with the Broking Managers to prepare full cover comparisons as required.Establishing and developing effective working relationships with insurers and where appropriate, differentiating with the client; the cover, service and industry knowledge that a specific insurer could deliver to them. Providing on-going communication with the client following queries/alterations and ensuring the Client Manager is kept appraised of developments.
Identifying revenue development opportunities on allocated Client accounts, using knowledge of products/services in the wider community and making recommendations to Client Managers. Ensuring contract certainty is delivered. Acting as an escalation point for colleagues in relation to contract certainty queries, mentoring others as appropriate. Professionally representing the company demonstrating an understanding of corporate objectives, be seen by colleagues as someone who is supportive and helpful, and continually improving personal knowledge through appropriate training and implementing appropriately.Taking ownership of problems and their resolution, seeking assistance where necessary. Complying with regulatory and other standards as directed by line management and will be responsible for working in accordance with company framework and compliance with company policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company.
ACII or equivalent is preferred but not essential. Insurance experience is required, ideally gained at an insurance broker. A high level of FCA Principle and Procedures. Good level of technical knowledge, especially in the major and pecuniary classes, Property/Casualty and Combined. Organised, with the ability to prioritise work, delivering accurately and on time. Will embrace change and react positively. Committed to growing your career with the company.
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