COMMERCIAL NEW BUSINESS BROKER who has gained over 7 years experience within the insurance industry and within banking roles. Currently responsible for taking incoming sales calls and making outbound sales calls. Advises clients on the best policy for them and what liability insurance they need depending on their circumstances. Trains new members of staff (teaching them the system, what people do and the products used). Manages own book of clients and is always their point of contact at the company. Prospects own leads from spreadsheets. Sets up insurance for Health & Care Recruitment, domiciliary care, dentists and doctors and is in the process of learning about care home insurance. Undertakes underwriting on a daily basis with several delegated authority schemes.
Has completed IF1 (Insurance, Legal & Regulatory) of the Certificate of the Chartered Insurance Institute.
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