To provide broking and administrative services to clients, confining advice and information to those areas in which the jobholder is deemed competent, otherwise seeking advice as appropriate. Including but not limited to:
• Giving instructions to insurance providers. • Checking policy documents (including endorsements) for accuracy prior to receipt by clients. • To handle the invoicing of premiums due, maintaining effective credit control in respect of allocated clients. • To process correspondence, renewals, pre-renewal activity, quotations and computer input. • Ensuring that all post and diary activity is completed on a daily basis. • Manage own files as per local procedures.
To collate and prepare reports for both client and insurer market.
To understand client’s situation, opportunities and problems and design of appropriate solutions.
Ensure where possible, premiums are settled in accordance with company credit control procedures.
Expand existing client portfolio to include additional covers and to produce new business leads for sales teams.
To assist in ensuring that all post and diary activity is completed daily in accordance with the local procedures and performance standards.
To assist team performance by regular communication with colleagues and manager to establish and raise concerns and provide solutions.
To ensure compliance with local procedures, customer service standards and external compliance regulations, e.g. FCA
To undertake training in line with agreed objectives and keep up-to-date with technical, legal and market developments via use of e-learning, internal training and reading market related material.
To maintain and develop personal knowledge and skills through continued professional development as well as ongoing at desk training and ensuring that this is recorded in line with Training & Competency requirements.
To conduct the business of the Company at all times in a courteous and efficient manner.
Develop and maintain positive ongoing relationships with Insurers and Underwriters in a professional manner.
The jobholder will, at various times, act for the insured and insurer. The jobholder will be responsible for adhering to all the Group's procedures and policies in relation to the identification and management of potential conflicts of interest and for the fair treatment of customers, and will ensure they follow the systems and controls operating to ensure that this is the case.
To ensure that any customer complaints are identified and handled strictly within the company’s complaints procedure
To undertake any other task as may reasonably be required by the Company.