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Wise May are recruiting for an Insurance Broker to join a customer centric Insurance Specialist based in Beckenham to support the companies exciting plans for growth and expansion by generating new business opportunities.
Insurance Broker key responsibilities:
- Engaging with clients to initiate new business opportunities through direct enquiries, leads, referrals, prospecting, cross-selling and networking.
- Assessing clients’ insurance needs by identifying their risks and insurance coverage requirements and advising on suitable insurance products.
- Collaborating with insurance carriers and underwriters to negotiate coverage and pricing on behalf of clients.
- Maintaining professional relationships with our existing network of Brokers for all our products.
- Managing and sharing internal referrals with the Underwriting Technician.
- Distributing quotations to the sales team.
- Reviewing, maintaining and updating client records including policy renewals and adjustments.
- Building and maintaining strong client relationships through regular communication. Conduct regular follow-ups with clients to ensure they are satisfied with their insurance policies and service.
- Achieving sales targets through proactive and professional client engagement.
- Staying up-to-date with changes in insurance policies, laws, regulations and best practices.
Insurance Broker skills and experience:
- Demonstrable experience working in an insurance sales role, with personal and commercial lines product knowledge.
- A customer-focused mindset, with the ability to build rapport and trust with your clients.
- Passionate about delivering an exceptional service to your clients.
- Motivated to achieve goals and meet targets in line with company expectations.
- Great attention to detail, with excellent verbal and written communication skills.
Benefits:
- Perk Box
- Pension
- 25 days annual leave + Bank Holidays
Monday - Friday, 09:00-17:00, office based role.
