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Insurance Account Advisor

The Recruiter Specialists Group Ltd
Posted 13 hours ago, valid for a month
Location

Billericay, Essex CM11 2JZ

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The role involves managing a variety of insurance products including Personal Lines, Commercial Combined, Household, Motor, and Fleet.
  • Candidates should have experience in insurance, with specific experience in some or all of the mentioned products considered favorably.
  • The position requires strong client service skills, attention to detail, and the ability to work under pressure to meet targets.
  • The salary for this position is competitive, reflecting the experience and expertise required, though specific figures are not mentioned.
  • Applicants are encouraged to submit their CVs for consideration, indicating that the company is looking for motivated individuals to join their expanding team.

Overall objective of the role:Dealing with a wide variety of Insurance Products Personal Lines, Commercial Combined, Household, Motor, Fleet. Although experience of some of these if not all will be consideredMain duties to include:* Provide day-to-day service to meet client requests and requirements in order to retain existing allocated clients, working at moderate or high degrees of pressure according to targets and workload.* Will exercise considerable discretion and independence under general guidance but refer to higher levels when required.* Produce fact-finding documents or supporting documentation to assist the periodic customer review process.* Identify additional opportunities for profitable growth by recognising client exposures and recommending cover enhancements.* Negotiation of competitive terms with the product/service providers in order to satisfy client requirements.* Handling invoicing of all premiums due including effective credit control, where necessary.* Check all client documentation for accuracy prior to issue to the client.* To take and action instructions relating to the provision of cover.* To ensure all communications are accurately recorded against client records.* Ensure company procedures are followed, in order to adhere with both quality standards and compliance regulation, in accordance with their authority.* Carry out client visits as and when necessary.* Virtual file creation and management.* Diary management.* Other duties as required in supporting the Professions team.Specific duties and key responsibilities:* Handling and Organising all incoming correspondents including responding where an Account Executive’s input is not required.* Booking mid-term and renewal meetings for allocated Account Executive.* Providing a specialist broking service for Desktop Clients.* Processing any desktop renewals and any other renewals that do not need Account Executives input/visit.* Attending Networking Events when required.* Diary Management and appointment creation for the Divisional Director.* Ensuring confidentiality is maintained at all times.* Getting involved with web and/or Social Media marketing.* Database Preparation, management and Cleansing.This is an great opportunity for someone who is looking for genuine prospects and to be part of this expanding and developing Insurer.

Please submit your CV for the attention of the Hiring Manager if this role is of interest to you.

The Recruiter Specialists are acting as a Recruitment Agency as Preferred Supplier for this position

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.