Insurance Sales – Winchester £15 – 20k
Our client is currently looking for a candidate who has great Customer Services skills to join their friendly team in Winchester.
Ideally our client is looking for someone with previous Insurance Sales experience, but this is not essential.
Our client offers good working hours: 8.40 – 5.30 Monday - Friday and 8.40 – 12.00 Saturdays. They also offer 20 days holiday + Bank holidays and good incentive schemes to earn more money on top of your basic salary.
Purpose
To provide support to personal lines clients to ensure conversion of new business, service of existing accounts and retention of renewals to achieve company income targets in accordance with company procedures and regulatory requirements.
Main Tasks
- Respond to enquiries from clients, brokers and underwriters received by phone, letter, e-mail or fax in a courteous and helpful manner and ensure that all information required by clients or underwriters is obtained and communicated.
- Complete the key task of “fact finding” to identify clients’ requirements and to provide a quotation to fulfil their needs.
- Using the information gathered, determine which Insurers will provide the most competitive rates for the covers required.
- Obtain quotations, using quotation system, rating guides or by referring to insurers. Communicate quotations, advising the most appropriate in terms of price and cover to meet the applicant’s needs.
- Discuss any “additional” covers to ensure that all insurance requirements are satisfied.
- If the quote is accepted verbally, the jobholder will issue written confirmation, providing full details of cover, enclosing proposal(s) for completion and the “Terms of Business” document.
- Issue invoices or receipts and policy documents and update client records.
- The jobholder will share responsibility for dealing with any actions attaching to existing clients on mid-term adjustments and claims and will occasionally refer to senior colleagues.
- Maintain the system for raising renewals, which should be actioned 21 days before renewal date. Manage the departmental diary system and produce renewal documentation.
- Handle referrals from the Administration section in respect of quotations, adjustments and renewals, where appropriate.
- Chase and receive payments by cheque, credit card and direct debit for new business, renewals and policy amendments. Issue receipt documents and send renewal documents.
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