Role Overview
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- To engage with potential clients via telephone, e-mail, fax and other electronic means of communication to promote the company and the suite of insurances we are able to offer.
- To support Account Brokers through introducing potential new clients to the company via using the methods listed above and recording this using relevant IT platforms.
Duties and General Conduct
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- To act with due skill, care & diligence at all times
- To observe high standards of integrity and deal openly and fairly with clients at all times
- To conduct all business in line with the company policies, procedures and FCA regulations
- The company policies, procedures and standards manual must be read, understood and followed at all times in relation to this role
- To ensure a safe working environment in line with company’s health and safety policy
- To keep all client and company information gained as a result of this position confidential and use this information only as laid down in the above manual and other company directives
- To attend training sessions deemed appropriate
- Constantly seek to improve knowledge of Professional Indemnity Insurance
- To use company standard documentation and not to alter these documents without consent
- To support colleagues
- Maintain high standards of personal presentation
- To refer any issues outside of your normal responsibilities to a senior member of staff
- To adopt the “in event of absence” policy when required.
- To act and adopt a professional manner at all times.
- Be able to work independently and as part of a team
- To refer and adhere to company staff handbook as required
- To ensure CPD is maintained at all time
Role and Responsibilities
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- Have the ability to professionally and effectively employ sales skills to achieve performance and targets within specified time scales and as directed
- Be able to understand data, maintain and update the company’s database with accurate and current information gained from role activities
- Be able to identify and develop sources of potential clients
- Have the ability to effectively communicate with clients to gain commitment to return proposal form
- Have the ability to overcome client resistance/objections
- React positively and effectively to campaigns and projects
- Be able to demonstrate a required knowledge of Professional Indemnity Insurance, relevant selling points and benefits
- Maintain a current and accurate knowledge of competitors
- Keep abreast of competitor activity and recommend any necessary tactical action
- Plan diary and work load to make effective use of working day
- Liaise with other members of the team to actively promote performance and target opportunities
- Undertake all responsibilities with reference to company’s Policies, Procedures and Standards Manual
- Undertake any reasonable duties as specified
- To ensure relationships with clients, Insurers and outside agencies are maintained and improved
General Administration/Record Keeping
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- Handle correspondence related to broking activities in line with the company’s operational manual
- To update and maintain company records which includes clients files, spread sheets, etc., with information gained in a timely fashion
- To act promptly to resolve any issues or matters highlighted by any other member of the company or outside agency
- To be able to work to strict guidelines and time frames to ensure documentation to and from clients and Insurers is maintained
- To ensure all internal communications are acknowledged and actioned
- To update the new business spreadsheet (s) after each task for each client.
- To manage an effective diary system for your own prospect’s to ensure all cases are handled to the company’s high standards.
- To keep detailed telephone and meeting notes in the appropriate records
- To meet reasonable sales targets and to provide up to date sales figures, activities figures and additional information as requested by Managers and/or Directors.
Our Culture: People First
We’ve travelled far since opening our first office in 1994. Back then we were local experts – based in London, with direct access to the world’s biggest insurance market. We’re still locals, and we still deliver the right advice and the right insurance to our clients. But now, we’re local all over the world. With 15,000 global colleagues and a partner network spanning more than 100 territories, we are the largest independent insurance broker in the world. But our values haven’t changed since day one, when we set out to create a company grounded in:
• An employee-ownership model
• Aligned external investors
• The trust and integrity born of friendship
• Expertise
• Independence
Our focus on being a people-first business has always been at the very heart of the business. Our vision was to create an independent business with a unique culture; one that would survive and thrive as a business controlled by the people working for it. Our employee ownership model sets us apart in the market. It’s created a culture of collaboration and innovation, where we’re driven to think bigger and empowered to challenge convention.
Our flat structure and entrepreneurial spirit help us attract the best people and empower them to be the best version of themselves. And when we bring in and nurture great talent, more follows. That makes us better – and that’s better for everyone.
To apply, submit your updated CV. Successful applicants will be contacted within 2 working days to discuss the opportunity further.
At Insure Recruitment, we work with clients dedicated to fostering a diverse, inclusive, and authentic workplace. If you're enthusiastic about this role and your experience doesn't perfectly align with all criteria, we encourage you to apply – you might be the perfect fit for this or other roles.