Private Clients Executive – Reading – up to £30,000 plus benefits
Insure Recruitment are working with a growing Insurance brokers who are keen to make an addition to their personal lines insurance team.
You will be responsible to achieve agreed Company forecasts, plans, targets, and budgets for the development of existing and new customers' personal lines policies, including but not limited to Home, High Net Worth, Motor, travel, and associated policies. Giving a comprehensive Personal insurance service to existing and potential new customers. Develop an initial and ongoing knowledge and understanding of customer requirements and ensure these are met at all times. Offer advice and guidance on risk management issues where required.
DUTIES AND RESPONSIBILITIES:
Monitor performance against objectives, forecasts, plans, targets, and budgets and provide regular feedback to the Manager and the Director in this respect
Maintain appropriate, regular contact with existing customers, to ensure their insurance requirements continue to be met
Identify and acquire new customers for the business in line with objectives, forecasts, plans, targets, and budgets
Identify, recommend, and agree to corrective action with the Manager and the Director as appropriate, where deviations in performance below plans occur, or where other problems arise affecting sales or customer satisfaction
Promote and maintain a high Company image of professionalism, competence, and customer satisfaction
Ensure customers’ credit is within agreed Company limits at all times, and assist Accounts Department with securing payment of invoices outstanding beyond normal terms and periods of payment
Be responsible for ensuring the collection of monies from clients within the Company’s agreed credit period, whilst maintaining good relationships with those clients and with insurers.
The job requires a thorough knowledge of:
The principles, practices, and legalities of General Insurance
The UK General Insurance market in respect of Personal insurances
FCA Regulations for dealing with Personal Customers
Sales techniques and methods
Credit management procedures
The job requires knowledge of:
The operation of the Company’s IT system, including procedures, authority limits, and audit trails
The Data Protection Act
Requirements of money laundering legislation
FCA regulations for dealing with Client Money and Treating Customers Fairly
Rehabilitation of Offenders, Disability Discrimination and Race Relations Acts
Death in service