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Insurance Consultant
Benefact GroupInsurance Consultant delivering commercial insurance sales income targets through effective sales and relationship management. Joining a growing team at Naturesave, an ethical Insurance Broker.
About the role
Key responsibilities & impact- Deliver holistic insurance reviews by assessing client needs and recommending suitable related products for both new and existing customers.
- Meet business targets by achieving new business, retention goals, service KPIs and maintaining required workflow standards.
- Maintain strong technical expertise through continuous learning of products, market trends and underwriting guidelines to manage complex cases and referrals.
- Achieve agreed performance objectives by consistently meeting individual KPIs and contributing to team success.
- Underwrite and manage claims effectively by adhering to underwriting authority levels, handling claims promptly and keeping clients fully informed through to settlement.
Requirements
What you’ll need- Proven experience with the Commercial Insurance Industry
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
- Ability to work in a regulated, compliant and client focused environment
- Organised, resourceful, deadline driven and supportive of the wider team
Benefits
Comp & perks- 28 days annual leave plus bank holidays
- Your birthday off
- Group Personal Pension
- Bonus scheme
- A holiday buy scheme
- An array of health and wellbeing benefits, company cash plan, income protection and life assurance
- Enhanced sick pay and parental leave
- Support and funding toward study and professional qualifications
- Paid time off for volunteering
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
underwritingclaims managementinsurance reviewsclient needs assessmentKPI achievementworkflow standardsmarket trends analysisproduct knowledgecompliance adherenceservice quality standards
Soft Skills
rapport buildingclient experiencecreativityteam focusorganisational skillsresourcefulnessdeadline drivensupportivenesscommunicationproblem solving