Salary
💰 £24,000 - £29,000 per year
About the role
- Manage a personal portfolio of small/mid-range clients, meeting new business and renewal targets
- Speak to customers and provide advice on new products and renewals
- Consistently adhere to sales quality standards to ensure high quality customer outcomes
- Promote additional products and handle new business enquiries
- Build and maintain strong relationships with clients and insurers
- Develop and maintain an understanding of the PMI market, products and regulation
- Negotiate premiums with insurers to secure best value for clients
- Input notes on all business (new/retention) into database and ensure relevant paperwork is on file to ensure compliant processes
- Meet commercial targets by maximising business and service opportunities from all contacts
Requirements
- No experience necessary; full training provided
- Experience within Financial Services / General Insurance / Private Medical Insurance preferable
- Strong relationship and account management experience
- IT Skills: Microsoft Outlook, Word, Excel, PowerPoint
- Professional with a customer focussed approach
- Ability to work well as part of a team and using own initiative
- Successful applicants will undergo employment checks (recent employment, address, credit history, standard criminal record check)