This role holds responsibility for the effective management of existing clients’ insurance business and for the support of business development through provision of quotes and cross-referrals. The role has authority to deal with insurers and clients as required to transact business
To prepare renewal schedules and contact clients prior to renewal within compliance manual timescales
Answer incoming new business enquiries and prepare new business quotations.
Negotiate alternative quotes – prior to renewal dates – where appropriate
Knowledge, skills and experience
Previous broking/insurance experience preferable
Knowledge of wide range of insurance products and companies
experience in obtaining information from clients via telephone & e-mail