To develop and maintain a portfolio of clients that encourages long term relationships, encompassing new business, renewals and adjustments, through client contact, and the preparation of presentations and the maintenance of manual and IT-based office systems.
To realise individual sales targets through the achievement of new business and renewal figures, self-monitoring individual sales activity to ensure all avenues are maximised.
To track and monitor progress of activity monitoring conversion rates for leads, appointments, quote and sales activity.
To adhere and support new and existing sales incentives across the company, i.e. Cross selling, networking and referrals.
To ensure that customer service levels are implemented and maintained to a high level ensuring that team achieve results whereby at least 90% of clients are satisfied with the level of service provided.
To ensure that there are no more than 1% complaints per month for the department.
To ensure that telephone response times are maintained in accordance with specified parameters.
To ensure that all complaints are dealt with within 1 working day in accordance with FCA requirements, or if unresolved/unsatisfied such complaints are passed to compliance manager immediately.
Ensure that insurance and risk management needs are fully met to the satisfaction of clients and the team.
To ensure that full presentations are sent out to market, and are actively managed to ensure the best premium and level of cover are obtained for the needs of the client.
Ensure that all clients are appropriately informed of all matters relating to their insurance in a timely manner and in accordance with FCA guidelines, accurately presenting recommendations and options to clients.
To work in line with established administration processes to ensure all documentation are accurately produced and distributed to clients.
Accurately document all instructions/conversations with clients on manual and IT based systems, with specific emphasis on the latter, ensuring client files are kept up to date.
Ensure that all renewals are actioned within FCA guidelines.
To encourage long term relationships with our clients ensuring that a minimum renewal retention rate of 90% is obtained.
Ensure that all Mid Term adjustments are actioned appropriately in a timely manner.
To maintain NTU level below 10% in any one month period.
To keep the Team Leader informed appropriately and as required of his/her work.
To maintain a sound knowledge of clients industries, businesses and risks.
To develop and maintain an appropriate knowledge of the market.
To be working towards or achieved the Certificate in Insurance.
To correctly complete and participate in Continual Professional Development, with monthly sheets being submitted to the Team Leader.
ACCOUNTING, FINANCE & OFFICE
To navigate and effectively maintain manual and IT systems for processing, accounting and administration purposes, making recommendations for development and improvements where applicable.
To ensure and re-enforce the timely payment of all premiums in line with company procedures.
To be aware of premium dues and bad debt and minimise levels working in line with processes and procedures to avoid credit control referrals.
To maintain open lines of communication with accounts to assist in the resolution of account queries within the specified timeframe.
Ringwood - 8.30am to 5pm, Monday to Friday, £23-£26k.