A fantastic opportunity for a relationship focused commercial insurance account handler / broker to join an expanding commercial insurance business based in County Durham.
We are looking for candidates full of enthusiasm, drive, ambition and passion, who have a natural ability to build and maintain strong relationships. This is the right roll for someone who excels developing strategic partnerships with clients, colleagues, and key insurance carriers.
•Constantly demonstrate a professional approach when communicating with colleagues, customers and insurers.
•Assess, understand, and establish the customer's needs to provide adequate cover whilst also explaining other suitable insurance products and benefit packages.
•Ensure that the customer has fully understood all the terms, conditions and restrictions.
•Handle all customer calls in an expert manner, following the principles of the Customer Best Interest Rule and representing the company professionally always.
•Ensure our customers are given correct and relevant information, ensuring their needs are met and allowing them to make an informed decision.
•Obtain, clarify and input correct and accurate customer data to minimise errors, amendments and complaints/cancellations, ensuring a first call resolution approach.
•Process payments and accounts in line with the company financial arrangements and/or third-party providers.
•Maintain quality through adherence of internal policies and procedures and external regulations (such as the FCA) and keep up to date with all changes in the regulatory framework.
•Implement due care and diligence and escalating risks appropriately, especially where activities might affect the integrity of the financial system; for example, suspicions of fraud/money laundering.