Insurance Team Leader

Recruiter
Routen Chaplin
Location
Derbyshire
Posted
09 Nov 2018
Closes
09 Dec 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Personal Lines Insurance Team Leader
£28,000 per annum
About us
Routen Chaplin are independent insurance brokers based in Long Eaton, delivering comprehensive commercial and personal insurance solutions. We are a progressive broker currently working through a change program that has seen a significant focus on operational efficiency growth. We have restructured the business to reflect our vision and strategic focus and are now looking to invite career focused individuals to join our team who will contribute towards our on-going development.
Overview of role
* Responsible for overseeing the daily operations of the Personal Lines Department, managing a small team.
* To provide a quality service to existing personal lines clients, covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium and support the Directors & Account Executives in their provision of this.
* To secure new customers and generate new business and to administer the insurance arrangements for the protection of the material assets and liabilities of clients.
* To be aware of market developments in your business areas and bring them to the attention of clients and colleagues, where appropriate.
* To carry out all business activities strictly within the rules and requirements of the Financial Conduct Authority and to be aware of and maintain up-to-date knowledge of the regulatory environment as it applies to your work areas.
Key Responibilities & Accountabilities
* To ensure the fair treatment of our customers and prospective customers in all of their dealings with us.
* Deal with new business, mid-term adjustments and renewals in the personal lines insurance market and draw their attention to all information pertinent to their insurance, including duty of disclosure, warranties and conditions etc.
* Carry out instructions regarding the arrangement or amendment of insurance for clients, referring the query to the appropriate person when the enquiry falls outside own knowledge and experience
* Deal with telephone and email enquiries professionally and politely, referring the query to the appropriate person when the enquiry falls outside own knowledge and experience.
* Ensure that all communications with insurers or customers are accurately recorded as per the Firm’s usual procedures.
* Ensure all processes follow the firm’s usual Practices and Procedures.
* Analyses, assesses and accurately record customer demands & needs.
* Provide full support to the Directors and Account Executives in their provision of a Personal Lines Insurance Service to their clients’
* Ensure customers’ credit is within agreed Company limits at all times and assist Account Department in securing payment of invoices outstanding beyond normal terms and periods of payment
* Carry out and assist with regular training as appropriate to the position held and areas of activity, to maintain competencies in accordance with FCA requirements
* To prioritise and organise own workload to ensure that deadlines & diary are adhered to
* Any duties that may be required in accordance with the nature of the job
Knowledge & Skills
* Knowledge of the Open GI system (Migrating to Acturis 2019)
* Knowledge and understanding of agreed personal lines insurance classes including current market conditions.
* Familiar with full cycle EDI policies
* Knowledge and understanding of FCA rules and guidelines relating to commercial and private customers.
* Knowledge and understanding of all company specific procedures.
* Willingness to continue to develop knowledge of insurance and related issues through formal and informal learning, both internal to the firm, and externally.
* Confident & effective telephone skills
* Ability to develop and sustain relationships with customers & Insurers.
* Ability to construct effective written communications, including letters, emails and reports
* Data Protection, Money Laundering, Law of Agency
* Microsoft Word, Microsoft Windows and internet
* Cert CII qualified or working towards

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