CareerJuice are looking for an Insurance Sales Advisor to join a fantastic Insurance Company in Huntingdon.
You will need to
- Provide a professional, prompt and efficient Insurance Broking service to Clients and Insurers.
- To observe the regulations issued by Financial Conduct Authority and other regulatory bodies.
- To incorporate the group’s values into every procedure
Your responsibilities will include :
Quotes and New Business:
- Provide quotations on all product lines ensuring suitability with customer’s demands and needs
- Place risks on cover and obtain/issue appropriate documentation including: -
- Policy Schedules
- NCB proof
- Statement of Facts (or Proposal Forms where relevant)
- Statutory documents (IDD, TOBA, DRI etc)
- Invite renewal on the best terms for the client re-broking as appropriate
- Renew/replace policies issuing appropriate documentation
- Lapse policies as appropriate
Mid Term Adjustments / Cancellations:
- Process mid-term adjustments/cancellations as appropriate
- Issue revised documentation as appropriate
- Provide advice to clients on available payment methods
- Process payments
- Set up finance agreements as required
- Deal with complaints efficiently and compliantly
- Enter complaint details onto the system
- Realise when complaint needs to be referred to line manager
This is an exciting opportunity for someone to build a career within the Insurance Industry.
If you are interested in the role please apply now!
CareerJuice are acting as agent.