Insurance Sales Advisor - Huntingdon

£21,500 - Sales
Ref: 105 Date Posted: Wednesday 22 Jan 2020
LinkedIn ShareShare
More

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: -
  • Certificates
  • Policy Schedules
  • Covernotes
  • NCB proof
  • Statement of Facts (or Proposal Forms where relevant)
  • Statutory documents (IDD, TOBA, DRI etc)

Renewals:

  • 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

Payments:

  • Provide advice to clients on available payment methods
  • Process payments
  • Set up finance agreements as required

Complaints:

  • 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.