Purpose
To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expected to undertake additional appropriate tasks, as required from time to time, to fulfil the role as required.
Key Accountabilities
Financials & Reporting
Ensure that premiums are collected from clients in a reasonable timeframe by using diary systems and liaising with Account Executives where required.
Manage debtors. To aim to reduce debt over 90 days to minimal amounts working with team leaders and office managers to do this.
People
* Work with colleagues across all departments; Commercial, PCD both Personal Line and High Net Worth (HNW) and Credit
* Embrace the Group Client ethos and ensure that you are realistic about what you commit to; deliver on commitments and proactively update on progress
* Work collectively to the benefits of our Clients
* Offering best quotation provided by insurers
* Calculating and sending out renewals
* Setting up, issuing and sending out new policies
* Offering more flexible cover if needed by the client
* Processing mid-term alterations for clients when required
* Answering clients’ queries promptly
Processes
* Ensure computer records reflect ...