Overall Objectives:
* To manage a book of business of existing clients and develop a pipeline of new business in relation to
* commercial insurance, whilst ensuring full FCA compliance.
* To generate revenue for the business and ensure a quality service is provided to all customers in
* accordance with their needs and requirements.
* Achieve all numerical targets and key performance indicators while maintaining full adherence to the
* compliance requirements.
* To personally deliver, and work closely with the wider team, to ensure a superior service is provided to
* all clients, colleagues, and suppliers in accordance with our service standards, values, and behaviours.
Key Performance Indicators:
Ensure all Key Performance Indicators are achieved (renewal commission & fee income, new policies to existing clients commission & fee income, premium finance income, administration fee income, volume of quality recommendations generated) and are attained compliantly with regulator.
To ensure our client service standards are always met.
To always operate within the guidelines of the regulator, company policies, procedures, conduct policies and guides to best practice.
To always support and demonstrate the values of the business to clients, staff, and suppliers.
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