The Role: Existing Business TechnicianTo maximise company renewal retention and income by liaising with potential customers and the companies’ insurer partners to obtain the best policy cover and a competitive premium for the client.Responsibilities:
1. To work through generated renewal invites, carrying out underwriting and contacting clients by telephone with the intention of closing policies due for renewal.
2. To Act as a contact and focal point between a customer and an Insurer to ensure the customers particular needs are met and that the policy offered is fit for the customers’ requirements based on their declared demands and needs.
3. Processing Mid Term Adjustments and Renewals on all product lines including collection of premium(s) and any details required to complete the processing of a policy for passing over to insurer
4. To ensure individual and department KPI’s are achieved on a consistent basis which include retention and add on sales
5. Complete minimum 15 hours CPD training on platforms provided
6. Seek cross sale opportunities for other lines of business from existing customers
7. Play an active part within the existing business team, following company compliance and any internal processes
8. Keeping up to date with the organisations’ products, services and strategies.
9. Dealing with customer queries and complaints, maintaining a high l...