Classification: Confidential
Role Profile
Position: Sales & Service Technical Consultant (Level 4)
Reporting to: NIS Operations Manager
Location: Stratford Upon Avon
Purpose
Oversee and handle, as necessary, the placement of predominately Large Corporate, Complex or Multi class solutions and support the Agency Network throughout the process. Liaise with insurance partners to obtain appropriate terms and ensure terms are provided in line with the agreed criteria, timescales, compliance requirements and limits of authority at both an individual case and multi-client level.
Key Accountabilities
1. Establish and advise on client requirements for large existing and new business cases involving Large Case Strategy Calls. Initiate and authorise both existing business and new business quotes to deliver the best product and terms to meet clients’ need within agreed SLAs and ensure appropriate use of NIS.
2. Provide advice and support to Agents on cover and market intelligence. Negotiate with providers to ensure clients have the correct cover, providers have full information regarding the risk and there is a smooth process between the Agent, provider and NFUM client. Build and maintain effective relationships with LCI, sector desks, Underwriting and NIS Business Development Manager to ensure effective delivery of objectives. Holding suppliers to account regarding service and quality, escalating where necessary.
3. Provide on the job training, coaching and mentoring to the Sales & Service handlers to support the improvement in technical knowledge, presentations to market and identification of opportunities to discuss other potential cover exposures.
4. Attend client meeting/calls alongside Agents when required to provide support on NIS placed business, where commercially viable.
5. Develop and deliver training on products and process to enhance team knowledge and case handling skills and improve the quality of service.
6. Investigate and authorise or escalate referred, declined or exceptional cases in accordance with established procedures to ensure they are administered correctly in line with limits of authority.
7. Deliver short term / one-off projects and activities as required by and to the standards and outcomes agreed with Line Manager.
Leadership Star
Quality Indicators Level Sets Direction Interprets and translates organisational vision and strategy into relevant, stretching targets and actions for their team or area of responsibility.
* Drives Results Takes personal responsibility and also holds team accountable for delivering to agreed standards, challenging self and others to rise to challenges and perform to the best of their abilities.
* Executes Successfully Making things happen at a team or individual work area level by challenging conventional thinking, managing minor risks, involving others and seizing the opportunities offered by change.
* Customer Focus Meets the expectations and requirements of internal and external customers. Demonstrates an understanding of customers and their issues and ensures they receive a high-quality service from NFU Mutual.
* Energises Others Recognises the different ways that different people contribute to team performance. Engages, motivates and develops others to work effectively and collaboratively to achieve both results and their own potential. Acts as a role-model for others.
Qualifications
* 5 GCSEs or equivalent
* DIP qualification desirable
Experience and Knowledge
* Extensive Knowledge of the Commercial Insurance Market having operated in a new or existing business role in either a broker or insurer.
* Specialist knowledge within Financial Lines, High Risk Liability or London Market Placements is desirable.
* Experience of delivering technical guidance and support to internal and external customers.
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