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Insurance Consultant

Employer
Redwood Search
Location
Kidderminster
Salary
£18000 - £23000/annum + C£6K Bonus
Closing date
30 Jun 2021

View more

Job Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
£18-23k

Kidderminster

We are currently working with our client to recruit an Insurance Consultant to their team.

To provide a professional, prompt and efficient Insurance Broking service to Clients and
Insurers whilst observing FCA regulations.

Main Duties & Responsibilities

 

Provide quotations on all product lines ensuring suitability with customer demands and needs

Place risks on cover and obtain/issue appropriate documentation including: -

Statutory documents (IDD, TOBA, DRI etc)

Statement of Facts (or Proposal Forms where relevant)

NCB proof

Policy Schedules

Certificates

Invite renewal on the best terms for the client rebroking as appropriate

Renew/replace policies issuing appropriate documentation

Mid-term adjustments/cancellations

Process payments and set up finance agreements as required

Issue letters to clients/Insurers as appropriate

Maintain cover note diary as required.

Sending marketing material to prospective clients to generate leads

Contact previously insured clients in the hope of regaining lost business

Cross selling

 

Please contact Arlene at Redwood Search Recruitment Agency Worcester for more information

By applying for this role your details will be submitted to Redwood Search. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser

Recommend your family and friends to us and on their successful placement, we will give you up to £250 worth of vouchers of your choice. (T&C's apply).

Please visit our Redwood Search website to find more roles

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