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
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£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
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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