Address
Form of workMotor Insurance Advisor
Lutterworth
Salary - £25,000 - £30,000
Our Client is an Insurance Broker who is looking for an additional member of staff to deal with their Motor Insurance, Motor Fleet, Commercial Vehicles and Private Car enquiries.
Requirements
- A highly developed sense of integrity and commitment to customer satisfaction.
- A demonstrated passion for excellence with respect to treating and caring for customers.
- The ability to communicate clearly and professionally, both verbally and in writing.
- The ability to handledifficult customers andcomplaints if necessary.
- To have a pleasant, patient and friendly attitude.
- To have strong decision making and analytical abilities.
- To have strong detail orientation and communication/listening skills.
- A willingness to work a flexible schedule and occasional overtime when needed.
- To possess a strong work ethic and team player mentality.
Main Tasks and Responsibilities
- To complete the task of "fact finding" to identify clients' requirements and to provide a quotation to meet their Demands and Needs and fulfil our obligation of"Treating Customers Fairly" (TCF).
- To obtain quotations, using delegated authority arrangements or by referring to insurers, to communicate quotations, advising the most appropriate in terms of price and cover to meet the applicant's needs.
- To contact clients to renew policies and the preparation of required renewal documentation in accordance with company guidelines and requirements.
- To produce new business income, maximise and manage prospects from the company database in accordance with Company Procedures and Regulatory Requirements.
- The roleof Motor Insurance Advisorinvolves areas where the jobholder deals with commercial lines administration, setting up New Business and Renewal cases in Acturis, correspondence and liaising with insurers as required. The role also involves pursuing diarised issues and the checking of endorsements, warranties and special conditions relating to New Business and Renewal documents before despatch. Some of the work may be supervised.
- To enable the smooth operation and continued development of the renewal team.
- To ensure that the renewal team operates in line with CRK vision and priorities.
- To maximise use of team resources.
- To ensure that all business is dealt with promptly and efficiently and that Income and Conversion objectives are achieved.
- To ensure the delivery of high quality service, appropriate to customer needs.
- To professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly.
- To troubleshoot customer issues over the phone.
- To use automated information systems to analyse the customer's situation.
- To maintain a balance between company policy and customer benefit in decision making.
- To handle issues in the best interest of both the customer and company.
