Invicta Insurance Services Limited is rapidly growing and we are looking for an experienced insurance broker to join our trading style, Barraclough & Partners, based in Deal, Kent. The ideal candidate will have excellent customer service skills, experience within the insurance industry dealing with personal lines insurances such as motor, home and travel insurance and be competent on computers and Microsoft Word and Excel. With experience, this role will evolve to include commercial lines insurance training and handling.
To deliver a quality service to existing and new customers, to maximise customer satisfaction, margins, renewal retention and new business conversion, and to improve business profitability and own knowledge of insurance.
Main tasks and responsibilities:
•To maximise margins and renewal retention by ensuring that the company procedures are carried out in a timely manner
•To maximise new business conversion through effective sales closure.
•To maximise cross-selling and up-selling opportunities through proactive initiatives, such as capturing customers’ renewal dates.
•To implement marketing initiatives that generate organic leads.
•To generate revenue through appropriate referrals to partners.
•To process mid-term adjustments on customer’s policies, and challenge and endeavour to save cancellation requests.
•To maintain service levels in accordance with customer expectations and the company service standards.
•To handle customer enquiries received by telephone, post, e-mail, social media and other means.
At least 1 year experience in a personal lines insurance broking role.
At least 2 years experience in a customer servicing role.
An excellent understanding of personal lines insurance procedures and products.
An ability to communicate effectively at all levels.
Knowledge of Open GI computer system.
Certificate in Insurance Qualification.
Salary: £16,500 to £18,500 per annum dependent upon experience