Senior Broker (Sales)
The role is within the Underwriting Department and the purpose of the role is to provide quotations for New Business and to assist the Branch and be a referral point for the Trainees. The role requires dealing with clients in the branch, over the phone and via e-mail to ensure sales targets are maximised, through the provision of efficient communication & negotiation skills.
We are looking for a candidate who has good judgement, is analytical, pays great attention to detail, is flexible, initiative-taking, driven & who delivers excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.
we are looking for someone with 3 years minimum experience working within a broking or underwriting environment.
Key Responsibilities
Working in accordance with procedures, standards & guidelines set:
- Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
- Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client’s demands and needs.
- Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
- Calculate New Business premiums in accordance with the specific carrier’s risk appetite and guidelines or consult with insurers for all non-delegated authority business.
- Ensure that telephone calls are answered & dealt with promptly & efficiently.
- Maintain thorough and accurate records of all customer interactions.
- Handle complaints in line with the current process
- Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
- Required to be a referral point within the Branch for Trainees.
- Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.
Job Type: Full-time
Salary: From £27,000.00 per year
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Birmingham
Reference ID: JHCGKL
