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New Business Advisor
7 days ago
We are looking for a New Business Advisor who will seek and secure new accounts and generate new business andprovide a quality service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium.
What you will do:
Carry out the arrangement of insurance for clients.
Deal with telephone enquiries promptly referring the query to the appropriate person when the enquiry falls outside own knowledge and experience.
Gather intelligence for the purpose of obtaining new clients. To research such clients and approach them. To follow up the approach and investigate their existing cover. Prepare and present a report, which will satisfy their insurance needs. To advise other members of staff of such information obtained as could be of potential use.
Attach correct policy wordings to certificates including any other wording (exclusions, conditions, warranties, etc).
Liaise with Claims Handlers when appropriate.
Deal with any telephone enquiries for new business, exercising own judgement, based upon knowledge and experience, as to when to refer to senior colleagues
Knowledge Required
Previous insurance experience preferred but not essential.
Skills Required
Ability to prioritise and organise own workload to ensure that deadlines are adhered.
Ability to liaise with colleagues when appropriate.
Ability to develop and sustain relationships with both internal and external customers.
Confident and effective telephone skills.
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