Client facing role to service and handle existing and new insurance policies for clients & prospective clients. 

Policy types to be handled include (but not limited to) High Net Worth & private

home (Contents & Buildings), Pet, Holiday Home & Personal Accident.

Key Duties and Responsibilities:

• Speaking with clients, taking them through our sales process.
• Researching and providing new quotations,
• Proactively speaking with former clients and previous enquires to offer quotations at next
• renewal,
• Managing the renewal book of existing clients
• Ensuring timely renewal of polices and processing the renewal.
• Collecting payment and arranging payment where required under finance schemes.
• Running and Maintaining a well managed diary system.

Knowledge required:

The job requires a knowledge of:

• Suite of Microsoft office Products
• Understanding of the principals of insurance broking
• The Data Protection Act
• FCA Protocols
• GDPR