Key Responsibilities

• Assist in achieving Group/Division client retention targets by providing an excellent level of service.
• Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
• Undertake market exercise to establish most competitive terms available.
• Obtain renewal terms and present to client, as well as issue renewal documentation in line with contract certainty.
• Produce and issue professional summaries and reports using templates.
• Ensure premiums are collected prior to the commencement of cover and in line with procedures.
• Record all relevant information, correspondence and documentation accurately on Acturis and make effective use of the diary system.
• Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
• Actively cross-sell products from other Divisions.
• Liaise with and assist other branches and Group Resources as necessary.

Experience & Professional Qualifications

• Must have a minimum of 2 years' experience in providing specialist advice in the insurance market.
• Must be qualified to a minimum of Cert CII (or gain the qualification within 18 months of joining).

Knowledge

• Working knowledge of all the main classes of General Insurance and the CII's Code of Ethics and GDPR.
• Working knowledge of client product range, policy wordings and service standards.