New Business Broker

Key Responsibilities

• Assist in achieving branch new business targets.
• Liaise effectively with the sales team to ensure an appropriate strategy for increasing pipeline generation and winning new clients
• Provide quotes
• Effectively manage data
• Manage marketing campaigns
• Provide timely activity reports on progress toward targets
• Understanding of specialisms and desired areas of growth
• Prioritise and handle all work promptly and accurately.
• Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards and procedure guide.
• Record all relevant information, correspondence and documentation on Acturis or other broking system and make effective use of the diary system.
• Produce accurate and professional documentation at all times using relevant templates.
• Actively cross-sell products from other Divisions.
• Refer all queries that fall outside own experience, knowledge and authority to senior staff.
• Liaise with and assist other departments as necessary.
• Longer term, assist sales team in quoting and converting insurance products
  

  Skill Required

  • Excellent level of technical insurance skills, to be assessed by regularly.
  • Ability to process work quickly and efficiently.
  • Ability to prioritise work and meet deadlines.
  • Excellent client service skills.
  • Excellent level of negotiation and broking skills.
  • Excellent oral and written communication skills.
  • Ability to gather and analyse information from the client and insurers.
  • Ability to identify and respond appropriately to an individual client's level of understanding.
  • Persuade and influence others.
  • Ability to build rapport.