Skills Required
• Be able to liaise withcolleges and work supportively and jointly when appropriate
• Be able to develop and sustain relationships with both internal and external customers and contacts
• Be able to construct effective written communications, including letters and reports to meet business needs.
• Demonstrate confident and effective telephone skills.
• Use good interpersonal skills, including questioning and listening.
• Use judgement and experience of insurance matters to know when to seek help and advice
from a supervisoror other senior college
• Be able to prioritise and organise own workload
• Be able to work under pressure and to deadlines when required
Duties & Responsibilities
• Respond promptly to client queries and ensure that a l lcommunications with customers and/or insurers, or other relevant business contacts are accurately recorded, in accordance with FCA requirements.
• Review proposals and make recommendations for insurance based on information gathered from the customer.
• Manage own files in accordance with FCA requirements
• Deal with telephone & internet enguiries promptly referring the auery to the appropriate person
• Monitor and implement procedures and performance to ensure effective runnina of the department
• Liase jointly with the team and management on a regular basis to discuss performance/ issues or any other business. Feedback Insurer information, as and when required, to help maximise earning potential and placement.
• Undertake general administration.
• Issue renewal invitations
