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Existing Business Executive

SJL Insurance Services • Contractor • worcester, midlands, uk • 6d ago

The Role:

SJL Insurance Services is an innovative, forward-thinking insurance broker that provides a high-quality, professional service to a national and international portfolio of clients.

As an Existing Business Executive, you will manage a panel of business, including MTA’s and Renewals within the Property sector,

Managing renewals, it is essential that you do so with a view of retaining, cross selling and gaining referrals.

Working with customers, it is vitally important that you ensure an excellent level of customer service at all times, meeting the demands and needs of each, in line with our compliance framework.

It is also important, that you have the ability to identify any additional client requirements, ensuring that you provide insurance advice and solutions as a result.

Responsibilities & Duties:

To ensure all renewals are invited as per FCA guidelines (in good time), compliantly and efficiently
To develop ongoing, mutually beneficial relationships with clients, introducers and insurers
Adhere to company policies in company handbook
Embrace and use Broker Assess for CPD, ensuring you meet standards as laid out by the firm
Regular reporting to Senior Executive
Supervise or carry out data capture for renewals and enquiries promptly, ensuring fair treatment of our clients
Prepare market presentation and carry out broking exercises as instructed
Ensure that you contribute to making SJL the best possible working environment where all external and internal stakeholders are treated with respect, fairness and transparency
To always act with integrity, due care, skill and diligence, observing proper standards of market conduct

Skills Required:

Ability to prioritise and organise workloads, ensuring deadlines are adhered to
Ability to construct effective written communications, including letters, emails and reports
Ability to liaise confidently and effectively via the telephone, in writing and face to face
Knowledge and understanding of a wide range of insurance contracts including current market conditions
Knowledge and understanding of FCA rules and guidelines as well as GDPR & IDD
Knowledge and understanding of the firms IT system and use of its computer quotation engines
Willingness to continue to learn and develop

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