The Role

• To produce new business income, maximise and manage prospects from the company database in accordance with Company Procedures and Regulatory Requirements.

Main Tasks

• To generate enquiries by making outbound telephone calls.
• Respond to enquiries from clients, brokers and underwriters received by phone and e-mail in a courteous and helpful manner and ensure that all information required by clients or underwriters is obtained and communicated.
• To complete the key task of "fact finding" to identify clients requirements and to provide a quotation to fulfil their Demands and Needs.
• To maintain an accurate record of the assessment of the clients' awareness of risk and insurance as well as their circumstances and objectives.
• By using the information gathered, determine which Insurers will provide the most best option for the covers required.
• To obtain quotations, using delegated authority arrangements or by referring to our in-house Underwriter and to communicate quotations, advising the most appropriate in terms of price and cover to meet the applicant's needs.
• If the quote is accepted verbally, to issue written confirmation, providing full details of cover and enclosing the "Terms of Business" document.
• Other duties and responsibilities may be required as directed.

Key Performance Indicators

• Achieve new business in accordance with budgeted income.
• Manage the client/prospect database to generate sufficient leads.