Insurance Broker - Edinburgh, United Kingdom - HDEC LTD
Description
Purpose
-
Key Responsibilities_
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Working in accordance with procedures, standards & guidelines set:
- Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for Existing Business and Renewals.
- Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client's demands and needs.
- Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
- Calculate Renewal premiums in accordance with the specific carrier's risk appetite and guidelines or liaise with insurers for all nondelegated authority business.
- Understand the processes and procedures required to answer a customer's query in relation to a Mid-Term Adjustment.
- Ensure that telephone calls are answered & dealt with promptly & efficiently.
- Maintain thorough and accurate records of all customer interactions.
- Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers. Product & Technical Knowledge
- Required to understand technical knowledge of the product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings
Skills and Competencies_
- Excellent communication skills: written and oral
- Ability to work alone and as part of a team
- Positive cando attitude
- Strong team ethic
- Manage time effectively; ability to work under pressure
- Good personal organisation skills
- Good timekeeping and presentation of self and work
- Strong negotiation and people skills
- Articulate & Numerate
- Works with a high degree of accuracy in all tasks
- Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA), Guernsey Financial Services Commission (GFSC) and Jersey Financial Services Commission (JFSC) Experience
- Competent in word, excel, outlook and internet
Must have 2 years minimum experience working within a broking or underwriting environment_
Educated to GCSE level an advantage
Cert CII qualification an advantage
Job Types:
Full-time, Permanent
Schedule:
- Day shift
- Monday to Friday
Ability to commute/relocate:
- Edinburgh: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Do you have a Cert CII qualification?
- Can you drive?
Experience:
- Broking or Underwriting: 3 years (required)
Work Location:
In person
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