- To prepare renewal schedules and contact client prior to renewal within compliance manual timescales
- Answer incoming new business enquiries and prepare new business quotations.
- Negotiate alternative quotes - prior to renewal dates - where appropriate
- Deal with all documentation, invoices, credit notes, etc. ensuring a smooth and trouble-free renewal for the client
- Develop business opportunities including identification of opportunities for cross-referrals.
- Act in-line with client requests and delivers beyond expectations.
- Comply with file management, compliance procedures and FCA guidelines.
- Foster good relations with insurance companies
- Ensure that the delegated authority under agency agreements is not exceeded
- Operate an effective credit control system and report as required.
- An understanding of the farming, rural or countryside.
- Good confident customer skills - both written & oral
- Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
- Good organisational ability
- Well-presented, hardworking, pro-active team player who displays ability to utilize their own initiative
- Knowledge of Word/Excel
- Agricultural, Farming, Equine, Livestock experience
- Insurance knowledge
- Full time, permanent position
- Money purchase pension scheme, 5% employer contribution rising to 10% after 5 years
- Life Assurance cover
- 25 days holiday plus bank holidays
- 35 hours/week, 9.00 to 5.00
- Possible Entitlement to Discretionary Staff Bonus
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Trainee Insurance Handler - Northampton, United Kingdom - Stride Resource Management Ltd
Description
Trainee Insurance Handler
Northampton
Salary up to £30,000
Hybrid working
Free Parking
About the role
Our Client is looking for Candidates who are looking to explore a role within Insurance and combining their interest in the rural community. You do not have to have any Insurance experience, but it is essential that you have experience of the Countryside/Rural life. This may mean you know about Agriculture, Equine, Country Estates, Shooting, Agricultural Machinery, Farming or Livestock. Full training will be given.
Key Responsibilities
Essential Attributes
Advantageous Attributes
Benefits
Salary negotiable dependent on experience, plus: