- Achieve individual objectives and key performance indicators as set and agreed
- Provide professional support and advice to clients ensuring high levels of service and client satisfaction
- Answer client queries, deal with renewals and mid term adjustments in a professional and timely manner
- Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly
- Ensure all policy administration is dealt with in a professional and timely manner
- Focus on timely collection of client money in accordance company procedures
- Adhere to all Company, regulatory and compliance guideline requirements
- Be professional when representing the Company at external events such as conferences and client visits (if required)
- Maintain and develop own technical competence
- Support colleagues from all areas of the business as required
- To assist in the maintenance, monitoring and delivery of the core KPIs, processes and functions directly linked to team success
- Coach & develop team members
- Assist in quality assessment, monitoring and sign off of team members
- Handle a variety of more complex insurance broking work and technical referrals
- Assist in or conduct on site client meetings when required
- Be proactive & analytical in day to day role and when liaising with the management team
- Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Ability to provide holistic advice based reviews and recommendations to clients
- Tenacious and motivated towards meeting and exceeding sales targets
- Ability to work in a regulated, compliant and client focused environment
- Organised, resourceful, deadline driven and supportive of the wider team
- Quality orientated with great attention to detail
- IT Literate
- Chartered Insurance Institute Certificate in Insurance (hold or willing to work towards)
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Computer Systems Officer
3 days ago
HR Spectrum Swansea, United KingdomHR Systems Officer · £29,600 · This hybrid working role is full time and can also be part time. It can also be based either in Swansea or Carmarthen. With an enviable reputation and a culture where people really do count, our client is a sought after employer and their continuing ...
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HR Business Partner
1 week ago
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Quality & Safety Support Officer
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Qualified Occupational Health Nurse Advisor
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Ifa Administrator
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Health Records Clerk
1 day ago
Swansea Bay University Health Board Swansea, United KingdomThis is a fixed term post for 12 months due to funding. · If you are a Swansea Bay University Health Board employee this post will only be offered on a secondment basis and you will need to have gained your line managers approval for the secondment prior to going to interview. · ...
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Health Records Clerk
1 week ago
Swansea Bay University Health Board Swansea, United KingdomThis is a fixed term post for 12 month contract due to funding. · If you are a Swansea Bay University Health Board employee this post will only be offered on a secondment basis and you will need to have gained your line managers approval for the secondment prior to going to inter ...
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Financial Planner
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Team Lead
1 week ago
Swansea Bay University Health Board Swansea, United KingdomDo you want to be part of an innovative new project working within Mental Health Rehabilitation? · An exciting opportunity has arisen for the development of a new service working across both Acute Adult Mental Health, and Rehabilitation & Recovery to support patient experience, e ...
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Financial Planner
1 day ago
Reed Insurance Swansea, United KingdomReed Financial Services are proud to be representing a leading Financial Planning Specialist in Wales working with high net worth individuals. · This is an excellent opportunity for an experienced financial planner to join a well-established award-winning firm looking for someone ...
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Usher
4 days ago
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Manager's Assistant
3 days ago
Hengoed Care Swansea, United Kingdom**Job summary**: · As an organisation we believe that this role a front-line leadership role within a residential setting. This job role is part of a floor-based management responsibility, mainly on one floor for residents with cognitive impairment. The role includes all aspects ...
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Evaluation Senior Quality Assessor
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Gardener and Grounds Staff
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HR Officer
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Temporary Tps Van Sales Driver
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Senior Carer/team Leader Night Shifts
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Night Senior Carer
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Carpenter/joiner
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Hmp Swansea Administrator
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Ministry of Justice Swansea, United Kingdom**HMP Swansea Administrator ** · **£24,067 - £25,342** · **Swansea**: · **Overview of the job** · This is an administrative job in an establishment · **Summary** · The jobholder will provide administrative support within the People Hub, ensuring that staff are supported through t ...
Personal Lines Adviser - Swansea, United Kingdom - Lloyd & Whyte
Description
Responsibilities
Responsibilities Specific to Senior Adviser
Skills & Behaviours
Qualifications