Insurance Broker - Exeter, United Kingdom - Winfields Insurance Brokers

Description

As an insurance broker, you will be responsible for selling insurance plans to new customers, up-selling plans to existing customers, and cultivating lasting relationships.

To ensure success as an insurance broker, you should have extensive knowledge of available insurance products, a passion for sales, and excellent interpersonal skills.

A top-notch insurance broker creates lasting and trusting relationships with clients by finding them the best product for their needs.

• Creating marketing initiatives to attract new clients.
• Meeting with potential clients to discuss their insurance needs.
• Researching all the available policy options for the client.
• Negotiating with underwriters to get the best policy at the best price.
• Presenting policy details to the client and signing the policy agreement.
• Collecting premiums.
• Processing client accounts.
• Advising clients on risk management initiatives.
• Advising clients on when and how to make a claim on their policy.
• Preparing reports for underwriters.
• Updating existing policies.
• Maintaining client relationships.

• Bachelor's degree in accounting, finance or business management.
• Proven work experience as an insurance broker.
• A passion for sales.
• Indepth knowledge of insurance products.
• Good communication and interpersonal skills.
• Basic knowledge of office and accounting software.
• Highlevel negotiating skills.
• Attention to detail.
• Advanced mathematical skills.

• Free parking

• Monday to Friday

• Exeter, EX2 8PW: reliably commute or plan to relocate before starting work (preferred)

• Certificate in Insurance (preferred)