CIP Insurance Sales Executive
Responsibilities
Sales & Activity Management:
* Flexibility to work across all Personal Lines departments securing renewals, processing amendments, cross selling and up selling across all product lines.
* Good negotiation and sales skills
* Manage renewals, client retention in line with targets and compliance
* Ensuring all aspects of Mid-Term Alterations, Renewals, Accounts entry, claims liaison, correspondence are completed
* Ensuring all files are up to date on Relay
Customer Relationship Management:
* Manage clients across depts. handling renewals, MTA's and queries in relation to Personal Lines products
* Take personal responsibility for delivering the highest level of accuracy and quality in your work
* Deal with all requests internal / external in a timely and efficient manner
* Team Collaboration:
* Build great relationships across all teams within the company working collaboratively to deliver on team targets and objectives Compliance
* Ensuring all compliance standards are met during all processes
Requirements:
* Certificate in Insurance Product Advice (APA) Required
* CIP preferred
* Experience working in a fast-paced environment
* Knowledge of Relay an advantage
Person Specification:
* Possess a can-do attitude and be open to rapid and evolving changes as our digital journey progresses.
* The ability to prioritize workloads and adapt to unforeseen events
* A good degree of personal organization and a structured approach to time and resource management
* Commitment to their own professional development
* Working always with the customer first approach in line with our Culture
Our reference: MI291
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