Existing Business Executive

We Are Workforce Ltd; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established insurance broker is seeking an Existing Business Executive in Worcester. The role involves managing renewals and maintaining excellent customer service. Candidates should demonstrate strong communication skills and knowledge of insurance contracts. This position offers a professional working environment within a supportive team.

Qualifications

• Strong ability to prioritise work and meet deadlines.
• Excellent written communication skills for emails and reports.
• Confident communication skills for face-to-face and phone interactions.

Responsibilities

• Manage renewals compliantly and efficiently.
• Develop relationships with clients and insurers.
• Supervise data capture for renewals.

Skills

Ability to prioritise and organise workloads

Effective written communications

Liaising confidently and effectively

Knowledge of insurance contracts

Understanding of FCA rules and guidelines

Understanding of company's IT system

Willingness to learn and develop

Job description

Overview

Role: Existing Business Executive (Property)

Location: Worcester

Working Hours: Monday – Friday, 9am-5pm or 9:30am-5:30pm

Department: Existing Business

Reporting To: Existing Business Team Leader

Role

SJL Insurance Services is an innovative, forward-thinking insurance broker that provides a high-quality, professional service to a national and international portfolio of clients.

As an Existing Business Executive, you will manage a panel of business, including MTA’s and Renewals, to which cases are split between property, commercial and direct/wholesale.

Managing renewals, it is essential that you do so with a view of retaining, cross selling and gaining referrals.

Working with customers, it is vitally important that you ensure an excellent level of customer service at all times, meeting the demands and needs of each, in line with our compliance framework.

It is also important, that you have the ability to identify any additional client requirements, ensuring that you provide insurance advice and solutions as a result.

Responsibilities & Duties

• To ensure all renewals are invited as per FCA guidelines (in good time), compliantly and efficiently
• To develop ongoing, mutually beneficial relationships with clients, introducers and insurers
• Adhere to company policies in company handbook
• Embrace and use Broker Assess for CPD, ensuring you meet standards as laid out by the firm
• Regular reporting to Senior Executive
• Supervise or carry out data capture for renewals and enquiries promptly, ensuring fair treatment of our clients
• Prepare market presentation and carry out broking exercises as instructed
• Ensure that you contribute to making SJL the best possible working environment where all external and internal stakeholders are treated with respect, fairness and transparency
• To always act with integrity, due care, skill and diligence, observing proper standards of market conduct

Skills Required

• Ability to prioritise and organise workloads, ensuring deadlines are adhered to
• Ability to construct effective written communications, including letters, emails and reports
• Ability to liaise confidently and effectively via the telephone, in writing and face to face
• Knowledge and understanding of a wide range of insurance contracts including current market conditions
• Knowledge and understanding of FCA rules and guidelines as well as GDPR & IDD
• Knowledge and understanding of the firms IT system and use of its computer quotation engines
• Willingness to continue to learn and develop