Clear Insurance Management Hiring for Handler, Schemes & Affinities at London Full Time

Overall Objectives

The Duties of the Role

• to achieve any personal or team business production targets set and agreed with your Manager
• identify and pursue opportunities to cross-sell appropriate products and services to existing clients
• cultivate recommendations and referrals from existing clients
• correctly assess clients’ and prospective clients’ demands and needs and recommend appropriate products wherever possible
• administer the insurance portfolios of allocated clients in a timely, professional and cost-effective manner
• provide administrative support to Managers, Directors and other members of the team
• assist with the daily running of the branch office as requested.
• comply with regulatory requirements, industry codes of practice and the Company’s own procedures and rules
• ensure that any clients with whom you deal are treated fairly at all times and be aware of and manage any potential conflict of interest
• immediately report any significant failures to comply with regulatory requirements to the Board of Directors.
• immediately refer any complaints from customers or insurers to a Director.
• maintain effective credit control in respect of your allocated clients and ensure that receipts for monies are promptly banked and accurately recorded and insurer accounts are regularly reconciled and paid within the terms of credit.
• undergo training in line with agreed objectives, keep up to date with technical, legal and market developments and participate fully with T&C procedures
• maintain and develop personal knowledge and skills through Continuing Professional Development (CPD)
• accept business on behalf of insurers in accordance with the terms of the underwriting authority granted to you
• immediately advise your Manager of any problem, issue or request which falls outside your authority, level of experience or knowledge, or which could in any way detract from your ability to achieve your work objectives

The Ideal Candidate

The candidate will have experience in liaising with clients and insurers, often in conditions where urgent action is required. Have a minimum of 2 year’s Commercial schemes experience.

The ideal candidate should have the following skills:

General

• Efficiency – able to produce significant output with minimal wasted effort.
• Honesty/integrity – does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is politically expedient. Speaks plainly and truthfully.
• Organization and planning – Plans, organizes, schedules, and budgets in an efficient, productive manner. Focuses on key priorities.
• Follow-through on commitments – lives up to verbal and written agreements, regardless of personal cost.
• Intelligence – learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new in-formation.
• Analytical skills – able to structure and process qualitative or quantitative data and draw insightful conclusions from it. Exhibits a probing mind and achieves penetrating insights.
• Attention to detail – does not let important details slip through the cracks or derail a project.
• Persistence – demonstrates tenacity and willingness to go the distance to get something done.
• Proactivity – acts without being told what to do. Brings new ideas to the company
• Flexibility/adaptability – adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
• Calm under pressure – maintains stable performance when under heavy pressure or stress.
• Enthusiasm – exhibits passion and excitement over work. Has a can-do attitude.
• Work ethic – possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
• High standards – expects personal performance and team performance to be nothing short of the best.
• Listening skills – lets others speak and seeks to understand their viewpoints.
• Openness to criticism and ideas – often solicits feedback and reacts calmly to criticism or negative feedback.
• Communication – speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including e-mail.
• Teamwork – reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.

Main knowledge/understanding required:

• Intermediate: the main classes of personal lines insurance (motor and household) and commercial insurance transacted by the Department; insurance market practice; principles of insurance; the main methods controlling/reducing insurance risk; the company’s procedures and rules and, to the extent it relates to the job, regulation and compliance.
• Basic: other types of business insurance and personal lines insurance; specific law (insurance and otherwise); claims handling; health and safety. Internet; Microsoft Word; Outlook and Excel.