Job Description

• To put together risk presentations and/or fact finds to forward to Insurers and to negotiate insurance premiums and cover in line with clients requirements

• Review insurer placements to ensure that best advice is offered at all times and that it meets the clients demands and needs

• Maintain and increase income from existing client portfolio

• Proactive development of new business streams from referrals, recommendations and cross selling

• Develop a proactive inter branch relationship with commercial/corporate colleagues to establish a referral network

• Maintain productive relationship with Client Manager to ensure consistent and efficient service to clients and deliver set service level agreements

• Develop strong relationships with our Insurers

• To operate in accordance with FCA and company agreed process

• Handle claims with Insurers and support our clients through the process

• Work towards and achieve monthly and annual budget targets

Required Knowledge, Skills, and Abilities