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- Tasks: Manage business renewals and provide top-notch customer service in the insurance sector.
- Company: Join SJL Insurance Services, a forward-thinking insurance broker with a national and international reach.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth and development.
- Other info: Dynamic team culture focused on respect, fairness, and transparency.
- Why this job: Make a real impact by helping clients navigate their insurance needs while building lasting relationships.
- Qualifications: Strong communication skills and a willingness to learn about insurance contracts and regulations.
The predicted salary is between 30000 - 40000 £ per year.
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
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
Existing Business Executive - Worcester employer: We Are Workforce Ltd
Contact Detail:
We Are Workforce Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Existing Business Executive - Worcester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Existing Business Executive role.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who can help you land a job. Prepare a short, snappy introduction about yourself and what you're looking for. Make it memorable so they think of you when opportunities arise.
✨Tip Number 3
Follow up after interviews! If you've had a chat with someone at SJL Insurance Services, drop them a quick thank-you email. It shows you're keen and keeps you on their radar. Plus, it’s a great way to reiterate your interest in the role.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from our site. It shows initiative and makes it easier for us to track your application. So, don’t hesitate – get your application in and let’s get the ball rolling!
We think you need these skills to ace Existing Business Executive - Worcester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Existing Business Executive role. Highlight your experience in managing renewals and client relationships, as well as any relevant insurance knowledge. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for SJL Insurance Services. Mention specific skills that align with the job description, like your ability to provide excellent customer service and your understanding of FCA guidelines.
Showcase Your Communication Skills: Since effective written communication is key for this role, make sure your application is clear and professional. Use proper grammar and structure, and don’t forget to proofread! We appreciate attention to detail.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at We Are Workforce Ltd
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of insurance contracts and current market conditions. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Customer Service Skills
Prepare examples of how you've provided excellent customer service in the past. Think about specific situations where you retained clients or gained referrals, as this is crucial for the Existing Business Executive role.
✨Understand FCA Guidelines
Familiarise yourself with FCA rules and guidelines, as well as GDPR & IDD. Being able to demonstrate your understanding of compliance during the interview will highlight your professionalism and attention to detail.
✨Practice Effective Communication
Since you'll be liaising with clients and colleagues, practice your written and verbal communication skills. Prepare to discuss how you would handle various scenarios, ensuring you convey your ability to communicate clearly and effectively.