Job Purpose
Ashberry Recruitment are looking for an enthusiastic individual who has the desire to progress and develop a career within Insurance. The successful candidate must be able to provide a professional, prompt and efficient Insurance Broking service to Clients and Insurers. To observe the regulations issued by Financial Conduct Authority and other regulatory bodies.
Key Skills/Competencies and Qualifications

- A collaborative and innovative approach to working
- Act with integrity at all times when working with stakeholders
- Proficiency in customer care and sales
- A competent level of knowledge of the internal computer systems and procedures.
- Knowledge of both Personal and Commercial lines products
- Knowledge of relevant FCA and other regulation.
- Awareness of Insurance market principles and practice.
- Ability to assist in supervising/training other staff

Main Duties and Responsibilities
Sales, Advice and Policy Administration
For the classes of business agreed, undertake a full range of duties ensuring compliance with regulatory requirements including: -
Quotes/New business: -

- Provide quotations on all product lines ensuring suitability with customers demands and needs
- Place risks on cover and obtain/issue appropriate documentation including: -
- Statutory documents (IDD, TOBA, DRI)
- Statement of Facts (or Proposal Forms where relevant)
- NCB proof
- Cover notes
- Policy Schedules
- Certificates

Renewals: -

- Invite renewal on the best terms for the client re-broking as appropriate
- Renew/replace policies issuing appropriate documentation
- Lapse policies as appropriate

Mid-term adjustments/cancellations: -

- Process mid-term adjustments/cancellations as appropriate
- Issue revised documentation as appropriate

Payments: -

- Provide advice to clients on available payment methods
- Process payments
- Set up finance agreements as required
- Chase instalments due

Letters/memos: -

- Issue letters to clients/Insurers as appropriate
- Issue memos to Insurers enclosing/requesting documentation as appropriate

System diaries: -

- Use the diary system as necessary to ensure a clear audit trail
- Chase outstanding documentation from clients/Insurers
- Maintain cover note diary as required.

Marketing
Undertake marketing duties as required ensuring compliance with corporate and regulatory requirements including: -

- Sending marketing material to prospective clients to generate leads
- Contact previously insured clients in the hope of regaining lost business
- Cold calling
- Cross selling

Compliance, Training & Development

- Observe company procedures in the following areas to ensure the firm remains compliant with FCA and other regulations
- Conduct Risk/ Treating Customers Fairly (TCF)
- Conflicts of Interest
- Training & Competence

Financial crime including:

- Money laundering
- Bribery Act 2010
- UK financial sanctions
- Data security (including Data Protection Act)
- Produce and maintain own personal development plan with your line manager

Opportunity to gain Level 3 Insurance Practitioner Apprenticeship

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