Insurance Broker - Commercial Motor & Personal Lines / Motor Insurance

Insurance Broker - Commercial Motor & Personal Lines / Motor Insurance

Job Market: Insurance

Insurance Broker - Commercial & Personal Lines Insurance - About the role

You will provide quotations for New Business and be a referral point for the Trainees. The role requires dealing with clients over the phone and via e-mail to ensure sales and retention targets are maximised, through the provision of efficient communication & negotiation skills.

Insurance Broker - Commercial & Personal Lines Insurance - Key duties

Calculate premiums according to insurance carrier guidelines.

Provide excellent customer service and efficiently generate new business in a target-driven environment.

Manage leads and schedule follow-up calls using CRM software to meet sales targets.

Maintain accurate records of customer interactions.

Attend client meetings as needed.

Answer and handle phone calls promptly and efficiently.

Understand and follow processes to offer suitable product quotations.

Ensure product information is clear and allows informed customer decisions.

Validate client for submission to underwriters.

Contribute to team goals by identifying gaps and upselling.

Insurance Broker - Key requirements

Experience in a broking or underwriting environment.

Cert CII qualification is a plus.

Strong communicator, able to explain complex insurance terms clearly to clients and insurers.

In-depth understanding of the UK insurance market, including trends, risks, and regulations.

Skilled at assessing diverse client needs, industry risks, and business goals.

Highly organized, with the ability to prioritize and complete tasks efficiently.

Positive, enthusiastic, and motivating in your approach to work.