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Embark on your insurance career with Optis Insurance. Full training will be provided, and the successful candidate will be supported in their professional development with Insurance Institute membership and sponsorship for relevant professional qualifications to support them on their journey to a successful career in the insurance industry. This role offers a competitive salary and benefits package with excellent opportunities for growth and development. The successful candidate will be responsible for supporting a team of commercial insurance Account Handlers in managing an existing book of business for a portfolio of retail brokers.
Job Responsibility:
Close co-operation with Account Handlers, Account Executives and Underwriters to deliver a best-in-class client experience
Assisting Account Handlers with processing new business placements, mid-term adjustments and renewals for commercial insurance policies
Supporting Account Handlers with preparation of relevant policy documentation, ensuring accurate and timely provision to clients
Building relationships with brokers to deliver excellent levels of service
Achieving and exceeding individual QA (Quality Assurance) and compliance targets
Accurate entry of policy and financial data into internal software platforms
Ad hoc administrative duties and support to Account Handlers for the maintenance of client files
Ensuring compliance with group and regulatory requirements and protocols
Requirements:
Excellent organisational skills and attention to detail
Excellent prioritization skills, with ability to multi-task and work in a fast-paced environment
IT proficiency, particularly in Microsoft Office, with ability to learn new software platforms quickly
Excellent communication and interpersonal skills
Professional and confident email and telephone manner
Self-motivated, hard-working individual with ability to work under own initiative and as part of a team
Ability to work under pressure with flexibility where required in support of team objectives and projects
Ambitious individual who is energetic in their approach to their work
Nice to have:
APA/CIP qualification held or working towards
Previous experience in insurance or financial services industry a distinct advantage
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