Job Description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

First Insurance, a valued member of Brown & Brown UK, are looking to recruit an experienced Renewals Executive to join their team. The successful applicant will play a key role in supporting the growth of the Company, by proactively ensuring all renewals allocated are renewed in a correct and accurate manner. They will also be tasked with providing an excellent customer experience and specialist advice in line with Company values, and undertaking accurate administrative tasks

JOB OBJECTIVE:

The role of the renewal executive is toretainand expand the existing book of business and to advise on the mostappropriate insuranceto meet the client’s needs.

SPECIFIC DUTIES AND RESPONSIBILITIES:

• Responsible for renewing your own book of business each month (approx. 20+ clients, which are both client facing and telephone based)

• Accurately completes administrative tasks such; issue documents to the client, diary management, checking proposal documents, renewals re-broking, setting up policy records, creating client schedules, and handling insurer and client queries.

• Sell the benefits of renewal to clients

• Achieveincome targets whilst adhering to FCA compliance obligations.

• The achievement of retention targets alongside income targets.

• Provide quotes for existing clients generating new business e.g. excess layers, cross sellingadditionalpolicies

• Making contact withclients when their policy falls due for renewal, ensuring that any cover or policy changes are actioned along with the completion of a full market search to obtain the most competitive product.

• To administer the renewal from theinitialreview, through to market search, quotation, closing of sale, issuing of cover and follow up documentation requests.

• Negotiating insurance rates with clients and underwriters and to trade with insurers to maximise income potential.

• Manage incoming enquiries, for example mid-term adjustments, deal with the request or direct them to relevant departments.

• Deliver exceptional levels of customer service at all times

• General administration work: Prioritise all client communication (via phone, email and in person) to ensure the customer receivesa high levelof customer service.

• To ensure accuracy, efficiency and professionalism when dealing with internal and external clients, including both colleagues and insurers.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.