Job Summary:

• Building relationships with new introducers across several construction and finance-related professions.
• Effectively generate and deal with e-mail and telephone inquiries from potential customers.
• Involve a mixture of speaking to ‘warm leads’ and ‘cold leads’.
• Actively getting in contact with interested partners, account managing and building a client base.
• Offering financial products and services to other finance professionals and introducers.
• Work alongside part of the management team who focuses their efforts on complex insurance queries.
• Providing a proactive high level of technical and broking support to clients
• Dealing with a range of premiums from Mid Corporate onwards and cover all classes of commercial business
• Work on a one-to-one basis with a Senior Account Executive who is part of the Management team
• Deliver the best practices, market-leading service and solutions

Skills on Resume: 

• Relationship Building (Soft Skills)
• Client Communication (Soft Skills)
• Lead Management (Soft Skills)
• Sales and Product Knowledge (Hard Skills)
• Technical Support (Hard Skills)
• Commercial Insurance Expertise (Hard Skills)
• Collaboration and Teamwork (Soft Skills)
• Proactive Service Delivery (Soft Skills)

Job Summary:

• Maintain accurate records to ensure compliance
• Responsible for achieving sales targets and maintaining/growing referral relationships.
• Business development to internal and external leads for new business opportunities.
• Ensure all leads are acted upon in a prompt and professional manner
• Identify lending opportunities when discussing financial information to ascertain the most appropriate tailored package for the customer.
• Participate in regular training and development for industry updates and compliance needs.
• Collate information from customers maintaining privacy and confidentiality.
• Accurately lodging the paperwork into the relevant software portal.
• Contributing to the development of new and improved processes.
• Reporting on opportunities and sales targets.

Skills on Resume: 

• Record Keeping and Compliance (Hard Skills)
• Sales and Relationship Management (Soft Skills)
• Business Development (Soft Skills)
• Customer Service and Lead Management (Soft Skills)
• Financial Analysis and Lending Solutions (Hard Skills)
• Training and Industry Knowledge (Hard Skills)
• Confidentiality and Information Handling (Hard Skills)
• Process Improvement and Reporting (Hard Skills)

Job Summary:

• Dealing with a mix of Commercial clients - Shops, Offices, Property Owners business
• Preparation of new business quotations and market submissions.
• Building relationships and working with others is a key requirement of the role as there will be a need to link in closely with the Broking team.
• Producing client reports, cover summaries, checking policies, and responding to daily insurance queries and questions from clients will be the main features of the handler's day.
• Dealing with Mid-market premium levels from GBP25,000 - GBP100,000
• Provide clients with expert advice and tailored insurance policies that suit their individual circumstances and preferences. 
• Work with leading insurance providers which allows us to find the right policy for clients and their situations. 
• Manage a portfolio of business, where the key focus will be on both the retention and growth of the client base.
• Responsible for servicing client accounts with a particular focus on the renewal process.
• Liaise with client decision-makers as well as the insurer market to negotiate favorable terms for all concerned to secure client retention.
• Prepare presentations for insurers and clients as well as relevant paperwork, reports, documents, etc.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Insurance Quotations and Market Submissions (Hard Skills)
• Collaboration and Teamwork (Soft Skills)
• Client Reporting and Documentation (Hard Skills)
• Mid-Market Premium Management (Hard Skills)
• Tailored Insurance Solutions (Hard Skills)
• Portfolio Management and Growth (Hard Skills)
• Negotiation and Presentation Skills (Soft Skills)

Job Summary:

• Working through the Sales Process to Close Client Engagements and Transactions
• Ongoing Daily Prospect Communications via Phone, Email, and other means
• Property/Ownership Research, Market Data and Industry Trends
• Presenting Market & Property Proposals to Prospective Clients
• Advising Clients on Their Commercial Real Estate Strategies
• Working with the support team to prepare Listing Agreements, Leases, Sale Contracts, etc.
• Attending Networking and Industry Events
• Work as part of SME Broking team
• Working closely with newly created ‘Insurance Solutions’ team
• Acquire new clients and new business
• Help deliver the business development strategy for the company
• Ensure that system and procedures are followed at all times in accordance with the procedures manual
• Provide regular reports and updates on development to the Directors
• Working with and developing the sales team

Skills on Resume: 

• Sales Process Management (Hard Skills)
• Client Communication (Soft Skills)
• Market Research and Analysis (Hard Skills)
• Proposal Presentation (Hard Skills)
• Commercial Real Estate Advisory (Hard Skills)
• Contract Preparation and Negotiation (Hard Skills)
• Networking and Relationship Building (Soft Skills)
• Business Development Strategy (Hard Skills)