Job Summary: 

• Support Agents in respect of Agency sales, growth, and retention targets and also Agency customer service standards
• Deal with insurance-related issues for customer groups to meet their financial needs
• Review and advise upon customer general insurance requirements on the phone and face-to-face
• Identify and initiate cross-selling opportunities and activities to new and existing customers
• Make outbound calls to prospect new customers and meet personal sales targets
• Build strong customer relationships
• Acquire and maintain knowledge of companies' General Insurance products and product licences
• Develop and sustain effective working relationships with customers, all members of the Agency and staff
• Deal with insurance claims within authority, for all customers, in accordance with the Agent’s Claims Guide
• Process and dispatch renewal documentation to Agency standards
• Administer all networking instructions to meet Agency completion standards
• Implement customer money collection and processing procedures to maintain Agency credit control
• Comply with all applicable sections of the company's Insurance Compliance Manual for the Agency Network, the Agent’s Claims Guide, the Agency Guide and local Agency procedures
• Produce correspondence to required timeframes and quality standards

Skills on Resume: 

• Customer Support (Soft Skills)
• Insurance Knowledge (Hard Skills)
• Sales Targeting (Hard Skills)
• Cross-Selling (Hard Skills)
• Relationship Building (Soft Skills)
• Claims Handling (Hard Skills)
• Compliance Adherence (Hard Skills)
• Communication (Soft Skills)

Job Summary: 

• Being a great partner and retention of existing small business clients, handling their insurance/risk needs
• Ensuring all client needs are identified and met by taking a proactive approach to all aspects of service delivery and account retention
• Building strong rapport with each contact through listening to their needs and wants, and cross-selling appropriate policies
• Providing suitable education on Aon’s products and services applicable
• Negotiating with Insurers and clients on risks outside of underwriting guidelines
• Understanding client financials and responsible for Credit control of all their client invoicing, i.e., debt management, payment enquiries and settlements
• Understanding and following regulated processes and systems
• Providing excellent customer service to small to medium-sized businesses
• Working in a small, dedicated team to meet a variety of team-based and personal targets
• Advising customers on the products available to them
• Completing successful sales and forming strong customer relationships

Skills on Resume: 

• Client Retention (Soft Skills)
• Service Delivery (Soft Skills)
• Needs Analysis (Hard Skills)
• Policy Cross-Sell (Hard Skills)
• Risk Negotiation (Hard Skills)
• Credit Control (Hard Skills)
• Regulation Compliance (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Takes phone calls to obtain information necessary to accurately assess and quote insurance
• Follow up on referrals and make phone calls necessary to obtain information
• Obtains relevant information based on the prospect's needs
• Input data into the agency quoting software program to obtain a variety of price quotes
• Evaluates quote results to determine the best product recommendations to service the prospect’s needs
• Advise and consult with the prospect about available products and services, pricing, coverage, and suitability for the prospect’s needs
• Walks the prospect through the completion of an insurance application and obtains supporting documents to bind insurance
• Maintain knowledge on all complex policies and coverage details and assist customers to complete all applications, forms and documents
• Monitor all policies and assist in making all changes to ensure the achievement of all sales objectives
• Determine the customer’s particular needs and offer the best-suited policy for them
• Provide information to customers about various insurance plan options
• Positively provide the right advice and guidance in a clear and concise manner

Skills on Resume: 

• Information Gathering (Hard Skills)
• Data Entry (Hard Skills)
• Quote Evaluation (Hard Skills)
• Product Advising (Soft Skills)
• Application Support (Hard Skills)
• Policy Monitoring (Hard Skills)
• Needs Assessment (Soft Skills)
• Customer Guidance (Soft Skills)

Job Summary: 

• Sell and administer products appropriate for the client's needs
• Respond quickly and effectively to client requests
• Exceed client expectations in the delivery of their services
• Ensure that the requirements of the clients are always met, and look for opportunities to exceed expectations
• Professional in relationships with clients, ensuring a friendly, quality and effective service to them
• Create analyses and implementation concepts
• Create implementation concepts and user stories
• Work with the Client BA team to create documentation for the requirement backlogs
• Transfer of the technical requirements using suitable tools
• Formulate acceptance criteria for user stories
• Create test case specifications and functional E2E tests
• Define the requirements for services and control of the interfaces to the backend and to service providers, if these interfaces are provided by the contractor

Skills on Resume: 

• Client Service (Soft Skills)
• Expectation Management (Soft Skills)
• Implementation Planning (Hard Skills)
• Requirement Analysis (Hard Skills)
• User Storywriting (Hard Skills)
• Tool Proficiency (Hard Skills)
• Testing Knowledge (Hard Skills)
• Interface Control (Hard Skills)

Job Summary: 

• Responding to warm leads with a view to turning them into a sale
• Responding to customers via online enquiries, calls and walk-ins to the branch
• Selling of additional and optional products to existing customers
• Working towards and meeting the targets set
• Providing quotes to customers, managing customer cancellations, and renewals promptly
• Comply with legal, regulatory, and industry codes of practice
• Collection of any outstanding premiums as a result of a sale
• Managing and maintaining the existing book of Home and Contents, ensuring a high level of retention
• Preparation of quotes to new and existing clients, processing of renewals, endorsements and preparation of policy documentation
• Overcome customer objections and convert quotes in relation to personal lines, home and contents and landlords
• Maintain an excellent level of customer service by providing a prompt response to clients
• Liaise with referral partners to provide insurance product information and assistance with online systems
• Complete internal databases, spreadsheets (Excel) and reporting functions for management

Skills on Resume: 

• Lead Conversion (Hard Skills)
• Target Achievement (Hard Skills)
• Quote Management (Hard Skills)
• Customer Retention (Soft Skills)
• Objection Handling (Soft Skills)
• Policy Processing (Hard Skills)
• Compliance Knowledge (Hard Skills)
• Partner Liaison (Soft Skills)

Job Summary: 

• Develop positive, trusting and friendly relationships with clients to make them choose their insurance
• Take the appropriate time to understand the client's needs
• Responding quickly and effectively to requests
• Providing correct advice and arranging cover
• Striving to deliver an exceptional level of customer care
• Constructively identifying other insurance requirements to better serve the client
• Actively contribute to consultancy projects in the Insurance sector
• Manage junior team members on specific parts of these projects
• Engage with existing and new clients to support growth ambitions 
• Assist in developing solutions that address business problems, needs and opportunities in the Insurance sector, in a manner consistent with DXC’s strategic and business goals
• Collaborate with both internal/external experts to anticipate customer needs
• Facilitate the definition and development of the solution, as well as with project managers
• Ensure effective and efficient development, delivery, deployment, operation and support of these solutions

Skills on Resume: 

• Client Relationships (Soft Skills)
• Needs Understanding (Soft Skills)
• Customer Care (Soft Skills)
• Insurance Advising (Hard Skills)
• Requirement Identification (Hard Skills)
• Project Contribution (Hard Skills)
• Team Management (Soft Skills)
• Solution Development (Hard Skills)

Job Summary: 

• Contact potential clients both from inbound and outbound telephone activity, generating opportunities through networking and obtaining referrals
• Developing, maintaining and cultivating a constructive and professional relationship with clients and insurers at all levels
• Liaising with potential customers over the telephone, building rapport, understanding the customer’s needs, and offering solutions
• Ensure the customer makes an informed decision on the correct life insurance cover for them
• Being the first point of contact for day-to-day enquiries from clients, providers and other internal and external sources
• Retain continuous awareness of the latest product offerings, sales, and terms and keep relevant records
• Check and report on any cancellations to solidify trust and safeguard the reputation of the business, applying learnings to the sales process
• Frequently replenish job-specific knowledge and apply it in daily tasks
• Comply with all company-established policies and those of business partners and regulators
• Dealing with clients’ enquiries daily via email and telephone
• Processing and following up on applications
• Prepare reports/updates to the line manager on performance, sharing best practices
• Maintaining client records and data

Skills on Resume: 

• Lead Generation (Hard Skills)
• Client Rapport (Soft Skills)
• Needs Matching (Hard Skills)
• Insurance Advising (Hard Skills)
• Product Knowledge (Hard Skills)
• Issue Resolution (Soft Skills)
• Compliance Handling (Hard Skills)
• Record Management (Hard Skills)

Job Summary: 

• Responding to client requests relating to their insurance policies in a professional and timely manner
• Arranging agreed insurance covers on behalf of clients
• Building a rapport with clients and insurers to develop business opportunities and professionalism
• Ensuring branch procedures, policies and the legal/regulatory frameworks are understood and followed
• Set up appointments to meet prospective customers, understand their needs and recommend suitable insurance solutions
• Conduct subsequent reviews with the client to ensure their evolving needs are met
• Ensure the advisory process is fully compliant with the bank's standards and guidelines
• Conduct yourself professionally with utmost integrity and deliver service standards in line with the Bank's values
• Achieve Key Performance Indicators (KPIs) and the Balanced Scorecard set by the bank

Skills on Resume: 

• Client Servicing (Soft Skills)
• Policy Arrangement (Hard Skills)
• Relationship Building (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Client Assessment (Hard Skills)
• Needs Review (Hard Skills)
• Professional Conduct (Soft Skills)
• KPI Achievement (Hard Skills)

Job Summary: 

• Create and implement customer enthusiasm and owner loyalty strategies, ensuring excellent customer service levels and therefore a high Customer Satisfaction Index
• Create and implement strategies to cultivate sales of extended warranties and aftermarket products
• Offer financial alternatives consistent with the market, customer needs and wants
• Complete paperwork to ensure compliance with government regulations
• Create relationships with internal departments and external resources
• Support clients in providing creative and innovative answers to their most complex questions
• Interact with key external and internal stakeholders
• Contribute to new solutions for the insurance sector
• Lead a diverse project team
• Share knowledge and experience
• Build a strong and international professional network
• Ensure all relationships with insurers are nurtured and enhanced through professionalism
• Act in accordance with current regulatory procedures
• Take responsibility for personal development in terms of understanding the policies, procedures, and the legal and regulatory framework and to share this knowledge with clients

Skills on Resume: 

• Customer Strategy (Hard Skills)
• Warranty Sales (Hard Skills)
• Financial Advising (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Solution Contribution (Hard Skills)
• Team Leadership (Soft Skills)
• Network Building (Soft Skills)

Job Summary: 

• Talking to customers by telephone who are in the market for a car, van, bike, and home insurance
• Providing insurance quotes and arranging cover over the telephone
• Assess, understand, and establish the customer’s needs to provide adequate cover whilst also explaining other suitable insurance products and benefit packages
• Ensure that the customer has fully understood all of the terms, conditions, and restrictions
• Ensure customers are given correct and relevant information, ensuring their needs are met and allowing them to make an informed decision
• Answering customer queries promptly
• Handle all customer calls expertly, following the principles of the Customer Best Interest Rule and representing the company professionally at all times
• Obtain, clarify, and input correct and accurate customer data to minimise errors, amendments, and complaints/cancellations
• Ensuring a first call resolution approach
• Constantly demonstrate a professional approach when communicating with colleagues, customers, and insurers
• Process payments and accounts in line with the company's financial arrangements and/or third-party providers
• Maintain quality through adherence to internal policies and procedures and external regulations (such as the FCA) and keep up to date with all changes in the regulatory framework
• Implement due care and diligence and escalate risks appropriately, especially where activities might affect the integrity of the financial system, for example, suspicions of fraud/money laundering
• Take ownership of one's own performance and development
• Achieve Key Performance Indicators and objectives (as per the Personal Performance Standards document)
• Maintain role model behaviours and first-class attendance and conduct records as per the HR Policies and Procedures and Employee Handbook, while supporting the Company culture and values

Skills on Resume: 

• Insurance Quoting (Hard Skills)
• Needs Assessment (Hard Skills)
• Customer Education (Soft Skills)
• Call Handling (Soft Skills)
• Data Accuracy (Hard Skills)
• Payment Processing (Hard Skills)
• Risk Escalation (Hard Skills)
• Performance Ownership (Soft Skills)

Job Summary: 

• Prospects and makes contact with potential clients
• Follows up on referrals from bank associates, current insurance clients and other sources
• Meets with prospective clients to obtain information about their current insurance and their insurance needs for the future
• Facilitates proposal development and provides life insurance counseling
• Assisting with travel insurance enquiries and delivering fantastic customer service
• Upselling and cross-selling products/services by means of creating a great customer service experience
• Handling high volumes of calls in a fast-paced environment
• Sharing knowledge and expertise on products and services
• Meeting compliance and exceeding targets and KPI's
• Arrange insurance cover as agreed with the clients
• Ensure all relevant information is explained and given to the client
• Follow branch procedures to protect their client, the company and the insurer
• Develop positive relationships with the client by showing them how they can obtain better levels of cover and service on any other insurance policies they hold

Skills on Resume: 

• Client Prospecting (Hard Skills)
• Referral Follow-Up (Hard Skills)
• Insurance Counseling (Hard Skills)
• Customer Service (Soft Skills)
• Cross-Selling (Hard Skills)
• Call Management (Hard Skills)
• Compliance Targeting (Hard Skills)
• Client Relationships (Soft Skills)

Job Summary: 

• Provides tailored advice based on the demands and needs of specialist clients to ensure the most appropriate cover is sourced
• Present the new quotation for Home, Motor, Buy-to-Let and Non-standard Insurance via inbound and outbound calls
• Provide a high level of service from initial fact find to recommendation to inception of the policy
• Offer a personal service to specialist clients, making the process of purchasing a product easy, efficient and cost-effective whilst ensuring it's brilliant to do business with
• Provide re-broke/alternative insurance quotations for clients with specific requirements who are already customers within the Private Client portfolio to ensure they have value for money as well as a quality product
• Provides in-house underwriting on specialist non-standard risks to provide solutions for customers who have specific needs
• Provide tailored advice on all Private Client products for existing clients at either renewal or mid-term
• Respond to client concerns promptly, effectively, and professionally, and be brilliant to do business with
• Provide client support during claims, if the client is experiencing any difficulty with the insurance provider 
• Manage the expectations of the client in a potentially difficult circumstance

Skills on Resume: 

• Tailored Advising (Hard Skills)
• Quotation Delivery (Hard Skills)
• Service Excellence (Soft Skills)
• Client Personalization (Soft Skills)
• Re-Broking Support (Hard Skills)
• Underwriting Support (Hard Skills)
• Claims Assistance (Soft Skills)
• Expectation Management (Soft Skills)

Job Summary: 

• Take great care in results to achieve objectives consistently and compliantly, ensuring the best outcomes for customers and treating them fairly 
• Build and continue to build sound professional relationships with clients
• Maintains excellent business relationships with underwriters
• Responsible for cross-selling related products and generating new cross-sell leads
• Delivers New/Existing business targets within the regulatory and compliance framework as set by the business, including FCA (Financial Conduct Authority), DPA (Data Protection Act), etc.
• Uses broking skills to the full potential, incorporating the use of the Product Referral Guides
• Complete all duties within the compliance and regulatory framework as set by the business and adhere to FCA guidelines and standards
• Takes personal ownership of customer enquiries and sales leads within their area of responsibility, providing sound, tailored advice
• Takes responsibility within Wesleyan Financial Services for the development of their own skills, knowledge, and understanding of processes
• Maintain efficient records of all customer contacts and sales within the systems

Skills on Resume: 

• Goal Achievement (Hard Skills)
• Client Relationships (Soft Skills)
• Underwriter Liaison (Soft Skills)
• Cross-Selling (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Broking (Hard Skills)
• Sales Ownership (Soft Skills)
• Record Keeping (Hard Skills)

Job Summary: 

• Learn about products and services and describe
• Explain them to prospective clients
• Making outgoing communication with prospective clients through a phone call to set a meeting
• Prepare and submit weekly sales reports to the direct manager
• Follow up with clients and Closing sale
• Delivering new sales through all channels (individual and corporate)
• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy
• Do marketing and promote takaful protection
• Evaluate customer needs and financial status and propose a financial solution
• Maintain a good relationship with the client
• Fulfill all policy requirements for the new business, amendments and policy serving
• Educate and create awareness among the public regarding the importance of public takaful

Skills on Resume: 

• Product Knowledge (Hard Skills)
• Client Outreach (Hard Skills)
• Sales Reporting (Hard Skills)
• Financial Planning (Hard Skills)
• Client Relationship (Soft Skills)
• Takaful Promotion (Hard Skills)
• Needs Evaluation (Hard Skills)
• Policy Fulfillment (Hard Skills)

Job Summary: 

• Insurance representatives advise on and sell life, accident and other types of insurance to new and established clients
• Obtaining information about customers' circumstances to determine the appropriate type of insurance and conditions
• Negotiating with customers to determine the type and degree of risk for which insurance is needed
• Explaining details of insurance and conditions, risk coverage premiums and benefits to customers
• Assisting clients to determine the type and level of coverage, calculating premiums and establishing a method of payment
• Negotiating and placing reinsurance contracts
• Advising on, negotiating terms for and placing insurance contracts for large or special types of projects, installations or risks
• Speaking to customers regarding their requirements and answering any questions, to ensure they have the right product for them
• Processing renewals and cross-selling other products that might be of benefit to the client
• Taking premium payments, via cash, cheque and credit/debit payments
• Complying with legal, regulatory and industry codes of practice

Skills on Resume: 

• Insurance Advising (Hard Skills)
• Risk Assessment (Hard Skills)
• Customer Negotiation (Soft Skills)
• Policy Explanation (Soft Skills)
• Premium Calculation (Hard Skills)
• Reinsurance Placement (Hard Skills)
• Product Cross-Sell (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Provide thought leadership, consulting and subject matter domain expertise across the Insurance landscape (General Commercial Insurance, Specialty Insurance, Underwriting, Claims, Customer Servicing, Payments, Compliance)
• Provide experience and expertise in implementing business operation transformation within an Insurer and Broker using digital and data technology solutions
• Collaborate with the client's business leadership team to discuss the future of distribution, underwriting, claims, and customer service, as examples, using digital and data technology solutions
• Articulate client problem statement and scope linked to their business objective/strategy
• Discuss and collaborate on the transformation hypothesis across operations and technology/digital
• Design the target state vision, target state business architecture, target state operating model, roadmap options towards the target state and benefit business case
• Collaborate with client technology leadership and Mphasis practice teams to design digital, data and automation solution architecture
• Build POC's and technology solutions to meet the needs of the client's problem statement
• Lead client workshops, challenge and drive consensus across business and IT to ensure solutions are relevant to the business
• Build trust and credibility of the solution and buy-in from all stakeholders
• Lead from the front, consulting engagements with clients, own the domain deliverable content, present reports and business cases to the client for sign-off
• Product owner for developing repeatable solutions, propositions, and test pilots that demonstrate Mphasis solutions to address client needs and problem statements
• Develop and manage partnerships with appropriate digital start-ups, technology and Fintech organizations

Skills on Resume: 

• Thought Leadership (Soft Skills)
• Digital Consulting (Hard Skills)
• Client Collaboration (Soft Skills)
• Problem Scoping (Hard Skills)
• Solution Architecture (Hard Skills)
• Workshop Facilitation (Soft Skills)
• Stakeholder Alignment (Soft Skills)
• Product Ownership (Hard Skills)

Job Summary: 

• Providing high-level tailored advice based on the demands and needs of specialist clients to ensure the most appropriate cover is sourced
• Presenting new quotations for home, motor, buy-to-let, and non-standard insurance products
• Providing a high level of service from the initial call, fact-finding, through to recommendation
• Provide in-house underwriting on specialist non-standard risks to provide solutions for customers who have specific needs
• Support clients with new products and renewals
• Maintaining excellent business relationships with underwriters
• Cross-selling and up-selling related products and generating leads
• Building rapport and strong relationships with customers
• Uses brokering skills to the full potential
• Complete all duties within the compliance and regulatory framework
• Keep up to date with the product, industry knowledge and selling skills
• Taking ownership of complaints or problems relating to products

Skills on Resume: 

• Tailored Advising (Hard Skills)
• Quotation Delivery (Hard Skills)
• Underwriting Support (Hard Skills)
• Client Renewal (Hard Skills)
• Cross-Selling (Hard Skills)
• Customer Rapport (Soft Skills)
• Broking (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Advise customers on personal financial planning matters such as proper percentage of expenses, debt, savings, investment and insurance
• Suggest suitable products to meet customers' long-term and short-term financial goals
• Propose suitable insurance plans to meet the client's protection needs
• Assist clients in analysing their financial protection needs and offer professional advice to clients for life, medical and other coverage
• Attend to client enquiries and assist them in making informed decisions
• Provide good services to clients at all times
• Obtain repeat business and referrals from clients
• Analyze opportunities and challenges clients face in the areas of system, processes, operations, and enterprise performance management
• Support the client in defining and modeling the key drivers of current and future enterprise value
• Support clients’ transformation in insurance products, process and core system
• Demonstrate strong analytical capabilities and apply knowledge of selected tools and techniques, drawing logical conclusions
• Develop expertise in customer insight and growth experience practice areas to increase the breadth and depth of the knowledge base and capabilities
• Design and deploy an end-to-end insurance process and operating model

Skills on Resume: 

• Financial Advising (Hard Skills)
• Insurance Planning (Hard Skills)
• Client Consultation (Soft Skills)
• Business Analysis (Hard Skills)
• Value Modeling (Hard Skills)
• Process Transformation (Hard Skills)
• Analytical Thinking (Hard Skills)
• Customer Insight (Hard Skills)

Job Summary: 

• Prospecting and doing fact-finding
• Presentation on the importance of takaful
• Assist the customer in choosing a takaful plan according to their needs
• Engage and interact with customers face-to-face
• Attend to all clients enquiries
• Marketing through social media
• Act as an interface between the company and its customers
• Offer a customized insurance solution to the customers for all their financial needs
• Direct selling to the customers via appointments
• Establishing and strengthening relationships with the allocated customer base
• Shape their digital transformations by defining new business and target operating models and reimagining customer and distributor journeys
• Partner with insurance clients to help them achieve operational excellence by simplifying their products, processes and organizational structure
• Drive innovation across products, services and ecosystems by leveraging a global network and setting them up for sustainable growth

Skills on Resume: 

• Takaful Advising (Hard Skills)
• Customer Engagement (Soft Skills)
• Social Marketing (Hard Skills)
• Direct Selling (Hard Skills)
• Relationship Building (Soft Skills)
• Digital Strategy (Hard Skills)
• Process Simplification (Hard Skills)
• Innovation Leadership (Soft Skills)

Job Summary: 

• Execute engagements that can be in different phases of the Business transformation
• Conduct interviews/workshops/walkthroughs with subject matter experts and process owners to elicit and document requirements
• Gather and analyze business requirements, processes, and resources required to support the transformation initiative
• Collaborate with cross-functional teams across the client organization and Infosys on different transformation programs and initiatives
• Play key roles across end-to-end project execution, stakeholder communication and minimize engagement risk by proactively identifying issues and recommending mitigation plans
• Support business development activities ranging from leading or contributing to proposals and developing propositions
• Develop market-relevant thought leadership points of view
• Answer calls from customers and guide them to a happy resolution
• Listen to the customer, detect their needs and then either resolve the query or match them to one of the products that will help them
• Leave the customer happy, with a positive lasting impression of the company, and an extraordinary feeling about products and services

Skills on Resume: 

• Business Analysis (Hard Skills)
• Requirement Gathering (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Project Execution (Hard Skills)
• Risk Mitigation (Hard Skills)
• Thought Leadership (Soft Skills)
• Customer Resolution (Soft Skills)
• Product Matching (Hard Skills)