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Insurance Adviser

TS9 5DW


 

Task
 

Key Elements
 

Skills Required
 

 New business quotations
 

 Inbound and outbound:

 

·        Private Motor

·        Personal Home and Lifestyle

·        Commercial Package

·        Small Commercial Select

·        Campaigns

 

·        Customer service

·        Cross selling

·        Product knowledge

 

 Mid-term adjustments and queries
 

·        Private Motor

·        Personal Home and Lifestyle

·        Commercial Package

·        Small Commercial Select

·        Campaigns

 

·        Customer service

·        Cross selling

·        Product knowledge

 

 Life lead generation
 

·        Opportunity spotting

·        Life lead generation

·        Life lead introduction/qualification

·        Campaigns

 

·        Customer service

·        Cross selling

·        Product knowledge

 

 Payments
 

·        For new business, mid-term adjustments and renewals:

·        Take direct payments

·        Set up direct debit

·
·        Advised
 

·        Customer service

·        Systems knowledge

 

 Advised renewals
 

·        Undertake advised renewals:

·        Commercial Package

·        Small Commercial Select

 

·        Customer service

·        Cross selling

·        Product knowledge

 

 Agent and Farm/Commercial Account Executive renewal support
 

·        Arrange review appointments

·        Renewal review processing and follow up

·        Post call reports

 

·        Customer service

·        Cross selling

·        Product knowledge

·        Organisation

 


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