Insurance Specialist (Renewals)
Core
Compliant selling and servicing of business insurance to existing commercial clients, ensuring products suit client needs via thorough market review.
Role type
Insurance Specialist (Renewals)
Builds
Retains existing policies and upsells/cross-sells additional insurance products for Radius Insurance clients.
Domain
Insurance / Commercial Services
Deliverable
client delivery
Required skills
client account management, mid-term adjustments, finance facilitation, complaint de-escalation, time management, regulatory compliance
Preferred skills
APA or CIP certification
Technologies
Radius Insurance market data
Responsibilities
Acting as a Broker on behalf of clients, managing client accounts including administration and finance facilitation, addressing client problems and implementing corrective measures, engaging with clients predominantly via phone and email, working towards KPIs.
Seniority
Individual Contributor