Insurance Specialist - Back Book (Renewals)
Core
Act as a broker for existing commercial clients, managing renewals, policy adjustments, and upselling additional insurance products.
Role type
Commercial insurance specialist (account management & sales)
Builds
Commercial insurance policies and services for business clients
Domain
Insurance / Commercial Risk
Required skills
Commercial insurance product knowledge, client portfolio management, sales target achievement, market review and recommendation, compliance standards adherence, record keeping
Preferred skills
Renewal and retention experience, upselling/cross-selling commercial policies, managing commercial client accounts
Technologies
Insurance management systems, communication tools
Responsibilities
Convert inbound and outbound enquiries into commercial insurance customers, Advising clients on the most suitable motor insurance products and cover, Building and maintaining strong customer relationships, Achieving sales, retention, and premium income targets, Providing outstanding customer service via phone and email, Working closely with insurers and colleagues to deliver the best client outcomes, Maintaining accurate records and ensuring compliance standards are met