Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
Manage client relationships through visiting and arranging video meetings with clients when required
Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients
Continuously improve and maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed

Ability to work in a regulated, compliant and client focused environment
Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
Confident and capable of building rapport over the telephone to provide an excellent client experience
Organised, resourceful, deadline driven and supportive of the wider team
Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes
Hold or willing to work towards Chartered Insurance Institute Certificate in Insurance

Insurance Consultant

About this role