Here, the focus is on quality before quantity. Doing the right thing for our customers is how we'll build success, so you'll concentrate on establishing and maintaining good relationships, with customers, colleagues and suppliers, developing an understanding of what your customers want and the expertise essential to delivering it.

We're going to make a difference by ensuring we deliver exceptional customer service to our customers - putting each one at the heart of what we do, every time.

Job Outline

To understand new and existing Client’s business and their approach to insurance and risk management and to design and administer insurance solutions for the protection of their material assets and liabilities. To seek new business in line with company objectives and personal targets as defined within Sales and Individual Plans. To maintain, and achieve growth in, income from existing clients. To carry out ‘Client Relationship Management’ (CRM) including visits for new & existing client and agreeing timelines in advance. To collate information and carry out administration of allocated Client’s insurance programmes in a timely, technically accurate and cost effective manner, in accordance with company procedures and performance standards. Ensure collection of premiums from clients is carried out in accordance with Company procedures.

Principle Objectives and Responsibilities

1. To understand client’s business operations, opportunities and risks and their approach to risk management and insurance.

2. Obtain and communicate sufficient information to demonstrate an understanding of the risk and to support the broking process in accordance with company procedures.

3. Offer and present insurance solutions including insurance policies and other risk management solutions, with purpose to secure renewal and/or new business.

4. To expand existing client portfolio to include additional covers and to produce new business leads for the sales team.

5. Plan client meetings in advance to meet with company procedures.

6. Send Client communications including meeting agenda, notes and reports in a timely manner always ensuring their accuracy.

7. Manage own files as per local procedures. Confining advice and information to those areas in which you are deemed competent, otherwise seeking advice as appropriate.

8. To assist in ensuring that all post and diary activity is completed daily in accordance with the local procedure and performance standards.

9. Always demonstrating the professionalism of our organisation, when visiting clients and in all communications.

10. To maintain effective control in respect of allocated clients in line with Company procedures.

11. To assist in team performance by regular communication with colleagues and manager to establish and raise concerns and provide solutions.

12. To ensure compliance with local procedures, customer service standards and external compliance regulations, e.g. FCA

Skills Required

· A sound knowledge of insurance products and the industry (Dip CII qualified or looking to work towards)

· A proven ability and aptitude for not only maintaining and nurturing existing client relationships but also expanding and growing new business.

· A willingness to evidence and adopt a self-sufficient and innovative approach to retaining and expanding your client portfolio whilst making use of supporting teams to generate income.

· Sound presentation skills

· Confidence in conducting face-to-face meetings with clients

· A full clean UK driving license

#AIB #LI-RM1 IND01

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. 

Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.

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