Careers

Title Commercial Insurance Advisor
Categories Commercial
Closing Date: 14/10/2016
Reporting To: Branch Supervisor / Manager
Reports: None
Hours of Work: 09:00 – 17:15 Monday to Friday
Location: Maghera (Possibly other branches when required)

 Purpose of the Role:

  • To work within the Customer Services team responding to customer enquiries regarding new & existing policies in an appropriate manner.
  • To administer renewals within service standards.
  • To issue documentation within service standards.
  • To support the firm’s goals by demonstrating excellent customer service skills.

 Knowledge & Experience:

 Essential

  • Educated to GCSE standard including Maths and English.
  • Has undertaken (or is willing to undertake) relevant customer service and insurance training.
  • Good keyboard skills and knowledge of Microsoft Office, email and internet.
  • At least 1 years Commercial Insurance Experience.

 Desirable

  • 3 years insurance experience in any industr

 Skills Required:

  • Excellent telephone manner, customer service skills and the ability to work under pressure.
  • Effective communication skills.
  • Ability to gather and analyse information from the customer.
  • Ability to identify and match the products available with customer requirements.
  • Ability to identify and respond appropriately to an individual customer’s level of understanding.
  • Ability to persuade and influence others.

 Expected Behaviors:

  • Act in an honest and open manner at all times with both the customer and the firm in all matters.
  • Have a customer focused approach.
  • Ensure that business transactions are conducted in a way that is clear and straightforward.
  • Act with integrity by demonstrating fairness and impartiality.
  • Actively seek feedback from customers and report such feedback to the appropriate member of staff.

 Accountability / Responsibilities:

  • To take initial calls from customers regarding mid term adjustments and existing policy renewals, working within the guidelines provided at all times.
  • To process and resolve customer requests in a polite and efficient manner.
  • To comply at all times with the requirements of the firm’s own procedures, the Financial Services and Markets Act 2000 and FSA regulations.
  • To be aware of, and to follow at all times, the firm’s policy on Treating Customers Fairly.
  • To be aware of, and to follow at all times, the firm’s standards of ethical behavior.
  • To maintain professional competence by complying at all times with the Training and Competence procedures of the firm.
  • To maintain customer records accurately and securely, in accordance with firm’s own record keeping requirements and following data protection rules.
  • To support the department in administration duties and complete all supporting documentation in a timely, accurate and compliant manner.
  • To promote the company through charity, community and any other brand awareness events.
  • Notify policy underwriters of any adjustments, calculate any premium changes and arrange remittance of premium refunds.
  • To support the departmental Key Performance Indicators and sales targets as directed by the Personal Lines Manager.
  • To undertake all other duties as reasonably required and directed.

 Specific Key Tasks & Targets:

  • To be specified as appropriate, in advance for each Performance Review Period.
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Title Commercial Account Executive
Categories Commercial
Closing Date: 14/10/2016
Reporting To: Operations Executive
Reports: None
Hours of Work: 09:00-17:15 Mon-Fri (40hrs)
Location: Belfast

PURPOSE OF THE ROLE

  • To work within the Commercial department, responding to customer needs and requirements in an appropriate manner.
  • To achieve key performance indicators as issued by the Operations Manager, thereby assisting the Commercial department in achieving its goals.
  • To develop new commercial accounts and sales and proactively develop existing commercial accounts in line with business development plans.
  • To build strong relationships with insurers and communicate all acquired knowledge in a good, prompt and compliant manner to the relevant Supervisor/Senior CIA.
  • To support the firm’s goals by demonstrating excellent business development skills.
  • To enhance & promote Oakland through community, charity & corporate events in line with marketing requirements, as set by the Operations Manager.

KNOWLEDGE & EXPERIENCE

  • Part to fully qualified ACII, leading to Chartered Insurance Practitioner.
  • Thorough understanding of Commercial uote Systems, OpenGI, Microsoft Office, e-mail and internet.
  • A thorough understanding of the commercial insurance market and products.
  • Minimum of 2 years’ experience in providing specialised sales advice in the insurance market.

SKILLS REQUIRED

  • Excellent customer service skills.
  • Effective oral and written communication skills.
  • Ability to gather and analyse information from the customer.
  • Ability to identify and respond appropriately to an individual customer’s level of understanding.
  • Ability to demonstrate excellent strategic and operational planning in the short, medium and long term business environments.
  • Ability to persuade and influence others.
  • Ability to view situations from a commercial or business perspective.
  • Ability to prioritise workload in a high pressure environment, to work on own initiative and identify and suggest improvements on an ongoing basis.

EXPECTED BEHAVIOURS

  • Act in an honest and open manner at all times with both the customer and the firm in all matters.
  • Have a customer focused approach.
  • Ensure that business transactions are conducted in a way that is clear and straightforward.
  • Act with integrity by demonstrating fairness and impartiality.
  • Attend and contribute to necessary corporate events and meetings.

ACCOUNTABILITIES / RESPONSIBILITIES

  • To develop and maintain the special relationship with existing commercial customers and to target new customers from the market place by the effective marketing of current products. Taking personal responsibility for the development of Mid Net Worth and High Net Worth customers who have a commercial link.
  • To proactively develop new commercial products in line with market trends and existing customer requirements.
  • To fully understand and effectively assign commercial product promotions and sales campaigns.
  • Short, medium and long term strategic planning of products and sales in line with insurance market trends, maintaining the firm’s market lead over competitors by exemplary customer service.
  • To liaise with account handlers to complete all supporting commercial sales documentation and to pass all completed sales to the policies department and underwriters in an accurate, compliant and timely manner.
  • To take ownership of customer record keeping & accounts, resolving enquiries and problems in a timely and efficient manner and maintaining a positive and growing relationship with customers.
  • To actively seek feedback from customers and respond to feedback received.
  • To identify, seek to mitigate and respond appropriately to any conflicts of interest which may arise.
  • To support the departmental Key Performance Indicators and sales targets as directed by the Operations Manager.
  • To comply at all times with the requirements of the firm’s own procedures, the Financial Services and Markets Act 2000 and FCA or subsequent
  • To be aware of, and to follow at all times, the firm’s policy on Treating Customers Fairly.
  • To maintain professional competence by complying at all times with the Training and Competence procedures of the firm.
  • To undertake all other duties as reasonably required and directed.
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