To produce new business income, maximise and manage prospects from the company database in accordance with Company Procedures and Regulatory Requirements.
Main Tasks
To generate enquiries by making outbound tele calls.
Respond to enquiries from clients, brokers and underwriters received by and in a courteous and helpful manner and ensure that all information required by clients or underwriters is obtained and communicated.
To complete the key task of fact finding to identify clients requirements and to provide a quotation to fulfil their Demands and Needs.
To maintain an accurate record of the assessment of the clients' awareness of risk and insurance as well as their circumstances and objectives.