Account Manager
Bromley | Permanent | £25,000 - £35,000/year | www.cv-library.co.uk |
JRRL are seeking an Insurance Account Manager to join their client in Bromley within the Household Department. The successful candidate will have previous experience with providing insurance policy quotes within either housing, motor or broking and the ability to deal professionally with clients.
Key Responsibilities of the Insurance Account Manager:
Managing existing client accounts and dealing with new enquiries
Liaising with clients on the phone throughout the process
Research and provide new quotations for various financial products
Reaching out to clients when their policies are due to see if they wish to renew
Processing renewals adhering to Treating Customers Fairly company policy
Provide former and prospective clients with quotations at next renewal
Collecting and arranging payment where required under finance schemes
Diary management
Person Specification for the Insurance Account Manager:
Experience of providing quotes direct to customers on insurance policies gained either from an insurance company, broker or financial institution such as banks or a building society
Knowledge of FCA protocols, Data Protection and GDPR
Strong customer service skills
Proficient in MS Office
This Insurance Account Manager position is a great job opportunity to join a small and friendly team within this professional financial services company where treating customers fairly is of utmost importance
Key Responsibilities of the Insurance Account Manager:
Managing existing client accounts and dealing with new enquiries
Liaising with clients on the phone throughout the process
Research and provide new quotations for various financial products
Reaching out to clients when their policies are due to see if they wish to renew
Processing renewals adhering to Treating Customers Fairly company policy
Provide former and prospective clients with quotations at next renewal
Collecting and arranging payment where required under finance schemes
Diary management
Person Specification for the Insurance Account Manager:
Experience of providing quotes direct to customers on insurance policies gained either from an insurance company, broker or financial institution such as banks or a building society
Knowledge of FCA protocols, Data Protection and GDPR
Strong customer service skills
Proficient in MS Office
This Insurance Account Manager position is a great job opportunity to join a small and friendly team within this professional financial services company where treating customers fairly is of utmost importance
Don’t miss out on new job vacancies!
Create a job alert for: Finance Insurance Manager, Bromley
It's free, and you can cancel email updates at any time