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Insurance Technician





    • Broking

    Ref:43999

    Job Title – Personal Lines Manager

    Contract – Permanent

    Salary – £25,000 – £30,000

    Location – Essex

    Overall objectives:

     

    The role has responsibility for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of personal lines insurance. Ensuring a quality service is provided to all clients in accordance with their needs and requirements.

     

    Daily Duties and responsibilities:

    • Ensure accuracy, efficiency and professionalism when dealing with both client and insurer in all aspects of the role:
      • New business
      • Renewals
      • Mid Term Adjustments
      • Queries
      • Premium financing arrangements
      • Cover note issuance
    • Advising clients on existing products in accordance with their needs
    • Ensure bad debt queries are dealt with efficiently and in line with company procedure.
    • Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the compliance manual – use checklists and support documentation as provided by the company to assist with demonstrating compliance.
    • Handle any complaints in accordance with company procedures and regulatory requirements.
    • Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required.
    • Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
    • Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
    • Actively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost effective cover.
    • Promote and increase the use of in house premium finance, from insurer schemes.

     

    Key performance indicators:

    • Ensure all Key Company objectives are achieved (new business, renewals, cross selling) and are attained compliantly with FCA regulation.

     

    Compliance:

    • Be aware of the contents of the company’s Compliance Manual and ensure a full understanding of the following chapters, as a direct relation to the role. Ensure full compliance to the procedures contained within the Manual:
      • Consumer Business
      • Consumer credit
      • General conduct of business
      • Complaints
      • Training and Competence
      • Commercial Business [if applicable]
      • Conflicts of Interest
      • Whistle Blowing
      • Financial Crime
      • Data Security
      • Record Keeping
      • Vulnerable customers
      • Firms client money permission
    • Ensure compliance to the company’s employment policies and procedures as contained within the

    Employee Handbook.

    • Ensure all other company practises and procedures are followed and adhered to.
    • Where appropriate take responsibility for meeting the reporting requirements of the FCA.
    • Where required ensure staff are adhering to FCA compliance. Perform regular file and sales audits.

     

    Treating Customers Fairly:

    • All employees are responsible for engaging with the senior management of the firm in ensuring that

    our customers are consistently treated fairly and for observing all of the firm’s TCF procedures.

     

    Professional development:

    • Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for development as required.
    • Attend supervision sessions, team and management meetings as appropriate.
    • Attend in house training and external training courses as agreed.

     

    Insurer/Underwriters:

    • Develop and maintain effective and valuable relationships with insurers and underwriters for the benefit of the company and its clients.
    • Comply with the administration requirement of any given insurer.
    • Assimilate all company literature circulated by the firm or its agencies.

     

    Security:

    • Ensure personal data (client and employee) is secure, held and properly utilised in accordance with the principles of the Data Protection Act (2018) and Company policies.
    • Work at all times within strict confidentiality guidelines and the principals of the Data Protection Act (2018) and Company policies.
    • Report any potential breaches, including weaknesses in current systems

     

    Administration:

    • Prioritise all client communication and ensure it is actioned in a timely way and in accordance with company procedures.
    • Maintain all computer and paper files in accordance with company standards (which should be fully compliant with FCA).

     

    General:

    • Ensure the Health and Safety manual is followed and the office is kept clear and presentable, clear of obstructions at all times, ensuring that all deliveries, parcels, post and messages are given to the appropriate person promptly.
    • Undertake any other reasonable duties as directed by your line manager.

     

    For extra information please contact:-

    London: 0203 411 8430

    Email: admin@lawesgroup.co.uk

    Apply

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