Commercial Insure Support Professional
1 day ago
We are looking for a highly organized and detail-focused Commercial Insure Support Professional to join our team at CA Financial Appointments. As a valued member of our team, you will play a crucial role in supporting our Insure Advisors in the financial services sector.
The estimated salary for this position is £40,000 - £55,000 per annum, based on your level of experience.
Job Responsibilities:
- Gather policy information and create comprehensive summaries.
- Process new applications and quotations efficiently, ensuring accurate and timely results.
- Handle client enquiries and resolve issues in a professional and courteous manner.
- Coordinate appointments between Insure Advisors and clients, fostering strong working relationships.
- Manage and maintain accurate administrative documentation, adhering to strict deadlines.
- Promote high-quality service by meeting Service Level Agreement requirements.
- Support policy renewals by reviewing and updating client information as necessary.
Essential Requirements:
- NQF Level 4 Short Term Insurance qualification or currently studying towards it, with a successful RE 5 Examination (Representatives) completion.
- A minimum of 2-3 years' experience within the insurance industry.
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