Job Description

Description of role, key responsibilities & duties

Obtaining new business and renewal insurance quotes Submitting Mortgage and Insurance applications and following them through to completion Speaking with clients at new business and renewal stage, to accurately identify their requirements, in order to provide the most suitable and cost effective quotations Maintain high client satisfaction and business retention levels Checking and issuing policy documentation Responding to day to day client queries and Insurer queries Maintain client files to ensure they are compliant Produce insurance and mortgage suitability letters and issue to clients Identifying opportunities to cross sell products to existing clients
General Administration Support:

Basic bookkeeping (training will be provided) Scanning / shredding To assist in ensuring that all business is conducted in accordance with the rules, guidelines and expectations of the Financial Conduct Authority Understand and follow all relevant compliance considerations Keeping all relevant systems up to date

Core competencies, skills & knowledge required

Clear, confident and polite telephone manner Good written English skills Good IT and social media skills Must live within easy travelling distance from North London (N3) An aptitude for fast figure work High attention to detail Strong organisational skills Ability to multi task and prioritise Strong communication and interpersonal skills Ability to learn quickly and pick up concepts and processes Discrete Enthusiastic Self motivated
Job Types: Full-time, Part-time

Pay: 27,544.00-29,407.00 per year

Ability to commute/relocate:

London NW4: reliably commute or plan to relocate before starting work (required)
Language:

English (required)
Work authorisation:

United Kingdom (required)
Work Location: In person