SKILLS

Customer service IT skills Communication skills Sales Account Management Problem-solving Client Relationship Management

FULL DESCRIPTION

To undertake designated duties within the Glasgow Office in accordance with TH March requirements.

Responsibilities:

• Identify and develop new business in line with Company objectives, involving working to set targets for the area you cover.
• Manage account relationships with designated clients, acting as primary point of contact for clients from a sales and business development perspective.
• Handle and respond to product queries from clients quickly, efficiently and accurately.
• Successfully broke new business enquiries and insurance renewals and provide a first-class service to clients by fulfilling their insurance requirements.
• Provide insurers and underwriters with accurate information to ensure they can assess each risk correctly.
• Negotiate deals within the industry market, where required, in order to meet client demands and remain competitive.
• Build up detailed knowledge about the company's products and offer advice about existing products and promoting value added services.
• Build and maintain effective professional relationships with clients, insurers and other staff within the Company.
• Keep abreast of market conditions and developments and physical and alarm security procedures.
• Liaise with colleagues to share information about the current insurance marketplace, and to assist them with any insurance queries.
• Deliver presentations to clients and occasionally representing the business at exhibitions, etc.
• Provide claims assistance when required.
• To maintain accurate files and to ensure correspondence and telephone notes are correctly recorded in the Policy Administration System.
• To maintain clients’ and the Company’s confidentiality at all times.
• To fully understand TH March Policies and Procedures and ensure they are adhered to.
• To comply with the Company Policy on Information Security and Acceptable Use.
• To undertake all other duties as reasonably required and directed.

Behaviours:

• To embrace and behave in line with TH March Values.
• To comply with FCA Rules & Regulations.
• To comply with the FCA’s Treating Customers Fairly principle including:
• Acting in an honest and open manner at all times with both clients and the Company.
• Acting with integrity by demonstrating fairness and impartiality.
• Demonstrating a client focussed approach.
• To ensure that business transactions are conducted in a way that is clear and straightforward.
• To treat everyone with dignity and respect
• To enhance your role by undertaking appropriate training and personal development courses, as required.

Skills Required:

• Excellent customer service & IT skills and telephone manner.
• Effective communication skills, both verbal and written.
• Ability to gather and analyse information for the client and resolve problems.
• Ability to identify and respond appropriately to an individual client’s level of understanding.
• Ability to identify and match products with client requirements.
• Ability to persuade and influence others.
• Ability to demonstrate, understanding and apply TH March values. These are embedded in all roles.