Commercial Insurance? Do you thrive on building strong client relationships, providing expert advice, and securing so, we have the perfect opportunity for you Our client is a leading player in insurance brokering, dedicated think Client Relationship Management: Build and maintain strong relationships with existing clients, understand requirements, and provide personalized service to ensure client satisfaction and retention. New Business Development: Development: Prospect and acquire new business clients by networking, referrals, cold calling, and other business
Commercial Insurance? Do you thrive on building strong client relationships, providing expert advice, and securing so, we have the perfect opportunity for you Our client is a leading player in insurance brokering, dedicated think Client Relationship Management: Build and maintain strong relationships with existing clients, understand requirements, and provide personalized service to ensure client satisfaction and retention. New Business Development: Development: Prospect and acquire new business clients by networking, referrals, cold calling, and other business
success As an independent Financial Brokerage, our client provides exceptional and unique services to professionals it has provided it's clients for over 30 years. Work with company book of clients to meet and review their advice and offerings. Prospect and obtain new clients in the market to add to it's already extensive manner, building rapport and confidence in the clients. Work with various FSP's and internal departments communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
success As an independent Financial Brokerage, our client provides exceptional and unique services to professionals it has provided it's clients for over 30 years. Work with company book of clients to meet and review their advice and offerings. Prospect and obtain new clients in the market to add to it's already extensive manner, building rapport and confidence in the clients. Work with various FSP's and internal departments communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
Underwriting: Process quotes, new business, amendments and client queries Processing Corrective action Cancellations includes insurers and clients Provide ongoing service and support to your client base Administration: and taking messages Ensuring that the Brokers clients' Salesforce and Drive folders are kept up to date instruction Preparation of presentations, quotations and client portfolio packs Assisting the Brokers in compiling
Underwriting: Process quotes, new business, amendments and client queries Processing Corrective action Cancellations includes insurers and clients Provide ongoing service and support to your client base Administration: and taking messages Ensuring that the Brokers clients' Salesforce and Drive folders are kept up to date instruction Preparation of presentations, quotations and client portfolio packs Assisting the Brokers in compiling
solutions to individuals and families? If so, our client has the perfect opportunity for you as a Personal the acquisition of new personal lines insurance clients. Armed with a proactive and tenacious approach conducting in-depth needs assessments with prospective clients. By actively listening and understanding their to ensure a seamless onboarding process for new clients. Your effective communication and coordination
solutions to individuals and families? If so, our client has the perfect opportunity for you as a Personal the acquisition of new personal lines insurance clients. Armed with a proactive and tenacious approach conducting in-depth needs assessments with prospective clients. By actively listening and understanding their to ensure a seamless onboarding process for new clients. Your effective communication and coordination
Manage subcontractors and main contracts with the client. Functional and management reporting (risk registers that all Client Correspondence are adequately responded to and letters are issued to Client regarding investigation of contractual issues; Liaising with the Client/Subcontractors and the site team to identify and
an Insurance Advisor , your mission is to guide clients through the insurance jungle, helping them find