Consultant - 1077782

Saint Neots, ENG

Role: Renewals Consultant

Main purpose of the role

To provide support to existing customers and ensure retention of renewal business, servicing of existing accounts in line with the set Key Performance Indicators provided by the company, and in accordance with company procedures and regulatory requirements. This is predominantly a customer service role that requires confidence in decision making and a sales approach to dealing with customers at their renewals. There will also be various outbound calling to existing customers and mutual insurers for claim updates and policy queries.

Key Responsibilities and Deliverables


Process existing clients at renewal, update and deal with new/existing claims and providing excellent customer service in all dealings with customers such as:

·        Ascertaining customer requirements and advising accordingly

·        Disclosing clear and useful information about the product

·        Ensuring all verbal disclosures are discussed with customers

·        Issuing all necessary paperwork to customers

·        Ensuring customer is aware of any changes in cover and premium

·        Diary processing involving chasing customers for outstanding documents and updates on risk details

·        Outbound renewal chasing and customer service calls

·        Helping clients with revised renewals

·        Dealing with client obtained competitor rates

·        Reporting and analysis to provide data to insurers and the MID

Other Responsibilities

Follow all company procedures and regulatory requirements, with specific reference to data protection regulations. Assist in the growth of the business by cross selling other products as appropriate. General Administration.

Other ad hoc duties as and when required by management.


·       Promote our values values at all times: Commitment, Family, Delight, Caring and Integrity

·        Inspire and be motivated to achieve personal, departmental and company goals

·        Support colleagues across the business, operating as one team

Working Relationships

This role will involve working in a team environment and will require the candidate to build and maintain strong working relationships with colleagues

Major Challenges

The successful candidate will be working in a busy office environment which involves working under pressure and to deadlines. Successful applicants will have a self starting mindset.