Website Redwood Search Recruitment Agency Worcester

Insurance Consultant

Existing Business Department



To provide a professional, prompt and efficient Insurance Broking service to Clients and

Insurers whilst observing FCA regulations.

Main Duties & Responsibilities

Provide quotations on all product lines ensuring suitability with customer demands and needs

Place risks on cover and obtain/issue appropriate documentation including: –

Statutory documents (IDD, TOBA, DRI etc)

Statement of Facts (or Proposal Forms where relevant)

NCB proof


Policy Schedules


Invite renewal on the best terms for the client rebroking as appropriate

Renew/replace policies issuing appropriate documentation

Mid-term adjustments/cancellations

Process payments and set up finance agreements as required

Issue letters to clients/Insurers as appropriate

Maintain cover note diary as required.

Sending marketing material to prospective clients to generate leads

Contact previously insured clients in the hope of regaining lost business

Cross selling

Please contact Arlene at Redwood Search Recruitment Agency Worcester for more information

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