Insurance Specialist - Back Book (Renewals)

About this role

As a Business Insurance Specialist on our Back Book team, you’ll sell business insurance compliantly to existing commercial clients. You’ll act as their broker, reviewing Keystone’s available market thoroughly and fairly so that every product you offer suits what the client needs and wants. You’ll own your target and look after each client’s needs throughout the first 12 months of their insurance. Done well, clients renew, take on additional cover and stay with us.

Most of your week will be spent speaking with clients by phone and email: retaining existing policies, upselling and cross-selling additional products, and handling mid-term adjustments. You’ll manage client accounts end to end, including arranging finance through third-party partners and dealing with post from clients and insurers. You’ll work with colleagues and insurers, de-escalate complaints, put corrective measures in place and support the wider commercial team where needed.

Your daily responsibilities will be... Broking: Act as a broker on behalf of Keystone clients, basing every recommendation on a fair review of the available market. Retention and growth: Retain existing policies and upsell or cross-sell additional products. Account management: Handle mid-term adjustments, client administration, third-party finance arrangements and incoming and outgoing post. Targets: Work towards the targets and KPIs agreed with management.

Customer service: De-escalate complaints and customer issues and build long-term client relationships. Insurer relationships: Work with colleagues and insurers to build long-term relationships. Problem solving: Address problems you identify and put corrective measures in place. Professional development: Complete the continuous professional development required by regulation and legislation. What do we expect from you? Essential: Holds the APA or CIP qualification.

Educated to degree level with a minimum 2:2 (Lower Second Class Honours). Can explain how they would review the market to recommend cover that fits a client’s needs. Can calm an unhappy client and agree a way to resolve the issue. Can manage their own workload and ask for support when needed. Keeps accurate records and completes administration on time. Desirable : Has retained or renewed commercial insurance policies.