Job Title: Commercial Agent: Face to Face Distribution

Reporting to: Regional Manager: Face to Face Distribution

Company Overview:
The company is a dynamic and customer-focused financial services organization recognized for its innovative approach and commitment to exceptional service. With a strong presence in the short-term insurance market, it aims to create lasting relationships with clients through a values-driven culture.

Overview and Purpose of the Role:

The Commercial Agent: Face to Face Distribution is responsible for expanding and developing the business insurance portfolio through direct client interactions. This role is vital in generating new business sales, providing outstanding client service, and achieving high-performance levels, all while embodying the company's core values.

Key Responsibilities:

• New Business Development: Actively prospect for new clients through networking, cold calling, and door-to-door canvassing to grow the insurance portfolio.
• Client Relationship Management: Conduct thorough risk evaluations and offer tailored insurance solutions aligned with client needs.
• Sales Performance Tracking: Create and monitor personal business plans to meet or exceed predetermined sales targets.
• Ongoing Client Support: Provide continuous service to clients, including managing amendments, renewals, and claims processes.
• Collaboration: Work closely with internal teams, such as underwriting, claims, and surveying, to ensure high-quality service delivery.
• Market Awareness: Stay informed about developments and trends within the commercial insurance market.
• Team Engagement: Participate in all team meetings and contribute feedback as requested.