Archives: KSB

B4- Seeks out areas of their insurance delivery that might be improved and is proactive in offering their own ideas for change.

B3- Looks to keep up to date with relevant Insurance matters by taking ownership of their own learning plan.

B2- Actively listens and asks constructive questions in order to build relationships effective to insurance outcomes.

B1- Adopts a positive approach to seeing challenging insurance-related situations through to completion.

S18- Work as part of a team to help achieve results.

S17- Optimises the potential return on insurance decisions within the scope of own role by identifying and positioning the client’s case with the insurer.

S16- Recommend insurance and premiums decisions within the limits of responsibility and in line with organisational policies and procedures. 

S15- Match clients’ needs with available insurance products and services.

S14- Gather and interpret relevant information to provide a return on insurance decisions.

S13- Identify and manage insurance risks within the limits of responsibility in line with policies and procedures.