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Job Title: Insurance Executive

Salary: Competitive

Employer: Moorhouse Group Ltd

Location: Caerphilly

Job Category: Insurance Executive

Contract Type: Full-time

Job Description

The Insurance Executives are responsible for gathering risk information and providing our prospect and existing customers with quotations based on the customer requirements and in line with industry regulations and our internal quality assurance criteria.

An Insurance Executive will handle range of products from commercial clients and provide key information on the products based on the answers to the questions asked in a non-advised manner.


To liaise with Manager on a day-to-day basis in regards to performance against Key Performance Indicators.

Principle Accountabilities

To take an active role in both team and self-development. To actively participate in driving forward best practice, our company values and act as a role model to other employees.

To generate sales from initial enquiries, utilising product knowledge and customer focused risk questioning.

To promote optional products based on identified customer needs and gain renewals dates to support the ongoing customer experience.

To fully understand all applicable business processes and procedures relevant to the role.

To manage and prioritise your workload effectively in order to meet performance expectations.

To use the required systems to arrange and process insurance contracts.

To provide insurance products to our customers in a compliant manner in line with our regulations and company procedures.

Process payments in line with company standards for insurance contracts.

Maintain a consistently high level of quality in all your work in line with company compliance standards.

In addition to the knowledge and skills that have been identified for your role, you will also be required to undertake additional duties and tasks if asked to do so by your manager.

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