Training & Development
Once you have appointed Rock Insurance and secured a preferred start date, we would look to proactively manage your account from day one. To ensure this is achieved, the following steps are followed:
- Your account is handed over from the New Business team
- An Account Director reviews set-up requirements of your account
- A day-to-day Account Manager is allocated
- An internal communication meeting is arranged and attended by all stakeholders including Account Manager, Finance and Training & Technology to ensure delivery of timelines
- Initial meeting agreed with you to agree implementation and understand who your key personnel are
- Meeting with your key personnel to understand their specific requirements
- Internal staff re-briefed
- Documents created to manage your account
- Technology set up (if required)
- Training requirements completed with you
- Account goes live
- Ongoing account management continues, to ensure development of your account
All training and development embraces the FSA requirements to Treat Customers Fairly (TCF). All of our customers are provided with clear information and are kept appropriately informed before, during, and after the point of sale.
These services are continually monitored to ensure that all areas of our business are compliant. By operating in this way, all procedures are fully documented and controlled ensuring that there is a consistent approach to training of staff and, ultimately, the management of your account.
