Account Broker - South​/East​/West Wales

Join to apply for the Account Broker - South/East/West Wales & Bristol/Hereford role at Thomas Carroll Group plc

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Join to apply for the Account Broker - South/East/West Wales & Bristol/Hereford role at Thomas Carroll Group plc

Main Responsibilities

Carrying out account broking tasks related to insurance policies, such as processing new policies, renewals, endorsements and cancellations, and in doing so, the successful applicant will:

• Process new business, renewal and mid-term adjustments efficiently, effectively and in accordance with the clients instructions, adhering to regulatory requirements and company procedures
• Preparation of presentations and submissions to insurers, placement team and suppliers
• Negotiate policy terms, conditions, premium and income
• Review market results, analyse information gathered and undertake sufficient research, to make suitable insurer and product recommendations and demonstrate competency by explaining the extent of cover
• Production and presentation of client reports for new business quotation and renewal terms
• Provide advice to clients and prospects on an ongoing basis in respect of current insurance policies and additional insurance products for consideration
• Arrange cover to comply with the client instructions
• Process new business, renewal and mid-term adjustments efficiently, effectively and in accordance with FCA and Thomas, Carroll procedures
• Check all documentation for accuracy
• Review information and reports as necessary, ensuring that the appropriate action is taken
• Debt management work to ensure premiums and fees are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debts
• Assist with any accounting queries and settlement of accounts
• Maintain accurate client and prospect records
• Build good working relationships with internal and external clients

• Process new business, renewal and mid-term adjustments efficiently, effectively and in accordance with the clients instructions, adhering to regulatory requirements and company procedures
• Preparation of presentations and submissions to insurers, placement team and suppliers
• Negotiate policy terms, conditions, premium and income
• Review market results, analyse information gathered and undertake sufficient research, to make suitable insurer and product recommendations and demonstrate competency by explaining the extent of cover
• Production and presentation of client reports for new business quotation and renewal terms
• Provide advice to clients and prospects on an ongoing basis in respect of current insurance policies and additional insurance products for consideration
• Arrange cover to comply with the client instructions
• Process new business, renewal and mid-term adjustments efficiently, effectively and in accordance with FCA and Thomas, Carroll procedures
• Check all documentation for accuracy
• Review information and reports as necessary, ensuring that the appropriate action is taken
• Debt management work to ensure premiums and fees are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debts
• Assist with any accounting queries and settlement of accounts
• Maintain accurate client and prospect records
• Build good working relationships with internal and external clients

• Cert CII desirable but not essential - ability to evidence continued professional development if not CertCII qualified
• Insurance experience essential
• Excellent interpersonal skills
• Detail oriented
• Strong organisational skills
• Excellent customer service
• An effective team player

• Location:
  
  Various locations considered including Swansea/Newport/Hereford/Bristol/Caerphilly
• Full-time, 35 hours per week
• 9am to 5pm, Monday to Friday.
• Salary dependent on experience

• Pendragon House, Crescent Road, Caerphilly…