Account Broker - South/East/West Wales & Bristol/Hereford

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
  
  

Requirements

Skills & Job Requirements

• 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

Job Type & Working Hours

• 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
  
  

Other Information

Thomas Carroll Group PLC

• Pendragon House, Crescent Road, Caerphilly CF83 1XX
• contact@thomas-carroll.co.uk
• 02920 887733
  
  

Thomas Carroll are an Equal Opportunity Employer and are committed to excellence through diversity.

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