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

Thomas Carroll; Caerphilly; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services organization in Caerphilly seeks a full-time Account Broker to handle insurance policies including processing new business, renewals, and endorsements. The ideal candidate should have significant insurance experience, excellent interpersonal skills, and be detail-oriented. This role operates Monday to Friday from 9am to 5pm, offering a competitive salary based on experience.

Qualifications

• Experience in processing new policies, renewals, endorsements and cancellations.
• Ability to evidence continued professional development if not Cert CII qualified.

Responsibilities

• Carry out account broking tasks related to insurance policies.
• Negotiate policy terms, conditions, premium and income.
• Provide advice to clients and prospects on insurance products.

Skills

Insurance experience

Excellent interpersonal skills

Detail oriented

Strong organisational skills

Excellent customer service

Effective team player

Education

Cert CII (desirable)

Job description

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

a. Pendragon House, Crescent Road, Caerphilly CF83 1XX

e. [e-mail]

t. 02920 887733

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

Information from application may be processed for purposes permitted under the General Data Protection Regulation. Individuals have, on written request, the right of access to personal data held about them.

The organisation treats personal data collected during the recruitment process in accordance with its data protection policy. Information about how your data is used and the basis for processing your data is provided in the organisation's job applicant privacy notice.