Account Broker - West Region

Thomas Carroll; Swansea; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading insurance brokerage firm is seeking a full-time account broker. The role involves processing insurance policies, negotiating terms, and advising clients on coverage. With a commitment to client service, the successful applicant will play a vital role in managing client relationships and ensuring compliance with regulatory standards.

Qualifications

• Ability to evidence continued professional development if not Cert CII qualified.
• Skills in negotiation and policy management.
• Detail-oriented with strong organization.

Responsibilities

• Process new business, renewals, and mid-term adjustments effectively.
• Negotiate policy terms and conditions.
• Provide ongoing advice to clients regarding their insurance needs.

Skills

Excellent interpersonal skills

Detail oriented

Strong organisational skills

An effective team player

Education

Cert CII desirable

Job description

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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
• Excellent interpersonal skills
• Detail oriented
• Strong organisational skills
• An effective team player

Job Type & Working Hours

• 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

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

Information from this 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.