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Broker

i2i Recruitment

Cheltenham

On-site

GBP 40,000 - 55,000

Full time

30+ days ago

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Job summary

Join a dynamic broking team in Cheltenham, where you will serve as the primary contact for clients, guiding them from initial inquiries to policy placement. This role emphasizes strong customer service and effective negotiation skills, ensuring clients receive tailored insurance solutions. With a hybrid working option and a supportive environment, this is a fantastic opportunity to advance your career in the insurance sector. If you're ready to challenge the status quo and make a real impact, this role could be your next big step!

Benefits

Bonus of 10% of annual salary
Private Medical Insurance (PMI)
Death in service benefit

Qualifications

  • 3+ years of commercial insurance broking experience required.
  • Cert CII qualification is mandatory for applicants.

Responsibilities

  • Serve as the key contact for clients from initial prospect to policy placement.
  • Conduct quarterly reviews and manage mid-term adjustments.

Skills

Commercial insurance broking experience
Customer service focus
Negotiation skills
Client meeting confidence
Adaptability in product explanation
Creative problem-solving

Education

Cert CII Qualified

Tools

Acturis
Teams
Zoom

Job description

Broker Opportunity
One of our best clients!
Cheltenham
Loads of benefits!
Hybrid option
Bonus of 10% of annual salary in quarterly instalments.
PMI. Death in service
£40k-£55k depending on experience.

Role Description:
An exciting opportunity to work with some of the UK’s most exciting businesses and join a growing broking team.

The Broker role is an embodiment of our ethos. Rather than the typical Development Executive to Client, Client to Broker then handed over to an Account Executive to then deal alongside potentially another Broker/Handler, we feel our clients are served best dealing with one key contact: our Brokers.

You will receive enquiries from our Growth team, where it is expected for you to take clients at the initial prospect stage through to the policy being placed. That client will then be allocated for you to service by carrying out quarterly reviews, mid-term adjustments and renewal. A much simpler and satisfying way for our clients to be properly serviced and managed.

Ideal Candidate:

  1. Minimum commercial insurance broking experience of 3 years. The ideal candidate should be a 'Senior Handler/Advisor' who is looking towards or has had experience of an 'Account Executive' role.
  2. In-depth knowledge of key insurances - in particular: Public/Products & Employers liability, Material Damage, Business Interruption, Cyber & Professional Indemnity.
  3. Strong customer service focus with a firm belief in delivering the best for our clients.
  4. Confident in attending client meetings both virtually (Teams, Zoom) and in person.
  5. Effective negotiation skills utilised with insurers to get the best possible outcome for our clients.
  6. Experience in dealing with a varied array of clients, some of which are new to buying insurance and can adapt their explanation of products/services accordingly.
  7. Willingness to challenge the status quo and the ability to think “outside the box.”
  8. Minimum Cert CII Qualified.
  9. Acturis experience preferable.

Diversity and Inclusion:
Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.

We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.
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