Employee Benefits Client Broker

Hollybank Trustees Ltd; Caerphilly; Hybrid; GBP 27,000 - 30,000; Full time

Job summary

Thomas Carroll in Caerphilly is seeking an experienced Employee Benefits Client Broker to support the placement and servicing of risks for corporate clients. The role focuses on delivering accurate market submissions, negotiating terms and managing renewals with insurers.

You will build lasting client relationships, provide proactive broking support and contribute to cross-selling wider group services while ensuring compliant and high-quality client outcomes.

Qualifications

• Insurance industry experience in broking, account handling or client service.
• Experience supporting client accounts, renewals and insurance placements.
• Good understanding of insurance products, policy wordings and market practices.
• Strong administrative and organisational skills with excellent attention to detail.
• Experience working within FCA-regulated environments and adhering to compliance requirements.
• Strong communication and stakeholder management skills.
• Progress towards or commitment to achieving professional insurance qualifications (Cert CII).
• Experience contributing to business development, retention and growth activities.
• Knowledge of Employee Benefits markets.

Responsibilities

• Supporting the placement of risks with insurers and service providers.
• Preparing market submissions, presentations and supporting documentation.
• Negotiating policy terms, conditions and premiums.
• Producing client reports for new business and renewal terms.
• Arranging insurance cover in line with client instructions.
• Managing renewals, mid-term adjustments and new business administration.
• Maintaining accurate client records and ensuring documentation is issued correctly.
• Supporting debt management and financial administration activities.
• Identifying opportunities for cross-selling and introducing clients to wider group services.
• Building and maintaining strong relationships with clients, insurers and business partners.

Skills

Insurance industry experience

Client accounts support

Policy wordings understanding

Administrative skills

FCA compliance experience

Communication and stakeholder mgmt

Cert CII pursuit

Business development experience

Employee Benefits knowledge

Job description

Location: Hybrid / Caerphilly, UK
job type: Permanent / Full-time
Sector and subsector: Insurance | General Insurance
Salary: Negotiable salary

At Thomas Carroll Employee Benefits, we pride ourselves on delivering outstanding advice, service and solutions to our clients. As part of our continued growth, we are looking for a talented and motivated Employee Benefits Client Broker to join our team.

This is an exciting opportunity for an insurance professional who enjoys building strong relationships, delivering excellent client outcomes and working collaboratively in a high-performing environment. You'll play a key role in supporting the placement and servicing of risks, contributing to renewals and new business opportunities while ensuring clients receive a responsive, reliable and professional service.

The Role

As an Employee Benefits Client Broker, you will work closely with clients, insurers and colleagues to provide technical broking support and help deliver exceptional client experiences. Your responsibilities will include:

• Supporting the placement of risks with insurers and service providers.
• Preparing market submissions, presentations and supporting documentation.
• Negotiating policy terms, conditions and premiums.
• Producing client reports for new business and renewal terms.
• Arranging insurance cover in line with client instructions.
• Managing renewals, mid-term adjustments and new business administration.
• Maintaining accurate client records and ensuring documentation is issued correctly.
• Supporting debt management and financial administration activities.
• Identifying opportunities for cross-selling and introducing clients to wider group services.
• Building and maintaining strong relationships with clients, insurers and business partners.

What We're Looking For

We are seeking an individual who combines technical insurance knowledge with excellent relationship-building skills and a proactive approach to client service.

Desirable Experience & Qualifications

• Insurance industry experience in a broking, account handling or client service environment.
• Experience supporting client accounts, renewals and insurance placements.
• Good understanding of insurance products, policy wordings and market practices.
• Strong administrative and organisational skills with excellent attention to detail.
• Experience working within FCA-regulated environments and adhering to compliance requirements.
• Strong communication and stakeholder management skills.
• Progress towards or commitment to achieving professional insurance qualifications (Cert CII).
• Experience contributing to business development, retention and growth activities.
• Knowledge of Employee Benefits markets

Personal Attributes

The successful candidate will demonstrate:

• A client-focused mindset with a passion for delivering excellent service.
• Strong relationship-building and communication skills.
• A collaborative approach and willingness to support colleagues.
• High levels of accuracy and attention to detail.
• Proactive problem-solving abilities and a positive attitude.
• The ability to manage competing priorities in a fast-paced environment.
• A commitment to continuous learning and professional development.
• Ownership, accountability and a strong work ethic.

What Success Looks Like

In this role, you'll be someone who:

• Builds trusted relationships with clients and insurer partners.
• Supports client retention and contributes to portfolio growth.
• Delivers work accurately and efficiently with minimal supervision.
• Identifies opportunities to improve client outcomes and business performance.
• Continues to develop technical expertise and industry knowledge.
• Plays an active role in maintaining a positive, supportive team culture.

Location: Caerphilly

Type: Full-Time, Permanent

Salary: £27,000 to £30,000 per annum, depending on experience and qualifications.

Why Join Thomas Carroll?

You'll be joining a business that values expertise, collaboration and client advocacy. We invest in our people, support professional development and foster an environment where individuals are empowered to contribute, grow and succeed.

If you're looking for a role where you can develop your career, build meaningful client relationships and make a real impact, we'd love to hear from you.

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