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Broker support consultant

Permanent
Page Personnel
Support consultant
Posted: 21h ago
Offer description

1. Completion of or working towards Cert CII
2. experience in broking/insurer environment, or in a customer driven environment

About Our Client

The company is a small-sized organisation within the financial services sector, focusing on insurance. They are committed to delivering excellent services and ensuring operational efficiency.

Job Description

* Ensuring that the different broker businesses have their queries & requests for help answered quickly & professionally, with a full focus on customer service & satisfaction.* Full ownership of brokers allocated to them with a "can do" approach to support day to day queries wherever these arise, by either resolving personally or escalating internally to the dedicated area.* Responsibility for retaining a panel of Brokers & ensuring any internal systems are updated accordingly with relevant activity.* The arranging of regular meetings with your allocated brokers, whether virtually, telephone or face to face if travel warranted.* Supporting the broker & being the 'go-to' for a whole host of queries with aim of being a "critical friend" to the broker.* Involvement in the onboarding process as directed.* Working closely with other team members and teams within the business to build relationships internally to deliver excellence.* Keep updated with the latest information regarding compliance, aged debts, or other needs so support can be provided with any development/training needs. Broker Support Consultant - January 2026 V5* Occasional insurer or Third Party Service Providers engagement to promote insurers/service providers to brokers & assist with placement needs or support for any bespoke scheme requirements.* A proactive approach in understanding the needs of the brokers to support, training / development, & provide suitable solutions.* Actively being open to attracting potential new prospects & referring them internally. * Any additional tasks as agreed by the business or line manager.

The Successful Applicant

A successful Business Support Consultant should have:

3. Completion of or working towards Cert CII
4. Computer literate (MS Word, MS Excel, & MS Power Point)
5. Minimum of 4 years' experience in broking/insurer environment, or in a customer driven environment.
6. Strong customer service skills * Knowledge of Acturis, broking & Insurer processes
7. Personal & Commercial Lines experience/knowledge
8. Technical experience of broking for all product lines & with a strong customer focus
9. Strong administration skills and paying attention to being detailed and specific
10. Ideal but willingness to train/build Insurance expertise/commence Cert CII accreditation

What's on Offer

11. A competitive salary ranging from £25,200 to £28000 per annum.
12. A permanent role in the financial services industry, with a focus on insurance.
13. Remote working with occasional travel
14. Potential for career development within the organisation.

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