Position
Summary of main responsibilities and activities:
* Development and growth of an account of clients to predetermined targets
* Interaction with prospects and clients to collect and collate information in respect of new business enquiries, renewals and mid-term adjustments
* Preparation of presentations and submissions to insurers and suppliers
* Overseeing the broking of risks to insurers 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 new business quotation and renewal terms
* Conduct periodic reviews with clients to review their needs
* Attendance at insurer survey, meetings with loss adjuster or other service providers to manage the client account
* 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 before issuing to clients or appropriate parties
* Review management 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 the Finance Team with any accounting queries, the allocation of cash received and settlement of accounts
* Maintain accurate client and prospect records
* Build good working relationships with insurers, clients and prospects
* Advise line manager of any current, potential or perceived problems with insurer markets or service providers
* Assist colleagues in the completion of their duties
* Direct leads to other companies within the Thomas, Carroll Group
* Undertake and participate in work related projects as requested
Requirements
Skills and Job Requirements:
* Preferably with minimum of 3 years commercial insurance experience
* Cert CII qualified (or working towards)
* Strong organisation skills
* Excellent customer service skills
* Able to develop and grow an existing account of clients