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For Companies At a Glance
- Tasks: Process insurance business and negotiate terms while providing excellent client service.
- Company: Join a leading insurance firm with a commitment to diversity and excellence.
- Benefits: Full-time hours, competitive salary, and opportunities for professional development.
- Why this job: Make a real impact in the insurance industry while building strong client relationships.
- Qualifications: Insurance experience and strong interpersonal skills are essential.
- Other info: Flexible locations available and a supportive team environment.
The predicted salary is between 28800 - 48000 £ per year.
Overview
2 weeks ago Be among the first 25 applicants
Responsibilities
- 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
- Cert CII desirable but not essential – ability to evidence continued professional development if not CertCII qualified
- Insurance experience essential
- Excellent interpersonal skills
- Detail oriented
- Strong organisational skills
- Excellent customer service
- An effective team player
Job Type & Working Hours
- Location: Various locations considered including Swansea/Newport/Hereford/Bristol/Caerphilly
- Full-time, 35 hours per week
- 9am to 5pm, Monday to Friday
- Salary dependent on experience
Other Information
Thomas Carroll Group PLC
Pendragon House, Crescent Road, Caerphilly CF83 1XX
contact@thomas-carroll.co.uk
02920 887733
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.
Employment details
- Employment type: Full-time
- Seniority level: Not Applicable
- Job function: Sales and Management
- Industries: Insurance
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Account Broker - Bristol employer: Thomas Carroll Group plc
Contact Detail:
Thomas Carroll Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Broker - Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know someone at Thomas Carroll. A friendly chat can sometimes lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in what they do and how you can contribute to their success.
✨Tip Number 3
Practice your negotiation skills! As an Account Broker, you'll need to demonstrate your ability to negotiate terms and conditions. Role-play with a friend or use online resources to sharpen those skills before your interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Account Broker - Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Account Broker role. Highlight your insurance experience and any relevant skills that match the job description. We want to see how you fit into our team!
Show Off Your Skills: Don’t be shy about showcasing your excellent interpersonal and organisational skills. Use specific examples from your past experiences to demonstrate how you've successfully managed client relationships or handled complex tasks.
Be Detail-Oriented: Since attention to detail is key in this role, double-check your application for any typos or errors. We appreciate candidates who take the time to ensure their documents are polished and professional.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Thomas Carroll Group plc
✨Know Your Stuff
Make sure you understand the insurance industry inside out. Brush up on key terms, regulations, and the specific products relevant to the role of an Account Broker. This will help you answer questions confidently and show that you're serious about the position.
✨Showcase Your Interpersonal Skills
As an Account Broker, you'll need to build strong relationships with clients and colleagues. Prepare examples from your past experiences where you've successfully navigated client interactions or resolved conflicts. This will demonstrate your excellent interpersonal skills.
✨Be Detail-Oriented
Attention to detail is crucial in this role. During the interview, highlight instances where your meticulous nature has led to successful outcomes, whether it was in processing documents or preparing reports. This will reassure them that you can handle the responsibilities effectively.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
