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For Companies At a Glance
- Tasks: Manage insurance policies, negotiate terms, and provide client advice.
- Company: Join Thomas Carroll Group plc, a leading insurance provider in the UK.
- Benefits: Enjoy a full-time role with a supportive team and opportunities for professional growth.
- Why this job: Be part of a dynamic team that values diversity and offers a chance to make an impact.
- Qualifications: Insurance experience is essential; Cert CII is a plus but not mandatory.
- Other info: Flexible locations across South/East/West Wales & Bristol/Hereford.
The predicted salary is between 30000 - 42000 £ per year.
Join to apply for the Account Broker – South/East/West Wales & Bristol/Hereford role at Thomas Carroll Group plc
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Join to apply for the Account Broker – South/East/West Wales & Bristol/Hereford role at Thomas Carroll Group plc
Main Responsibilities
Carrying out account broking tasks related to insurance policies, such as processing new policies, renewals, endorsements and cancellations, and in doing so, the successful applicant will:
- 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
Main Responsibilities
Carrying out account broking tasks related to insurance policies, such as processing new policies, renewals, endorsements and cancellations, and in doing so, the successful applicant will:
- 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
Skills & Job 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.
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
-
Industries
Insurance
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Account Broker - South/East/West Wales & Bristol/Hereford 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 - South/East/West Wales & Bristol/Hereford
✨Tip Number 1
Familiarise yourself with the insurance market in South/East/West Wales and Bristol/Hereford. Understanding local trends and key players can give you an edge when discussing policy terms and conditions during interviews.
✨Tip Number 2
Network with professionals in the insurance industry, especially those who work as brokers. Attend local events or join online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Brush up on your negotiation skills, as this role requires you to negotiate policy terms and premiums. Consider role-playing scenarios with a friend or mentor to practice articulating your points effectively.
✨Tip Number 4
Demonstrate your customer service skills by preparing examples of how you've successfully managed client relationships in the past. Be ready to discuss these experiences in detail during your interview.
We think you need these skills to ace Account Broker - South/East/West Wales & Bristol/Hereford
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Account Broker position. Understand the key responsibilities and required skills, such as processing insurance policies and maintaining client relationships.
Tailor Your CV: Customise your CV to highlight relevant experience in insurance and account management. Emphasise your organisational skills, attention to detail, and any customer service experience that aligns with the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to handle account broking tasks and your understanding of regulatory requirements.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Ensure that all information is accurate and presented professionally, as attention to detail is crucial in this role.
How to prepare for a job interview at Thomas Carroll Group plc
✨Know Your Insurance Basics
Make sure you brush up on your insurance knowledge, especially regarding policies, renewals, and endorsements. Being able to discuss these topics confidently will show that you're well-prepared and understand the core responsibilities of the Account Broker role.
✨Demonstrate Your Analytical Skills
Since the role involves reviewing market results and making recommendations, be ready to discuss how you've used analytical skills in past roles. Prepare examples where you've successfully analysed data to make informed decisions or recommendations.
✨Prepare for Client Interaction Scenarios
Expect questions about how you would handle client interactions, especially when providing advice on insurance products. Think of specific instances where you've built relationships with clients and how you ensured their needs were met.
✨Showcase Your Organisational Skills
The job requires strong organisational skills, so be prepared to discuss how you manage multiple tasks and deadlines. Share examples of how you've kept track of important documents and ensured accuracy in your work.
