At a Glance
- Tasks: Process insurance business and negotiate terms while providing excellent client service.
- Company: Join Thomas Carroll, a diverse and inclusive employer committed to excellence.
- Benefits: Full-time hours with competitive salary and opportunities for professional development.
- Other info: Flexible locations across South/East/West Wales and Bristol/Hereford.
- 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.
The predicted salary is between 30000 - 40000 £ per year.
Main 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.
- 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 Cert CII 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.
Account Broker - South/East/West Wales & Bristol/Hereford in Caerphilly employer: Thomas Carroll Group plc
At Thomas Carroll, we pride ourselves on being an excellent employer, offering a supportive work culture that values diversity and professional growth. Our team members enjoy comprehensive training opportunities, competitive salaries, and the chance to build meaningful relationships with clients across South/East/West Wales and Bristol/Hereford. Join us to be part of a dynamic environment where your contributions are recognised and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Account Broker - South/East/West Wales & Bristol/Hereford in Caerphilly
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Thomas Carroll Group plc). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Thomas Carroll Group plc. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Account Broker - South/East/West Wales & Bristol/Hereford in Caerphilly
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Thomas Carroll Group plc.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Thomas Carroll Group plc. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Thomas Carroll Group plc
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Thomas Carroll Group plc to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Thomas Carroll Group plc, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Thomas Carroll Group plc's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
