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For Companies At a Glance
- Tasks: Manage insurance policies, negotiate terms, and provide client advice.
- Company: Join Thomas Carroll Group, a diverse and inclusive employer.
- 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 excellent interpersonal skills are essential.
- Other info: Flexible locations across South/East/West Wales and Bristol/Hereford.
The predicted salary is between 36000 - 60000 £ per year.
Main Responsibilities
- Carrying out account broking tasks related to insurance policies, such as processing new policies, renewals, endorsements and cancellations.
- 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 Skills & Job 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 is an Equal Opportunity Employer and is committed to excellence through diversity. Information from 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
Contact Detail:
Thomas Carroll Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Broker - South/East/West Wales & Bristol/Hereford in Caerphilly
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know about opportunities at Thomas Carroll. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of insurance policies and market trends. We want you to be able to discuss how you can effectively process new business and negotiate terms with confidence.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed client records or handled multiple tasks efficiently. This will demonstrate that you're detail-oriented and ready to tackle the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Thomas Carroll.
We think you need these skills to ace Account Broker - South/East/West Wales & Bristol/Hereford in Caerphilly
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 can bring value to our team!
Show Off Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that showcase your attention to detail, organisational skills, and customer service prowess. We love seeing how you’ve made a difference in previous roles.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Avoid jargon and make sure your points are easy to understand. We appreciate clarity and want to get to know you without sifting through unnecessary fluff!
Apply Through Our Website: We encourage you to submit your application directly 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 – just follow the prompts!
How to prepare for a job interview at Thomas Carroll
✨Know Your Insurance Stuff
Make sure you brush up on your insurance knowledge before the interview. Understand the key terms, policies, and regulations that are relevant to the role of an Account Broker. Being able to discuss these confidently will show that you're serious about the position.
✨Prepare for Role-Play Scenarios
Expect to be put in hypothetical situations where you might need to negotiate policy terms or handle client queries. Practise how you would approach these scenarios, focusing on your communication skills and problem-solving abilities. This will help you demonstrate your interpersonal skills effectively.
✨Showcase Your Organisational Skills
Since the job requires strong organisational skills, come prepared with examples of how you've managed multiple tasks or projects in the past. Be ready to explain your methods for keeping track of details and ensuring accuracy in documentation.
✨Build Rapport with Interviewers
Remember, this role is all about building relationships. During the interview, try to connect with your interviewers by being personable and engaging. Ask them questions about their experiences at the company, which can help create a positive atmosphere and show your interest in the team.