At a Glance
- Tasks: Support clients with insurance placements and build strong relationships.
- Company: Join Thomas Carroll, a company that values expertise and collaboration.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Opportunity for continuous learning and growth in the insurance industry.
- Why this job: Make a real impact while developing your career in a dynamic environment.
- Qualifications: Insurance experience and strong relationship-building skills are essential.
The predicted salary is between 27000 - 30000 £ per year.
At Thomas Carroll Employee Benefits, we pride ourselves on delivering outstanding advice, service and solutions to our clients.
As part of our continued growth, we are looking for a talented and motivated
Employee Benefits Client Broker to join our team.
This is an exciting opportunity for an insurance professional who enjoys building strong relationships, delivering excellent client outcomes and working collaboratively in a high-performing environment.
You'll play a key role in supporting the placement and servicing of risks, contributing to renewals and new business opportunities while ensuring clients receive a responsive, reliable and professional service.
The Role
As an Employee Benefits Client Broker, you will work closely with clients, insurers and colleagues to provide technical broking support and help deliver exceptional client experiences.
Your responsibilities will include
- Supporting the placement of risks with insurers and service providers.
- Preparing market submissions, presentations and supporting documentation.
- Negotiating policy terms, conditions and premiums.
- Producing client reports for new business and renewal terms.
- Arranging insurance cover in line with client instructions.
- Managing renewals, mid-term adjustments and new business administration.
- Maintaining accurate client records and ensuring documentation is issued correctly.
- Supporting debt management and financial administration activities.
- Identifying opportunities for cross-selling and introducing clients to wider group services.
- Building and maintaining strong relationships with clients, insurers and business partners.
What We're Looking For
We are seeking an individual who combines technical insurance knowledge with excellent relationship-building skills and a proactive approach to client service.
Desirable Experience & Qualifications
Insurance industry experience in a broking, account handling or client service environment.
- Experience supporting client accounts, renewals and insurance placements.
- Good understanding of insurance products, policy wordings and market practices.
- Strong administrative and organisational skills with excellent attention to detail.
- Experience working within FCA-regulated environments and adhering to compliance requirements.
- Strong communication and stakeholder management skills.
- Progress towards or commitment to achieving professional insurance qualifications (Cert CII).
- Experience contributing to business development, retention and growth activities.
- Knowledge of Employee Benefits markets
- Personal Attributes
The successful candidate will demonstrate
- A client-focused mindset with a passion for delivering excellent service.
- Strong relationship-building and communication skills.
- A collaborative approach and willingness to support colleagues.
- High levels of accuracy and attention to detail.
- Proactive problem-solving abilities and a positive attitude.
- The ability to manage competing priorities in a fast-paced environment.
- A commitment to continuous learning and professional development.
- Ownership, accountability and a strong work ethic.
- What Success Looks Like
In this role, you'll be someone who
- Builds trusted relationships with clients and insurer partners.
- Supports client retention and contributes to portfolio growth.
- Delivers work accurately and efficiently with minimal supervision.
- Identifies opportunities to improve client outcomes and business performance.
- Continues to develop technical expertise and industry knowledge.
- Plays an active role in maintaining a positive, supportive team culture.
Location
Caerphilly
Type
Full-Time, Permanent
Salary
£27,000 to £30,000 per annum, depending on experience and qualifications.
Why Join Thomas Carroll?
You'll be joining a business that values expertise, collaboration and client advocacy.
We invest in our people, support professional development and foster an environment where individuals are empowered to contribute, grow and succeed.
If you're looking for a role where you can develop your career, build meaningful client relationships and make a real impact, we'd love to hear from you.
Employee Benefits Client Broker in Caerphilly employer: Thomas Carroll
At Thomas Carroll Employee Benefits, we are committed to creating a dynamic and supportive work environment where our employees can thrive. Located in Caerphilly, we offer competitive salaries, opportunities for professional development, and a culture that prioritises collaboration and client advocacy. Join us to build meaningful relationships and make a significant impact in the insurance industry while enjoying a fulfilling career path.
StudySmarter Expert Advice🤫
We think this is how you could land Employee Benefits Client Broker 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). 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. 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 Employee Benefits Client Broker 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.
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. 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
✨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 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, 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'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.
