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Account Broker - South/East/West Wales & Bristol/Hereford

Company

Thomas Carroll

Location

Caerphilly, United Kingdom

Type

Permanent, Full-time

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 curre...

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