Senior Broker

1 week ago


Edinburgh, Edinburgh, United Kingdom CLEGG GIFFORD Full time

Purpose

Key Responsibilities

  • Working in accordance with procedures, standards & guidelines set:
  • Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
  • Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client's demands and needs.
  • Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
  • Calculate New Business premiums in accordance with the specific carrier's risk appetite and guidelines or consult with insurers for all nondelegated authority business.
  • Ensure that telephone calls are answered & dealt with promptly & efficiently.
  • Maintain thorough and accurate records of all customer interactions.
  • Handle complaints in line with the current process
  • Required to be a referral point within the Branch for Trainees.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.

Product and Technical Knowledge

  • Required to understand the legal principles of insurance and insurance contracts including Clegg Gifford's obligations to insurers.
  • Required to understand technical knowledge of the Clegg Gifford product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.

Skills and Competencies

  • Competent in word, excel, outlook and internet
  • Excellent communication skills: written and oral
  • Ability to work alone and as part of a team
  • Positive cando attitude
  • Strong team ethic
  • Ability to manage time effectively and work under pressure
  • Good personal organisation skills
  • Good timekeeping and presentation of self and work
  • Strong negotiation and people skills
  • Articulate & Numerate
  • Work with a high degree of accuracy in all tasks
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA), Guernsey Financial Services Commission (GFSC) and Jersey Financial Services Commission (JFSC)

Experience

  • Must have 3 years minimum experience working within a broking or underwriting environment

Qualifications

  • Educated to GCSE level an advantage
  • Cert CII qualification an advantage

Job Types:
Full-time, Permanent

Benefits:

  • Company pension
  • Referral programme

Schedule:

  • Monday to Friday

Work Location:
One location
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