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Account Broker

2 months ago

Caerphilly, United Kingdom Thomas Carroll Full time

Who We Are:

Founded in 1972, Thomas Carroll Group plc is one of the biggest employee-owned companies in Wales.

We provide a breadth of professional services for businesses and individuals, including business and personal insurance broking, employee benefits, wealth management, health & safety and employment law consultancy.


Over the years we have moved closer to our clients, opening local offices in Swansea, Pembrokeshire, Hereford, Newport and London in addition to our headquarters in Caerphilly, near Cardiff.

Our people and the relationships we build with our clients are our differentiating strengths.

In an industry where companies are increasingly sold or acquired by larger companies, we remain fiercely independent to ensure that we have a long-term succession plan in place for our employees and can always offer our clients the best help and advice available.


In December 2023, Thomas Carroll Group turned all 181 of our employees into co-owners of the company, made possible through the establishment of an Employee Ownership Trust (EOT).

This move cemented our commitment to maintain our independence, increase employee engagement, and continuously invent and innovate to remain an industry leader.


The communities in which we operate and the environment that surrounds us are at the heart of what we do, from the formation of our 'green team' tasked with reducing our carbon footprint to the launch of the Thomas Carroll Charitable Trust in 2019, that was set up to support individuals, smaller charities and other community initiatives in our local areas.


Position:

**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 current insurance policies and additional insurance products for consideration
  • Arrange cover to comply with the client instructions
  • Process new business, renewal and midterm adjustments efficiently, effectively and in accordance with FCA and Thomas, Carroll procedures
  • 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

  • Professional exams to be undertaken, Certificate in Insurance or higher desirable.
  • Insurance experience essential
  • Excellent interpersonal skills
  • Detail oriented
  • Strong organisational skills
  • Excellent customer service
  • An effective team player
**Job Type & Working Hours

  • Fulltime, 35 hours per week
  • 9am to 5pm, Monday to Friday, including paid lunch break for one hour
  • Salary starting from £30,000 depending on experience

Other information:

Thomas Carroll Group PLC

a. Pendragon House, Crescent Road, Caerphilly CF83 1XX

t.

Thomas Carroll are an Equal Opportunity Employer and are committed to excellence through diversity.

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.