Account Broker

4 weeks ago

Edinburgh, United Kingdom Green Barks Search Ltd Full time

Purpose

To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expected to undertake additional appropriate tasks, as required from time to time, to fulfil the role as required.

Key Accountabilities

Financials & Reporting

Ensure that premiums are collected from clients in a reasonable timeframe by using diary systems and liaising with Account Executives where required.

Manage debtors. To aim to reduce debt over 90 days to minimal amounts working with team leaders and office managers to do this.

People

* Work with colleagues across all departments; Commercial, PCD both Personal Line and High Net Worth (HNW) and Credit

* Embrace the Group Client ethos and ensure that you are realistic about what you commit to; deliver on commitments and proactively update on progress

* Work collectively to the benefits of our Clients

* Offering best quotation provided by insurers

* Calculating and sending out renewals

* Setting up, issuing and sending out new policies

* Offering more flexible cover if needed by the client

* Processing mid-term alterations for clients when required

* Answering clients’ queries promptly

Processes

* Ensure computer records reflect accurately the agreed methodology including all client communication; telephone calls, emails

* Follow all processes in conjunction with Group Ops Director and compliance for Personal Lines and HNW areas

* Updating client’s records, quotations and new business enquiries

* Writing letters/ using the correct and agreed templates available

* Invoicing

* Maintaining a diary system

* Setting up new policies/clients

* Ensure renewal & MTA processes are timely and efficient.

Compliance

* Ensure TCF is embedded within your culture

* Ensure that as an employee you follow the Group Training and Competence Policy including your own CPD record and Training Plan

* Maintain an appropriate level of product knowledge

Quality of work output

* Ensuring renewal details are sent to the client before the renewal date

* Checking renewal documents from insurers and ensuring that the information is correct

* Using the computer, diary system and letters in line with procedures

* Following correct policies/procedures in order to pass compliance file audits

Corporate governance

Make sure that the following policies are adhered to:

Data security

Clear desk policy

Complaints Procedures

Complaints Flowchart

Financial Crime Policy - Included Anti Money Laundering

Financial Sanctions Procedures

Anti-Bribery & Corruption Policy - Includes Inducements

Conduct Risk Policy

Vulnerable Customers Policy

Financial Promotions & Approval Procedures

Fraud Policy

Bring Your Own Device Policy (BYOD)

Information Security Policy

GDPR Policies/Procedures

Liaison with Insurers/ Directors/Account Executives

* Maintaining ongoing dialogue and relationships with insurers to ensure information is provided to TLD as appropriate

* Provide support to Directors/Accounts Executives on individual/VIP cases

* Passing information given by clients to insurers accurately and promptly

* Ensuring the insurers use the best deal available for the client, or offer an alternative

Additional skills identified which are essential to perform this role effectively

Numeracy

Communication skills

Good working knowledge of Microsoft office products

Persuasion, influencing skills

Team working

Customer service

Time management - able to work to deadlines

Understanding and following processes and procedures

Good working knowledge of Acturis

  • Insurance Broker

    1 week ago

    Edinburgh, United Kingdom PP Associates Ltd Full time

    Purpose My client, a leading Insurance Brokers with offices based throughout the UK is seeking an experienced Insurance Broker / Senior Commercial Account Executive to join their high street branch in Edinburgh or Glasgow. (other locations available) As an Insurance Broker / Senior Commercial Account Executive, y ou will be a dynamic and...

  • Insurance Broker

    3 weeks ago

    Edinburgh, United Kingdom PP Associates Ltd Full time

    Purpose My client, a leading Insurance Brokers with offices based throughout the UK is seeking an experienced Insurance Broker /Senior CommercialAccount Executive to join their high street branch in Edinburgh or Glasgow. (other locations available) As an Insurance Broker / Senior CommercialAccount Executive, you will be a dynamic and experienced producing...

  • Insurance Broker

    2 weeks ago

    Edinburgh, United Kingdom PP Associates Ltd Full time

    Purpose My client, a leading Insurance Brokers with offices based throughout the UK is seeking an experienced Insurance Broker /Senior CommercialAccount Executive to join their high street branch in Edinburgh or Glasgow. (other locations available) As an Insurance Broker / Senior CommercialAccount Executive, you will be a dynamic and experienced producing...

  • Insurance Broker

    3 weeks ago

    Edinburgh, United Kingdom PP Associates Ltd Full time

    Purpose My client, a leading Insurance Brokers with offices based throughout the UK is seeking an experienced Insurance Broker /Senior CommercialAccount Executive to join their high street branch in Edinburgh or Glasgow. (other locations available) As an Insurance Broker / Senior CommercialAccount Executive, you will be a dynamic and experienced producing...

  • Insurance Broker

    1 week ago

    Edinburgh, United Kingdom PP Associates Ltd Full time

    Purpose My client, a leading Insurance Brokers with offices based throughout the UK is seeking an experienced Insurance Broker / Senior Commercial Account Executive to join their high street branch in Edinburgh or Glasgow. (other locations available) As an Insurance Broker / Senior Commercial Account Executive, y ou will be a dynamic and experienced...

  • Insurance Broker

    3 weeks ago

    Edinburgh, United Kingdom PP Associates Ltd Full time

    Purpose My client, a leading Insurance Brokers with offices based throughout the UK is seeking an experienced Insurance Broker / Senior Commercial Account Executive to join their high street branch in Edinburgh or Glasgow. (other locations available) As an Insurance Broker / Senior Commercial Account Executive, y ou will be a dynamic and experienced...

  • HOUSEHOLD INSURANCE BROKER

    2 weeks ago

    Edinburgh, United Kingdom PP Associates Ltd Full time

    My client, a leading Insurance Brokers with offices based throughout the UK is seeking an experienced Insurance Broker / Senior Commercial Account Executive to join their high street branch in Edinburgh or Glasgow. (As an Insurance Broker / Senior Commercial Account Executive, you will be a dynamic and experienced producing Commercial Insurance Broker to...

  • Insurance Broker

    1 week ago

    Edinburgh, United Kingdom PP Associates Ltd Full time

    Purpose My client, a leading Insurance Brokers with offices based throughout the UK is seeking an experienced Insurance Broker / Senior Commercial Account Executive to join their high street branch in Edinburgh or Glasgow. (other locations available) As an Insurance Broker / Senior Commercial Account Executive, you will be a dynamic and experienced...

  • Insurance Broker

    2 weeks ago

    Edinburgh, United Kingdom PP Associates Ltd Full time

    My client, a leading Insurance Brokers with offices based throughout the UK is seeking an experienced Insurance Broker / Senior Commercial Account Executive to join their high street branch in Edinburgh or Glasgow. (other locations available) As an Insurance Broker / Senior Commercial Account Executive, you will be a dynamic and experienced producing...

  • Senior Commercial Insurance Broker

    1 month ago

    Edinburgh, United Kingdom Lawes Insurance Recruitment Full time

    This truly independent insurance broker with a long history of providing commercial and personal insurance risk solutions is expanding in Edinburgh. With a focus on property owners, manufacturing, engineering, charity & care, construction, haulage, motor trade, professions and many more areas within commercial insurance, they have built a strong brand and...

  • Senior Commercial Insurance Broker

    1 month ago

    Edinburgh, United Kingdom Lawes Insurance Recruitment Full time

    This truly independent insurance broker with a long history of providing commercial and personal insurance risk solutions is expanding in Edinburgh. With a focus on property owners, manufacturing, engineering, charity & care, construction, haulage, motor trade, professions and many more areas within commercial insurance, they have built a strong brand and...

  • Head of Account Management

    1 month ago

    Edinburgh, United Kingdom Morningstar Full time

    **About the role**: Your role will incorporate building meaningful, trust-based, consultative relationships with existing and prospective clients. You will also be required to provide on-going relationship management for our existing clients. You will conduct regular meetings with clients both face-to-face and remotely in order to increase awareness of the...

  • Account Broker

    1 week ago

    Edinburgh, United Kingdom Green Barks Search Ltd Full time

    Purpose To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expected to undertake additional...

  • Commercial Insurance Account Broker

    3 days ago

    Edinburgh, United Kingdom Green Barks Search Full time

    Purpose Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas...

  • Hnw Private Clients Account Handler

    1 month ago

    Edinburgh, United Kingdom Nixon Allen Limited Full time

    Private Clients Account Handler required to join a very well respected insurance broker to join its High Net Worth Private Clients team due to growth. You will be responsible for developing and retaining a book book of Nigh Net Worth Private Clients book of business. A key part of this role will involve negotiating renewals and ensuring clients receive an...

  • Advisor Support

    1 month ago

    Edinburgh, United Kingdom Morningstar Full time

    **Advisor Support Executive - Wealth Platform** 12 Months Fixed-Term Contract **Location**:Edinburgh / Hybrid **About the role** The role is primarily focused on delivering world class service and support to our portfolio of global clients. **In this role you will** - Deliver day-to-day support for our clients in all areas of the proposition from...

  • Adviser Support Executive

    4 days ago

    Edinburgh, United Kingdom Morningstar Full time

    **J**ob Posting Title** - **Adviser Support Executive** **About the role** At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors’ needs. Our solutions pave the way for investors to achieve their goals with confidence. The Morningstar Wealth...

  • Insurance Broker

    3 weeks ago

    Edinburgh, United Kingdom Green Barks Search Full time

    Purpose To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expected to undertake additional...

  • Insurance Broker

    2 weeks ago

    Edinburgh, United Kingdom Green Barks Search Full time

    Job DescriptionPurpose To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expected to...

  • Insurance Broker

    2 weeks ago

    Edinburgh, United Kingdom Green Barks Search Full time

    Purpose Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined...