Private Client 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

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