Broking Administrator

We are currently looking to recruit a Broking Administrator to join our Personal Lines team in Caerphilly. Personal lines experience is preferred but not essential as training will be provided.

With exciting growth plans, we want to strengthen our team and are seeking individuals who will share our commitment to deliver business excellence.

Our award-winning group is committed to the development and well-being of our employees. We believe in a trusting partnership in return for rewards of a favourable employee benefits package, the offer of a share in the group, training and development schemes and financial assistance with qualifications.

**Employees must support the company business plan, mission statement, values and goals**

**Summary of main responsibilities and activities**:

- Process client renewals, new business and mid-term adjustments efficiently, effectively and in accordance with the FCA and Thomas, Carroll procedures
- Check all documentation for accuracy before issuing to clients or appropriate parties and highlight any changes to the clients.
- Review management information and reports as necessary, ensuring that the appropriate action is taken
- General administration to assist the broking teams including but not limited to printing, binding and electronic filing
- Carry out switchboard and reception duties when required and in doing so:

- Be the first point of contact to office visitor
- Ensure all visitors are signed in and out of the building
- Manage the distribution of incoming telephone calls having
established the caller’s requirements
- Answer incoming telephone calls within set service standards
- Take and relay telephone messages as required by callers
- Maintain an accurate log of the whereabouts of all employees
- Maintain accurate client and prospect records
- Build good working relationships with insurers, clients and prospects
- Assist colleagues in the completion of their duties
- Direct leads to other companies within the Thomas, Carroll Group
- Undertake and participate in work related projects as requested

**Job Types**: Full-time, Permanent

**Salary**: £22,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Life insurance
- Profit sharing
- Referral programme
- Sick pay
- Store discount
- Wellness programme

Schedule:

- 8 hour shift
- Monday to Friday

Work Location: One location

Expected start date: 06/03/2023