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Corporate Insurance Specialist

2 months ago


Leeds, Leeds, United Kingdom Romero Insurance Brokers Full time

Join Our Team at Romero Insurance Brokers

At Romero Insurance Brokers, we offer an exceptional opportunity to engage within the Financial Services industry. Our dedication to your professional growth and well-being is unwavering from day one. Our workplace features comprehensive wellness amenities, including therapeutic services, health assessments, and opportunities for community involvement, alongside vibrant social events that enhance our workplace culture.

About Us

As a proud member of the Assured Partners Group, we stand as one of the leading broking organizations globally. Our established presence in the UK market empowers us to provide outstanding service with an independent perspective, backed by the strength and resources of a global broker.

We are currently seeking talented individuals across various locations.

Why Choose Us?

We are recognized as a great workplace (just ask our team) and you will be welcomed into a supportive environment. You will benefit from the Romero Academy's training programs, mentorship from experienced colleagues, and access to a wealth of industry knowledge.

Our extensive Wellbeing program, competitive pension plan, and generous holiday policy, starting at 23 days plus bank holidays, are just a few of the benefits we offer. Additionally, you will have access to a UK healthcare Cashplan scheme and flexible holiday options.

Your Role

In this position, you will collaborate closely with our Account Directors and Executives to manage a portfolio of corporate clients. As the primary contact for client inquiries regarding coverage, adjustments, and additional insurance quotes, you will play a vital role in meeting their needs effectively. You will also engage with the market on behalf of your clients and conduct face-to-face meetings as necessary.

Key Responsibilities

  • Manage Commercial Accounts effectively;
  • Negotiate with insurers to secure optimal insurance solutions for clients;
  • Engage with the market in line with our broking strategy;
  • Establish and maintain professional relationships;
  • Provide guidance on existing products and promote additional services;
  • Respond promptly and accurately to client inquiries;
  • Prepare and distribute proposals and policy documents;
  • Handle mid-term adjustments, renewals, and new business quotes;
  • Stay informed about market trends and developments;
  • Develop in-depth knowledge of our product offerings;
  • Maintain compliance with FCA regulations;
  • Complete all administrative tasks in accordance with company procedures;
  • Ensure fair treatment of customers by assessing their specific needs.

Performance Indicators

  • Quality of advice and product knowledge;
  • Adherence to company procedures;
  • Management of complaints and resolution processes;
  • Innovation and problem-solving capabilities;
  • Quality of client documentation and records;
  • Clarity and completeness of paperwork;
  • Responsiveness to client and internal inquiries;
  • Maintenance of service standards.

Qualifications and Skills

  • Experience in Commercial Insurance;
  • Strong communication skills and a professional telephone manner;
  • Interest in career advancement within the insurance sector;
  • Detail-oriented and committed work ethic;
  • Excellent organizational and time management skills;
  • Ability to thrive under pressure and meet deadlines;
  • Team-oriented mindset.