Insurance Broker

1 day ago


Cheltenham, Gloucestershire, United Kingdom Howden Group Holdings Full time
Account Broker Job Description

At Howden Group Holdings, we're on the hunt for a talented Account Broker to join our team. As an Account Broker, you'll play a crucial role in delivering exceptional service to our clients, ensuring their needs are met through suitable cover and pricing.

Key Responsibilities:
  • Assist in achieving client retention targets by providing an outstanding level of service.
  • Liaise effectively with the Account Executive to develop a strategy for renewal, attend client meetings as necessary, and action meeting points.
  • Obtain renewal terms and present them to clients.
  • Produce and issue professional summaries and reports using Howden templates.
  • Issue renewal documentation in line with contract certainty.
  • Ensure premiums are collected prior to the commencement of cover and in accordance with Howden procedures.
  • Prioritize and handle all work promptly and accurately.
  • Handle all queries, whether written or by telephone, in a professional manner and process them effectively in line with service standards.
  • Record all relevant information, correspondence, and documentation on Acturis and make effective use of the diary system.
  • Produce accurate and professional documentation at all times using relevant Howden templates.
  • Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
  • Refer all queries that fall outside your own experience, knowledge, and authority to senior staff.
  • Liaise with and assist other branches and Group Resources as necessary.
Requirements:
  • Working knowledge of all main classes of general insurance and the CII's Code of Ethics and GDPR.
  • Minimum of 5 years' experience in providing specialist advice in the insurance market.
  • Responsibility for own personal development and for keeping own knowledge up to date by the use of e-learning, in-house courses, and studying for professional qualifications in order to gain any required CPD points.
Our Culture:

We're a people-first business, driven by our values of employee ownership, aligned external investors, trust and integrity born of friendship, expertise, and independence. Our flat structure and entrepreneurial spirit empower our team members to be the best version of themselves, and we're committed to creating a culture of collaboration and innovation.

We're an equal opportunities employer, and we welcome applications from diverse candidates. If you're passionate about delivering exceptional service and have a strong background in insurance, we'd love to hear from you.


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