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Insurance Broker

2 months ago

Cheltenham, Gloucestershire, United Kingdom Howden Insurance Brokers Ltd Full time
About the Role

We are seeking a highly skilled Client Broker to join our team at Howden Insurance Brokers Ltd. As a Client Broker, you will play a crucial role in delivering an exceptional service to our clients, providing them with tailored insurance solutions that meet their unique needs.

Key Responsibilities
  • Assist in achieving client retention targets by providing an outstanding level of service.
  • Liaise effectively with the Account Executive to ensure a suitable strategy for renewal, attend client meetings as necessary, and action meeting points (if applicable).
  • Obtain renewal terms and present to the client.
  • 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 line 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 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 the main classes of general insurance and the CII's Code of Ethics and GDPR.
  • Minimum of 3 years' experience in providing specialist advice in the insurance market.
What We Offer

We offer a career that you define, with a focus on diversity and inclusion. Our values are centered around being brave, supporting each other, and making a positive difference at work and beyond. We are committed to providing reasonable accommodations to ensure that our positions align well with your needs.