Expert in Private Client Insurance Solutions

7 days ago


Birmingham, Birmingham, United Kingdom Brown & Brown Europe Full time
Key Responsibilities
  • Service designated clients of Berkeley Insurance Group UK Ltd, ensuring they are retained and the Company's income is maintained/developed.
  • Work closely with Account Executives and Directors to provide the highest standard service to customers.
  • Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work and hand over to relevant Account Executive/Director (if an allocated case).
  • Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
  • Give instructions to insurers.
  • Ensure mid-term adjustments and declarations are processed and records updated.
  • Handle the invoicing of all premiums due.
  • Check all documentation (i.e. policies and endorsements) for accuracy prior to sending to client.
  • Obtain quotations for any relevant new policies/renewals.
  • Maintain effective credit control on allocated cases.
  • Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated.
  • Be aware of market conditions and the strengths and weaknesses of competitors.
  • Visits to customers where agreed with the Account Executive.
  • Monitor trends, analyse results and prepare feedback to senior staff.
  • Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience.


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