Account Broker Role
4 days ago
We are seeking an experienced Account Broker to join our team in Cheltenham. The ideal candidate will have a minimum of 5 years' experience in providing specialist advice in the insurance market.
The successful candidate will be responsible for delivering an excellent and comprehensive service to clients, ensuring their needs are best satisfied through suitable cover and pricing.
The role involves assisting in achieving Group/Division client retention targets, liaising with the Account Executive, and obtaining renewal terms. Additionally, you will produce professional summaries and reports, issue renewal documentation, and collect premiums prior to the commencement of cover.
Key Responsibilities:
- Assist in achieving Group/Division client retention targets
- Liaise effectively with the Account Executive
- Obtain renewal terms and present to client
- Produce and issue professional summaries and reports
- Issue renewal documentation in line with contract certainty
- Collections premiums prior to the commencement of cover
- Prioritise and handle all work promptly and accurately
- Handle all queries in a professional manner and process effectively
- Record all relevant information on Acturis and make effective use of the diary system
Requirements:
- Minimum of 5 years' experience in providing specialist advice in the insurance market
- Working knowledge of all main classes of general insurance and CII's Code of Ethics and GDPR
- GCSE Maths and English (or equivalent)
- Cert CII (desirable for this role)
Estimated Salary Range: £40,000 - £60,000 per annum.
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