Insurance Broker Associate

1 week ago


Poole, Poole, United Kingdom Heat Recruitment Ltd Full time

Heat Recruitment Ltd is seeking an Insurance Broker Associate to work in the Poole area. This role offers a salary of approximately £35,000 - £45,000 per annum.

About the Role

The successful candidate will be responsible for managing client accounts, building relationships with clients and insurers, and identifying opportunities for growth. The ideal candidate will have experience in a broking environment and possess strong organizational skills, IT proficiency, and effective time management.

Responsibilities:
  • Support Account Executives in managing client accounts, including renewals and re-brokering as required
  • Act as the primary point of contact for clients, handling day-to-day queries and providing exceptional customer service
  • Maintain a diary system, ensuring timely follow-up on outstanding documentation, premium payments, and continuation cover
Requirements:
  • Insurance experience gained in a broking environment
  • Strong organizational and time management skills
  • Proficient in using IT systems and Microsoft packages, including Word, Excel, PowerPoint, and Outlook


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