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Insurance Broker

Posted 31 January by Boxtree Recruitment Ended

Boxtree Recruitment are working with an extremely successful and established insurance brokers based in Newport.

We are urgently recruiting for a Insurance Broker (Account Handler) to join an experienced team to account handle, maintain and assist the Commercial Account Executives in retention of important general insurance business clients.

Insurance Broker Responsibility

  • Handling existing client’s renewals
  • Ensuring conversion of new requests for quotations to clients
  • Working with insurers and account executives within the office securing MTA’s and renewal terms.
  • To operate in accordance with FCA and company agreed processes
  • To review and provide technical advice and opinion on Clients’ and Prospects’ insurance programmes
  • To put together Client quotations and issue them on email
  • Client business retention by efficient and prompt handling of all matters, day to day enquiries and renewals.
  • Review insurer placements to ensure that best advice is offered at all times
  • Offer appropriate premium payment options
  • Maintain and increase profit from existing client bank as evidenced by retention rates and commission
  • Develop strong relationships with key suppliers

Insurance Broker Skills

  • Problem Solving / Self-Motivated / Excellent communication skills
  • Good organisational skills to ensure that company processes and procedures are put in place
  • Achieving results
  • Communicating, influencing and relationship building
  • Forward planning
  • Team Working
  • Customer Service

Insurance Broker Experience

  • Understanding of insurance products

Required skills

  • Broker
  • Insurance
  • Quotations
  • Renewal
  • Retention

Reference: 34363253

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