Centrally located firm / stable / SME book with extensive variety.
GENERAL FUNCTIONS & TASKS
Will be provided in detail at client interview but will include – Managing existing client relationships – preparing and executing policy documents in accordance with client instructions; negotiating terms with underwriters on behalf of clients; keeping clients informed of all matters related to their insurance; liaising with the claims department on all claims issues. Grow the business from existing clients sand follow up on new client referrals – following up on all referrals; reviewing policies to support changes in the client’s business; reviewing policies to support changes in the client’s business; asking for referrals; preparing and presenting premium funding options. Contribute to firm’s culture of team work – responding positively to requests for assistance; offering to help others beyond the normal scope of work; training new staff members in processes. Credit Control – collecting outstanding debts; ensuring accounts are maintained within credit terms; approving allocation of payments to underwriters. Ensuring firm procedures and policies are followed – following company guidelines and referring to the procedures; checking all policy documents against company documents; behaving in accordance with industry codes; maintaining accurate records. Any and all other duties.
RELATIONSHIPS & AUTHORITY
Reports to Management
Has authority and responsibility for the accurate, efficient, competent and friendly performance of duties.
QUALIFICATIONS & EXPERIENCE
You will need to have Tier 1 and recent general insurance broking experience.
TECHNICAL SKILLS/SOFTWARE KNOWLEDGE
Experience with Winbeat looked upon favourably.
Well known broking firm centrally located.