A role for the Trusted Insurance Advisor / Account Manager managing a medium sized book.
GENERAL FUNCTIONS & TASKS
Will be provided in detail at client interview but will include - Being the trusted insurance advisor to a medium sized book of SME clients along with leading/mentoring an assistant; meeting legislative requirements and abiding by all required 'Acts'; meeting monthly targets/budgets; business retention and development; maintain insurance and legal knowledge; being hands on when necessary; any and all other duties.
RELATIONSHIPS & AUTHORITY
Reports to Broking Manager;
Has authority and responsibility for accurate, on time and friendly performance of duties
QUALIFICATIONS & EXPERIENCE
You will need to have Tier 1 and several years experience in general insurance broking as well as good exposure to handling your own book of business.
TECHNICAL SKILLS/SOFTWARE KNOWLEDGE
Good experience with broking software is essential.
CLIENT OVERVIEW
Medium sized broking firm with numerous offices.
