Insurance Broker

Job Details

carringtonblake are looking for an Insurance Broker to be responsible for the renewal of existing clients and the placing of new business with our agencies. It is the responsibility of the Broker to renew a minimum of 95% of the existing policies and ensure that
we have correct agencies to facilitate new business.

 

1. Implement our Renewal Process.
2. Implement the New Business Quotation Process – using Audit Packs and the Insurer Appetite list.
3. Help and train and support junior staff members
4. Produce a Broker Report which compares and contrasts the clients existing policy with the new quotes we have provided them.
5. Complete Audit Packs for each risk worked.
6. Must consistently use CRM system to diarise reminders to call people and update details of existing/new clients. Complete health checks on all current clients.
7. Complete fact finds with all required information. Create a comprehensive in-house, Industry specific Fact Find questionnaire.
8. Where appropriate quote the renewal/new business quote with broker fees as per the
Trevellyan terms and conditions.
9. Complete required Broker Assess training to keep up to date with knowledge and fulfil FCA continuous professional development requirements.
10. Maintain comprehensive knowledge of FCA compliance.
11. Every day, complete a Tracker Report and distribute this to your Manager & Senior
Management.

  • It will be the responsibility of the Broker to meet targets and KPIs through working closely with colleagues and management to ensure that all actions fully support the businesses operational requirements in line with company brand, vision, policies, and organisational culture.
  • Qualifications and Education: CII preferred
     Experience (Years & Type): 5 years +
     Knowledge: Wide Range of Commercial Insurance Markets

Please specify a payrate your looking for!

five days a week in office