Description
We are seeking a Client Broker to support our team in delivering excellent service to clients in the charity and not-for-profit sectors. The successful candidate will work in our Cheltenham office, ideally onsite for 2-3 days per week on average.
Job Summary As a Client Broker, you will play a key role in ensuring client satisfaction through suitable cover and pricing. You will work closely with the Account Executive to develop strategies for renewals, attend client meetings, and action meeting points as necessary.
Responsibilities
- Assist in achieving client retention targets by providing an excellent level of service
- Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal
- Obtain renewal terms and present to clients
- Produce and issue professional summaries and reports using Howden templates
- Issue renewal documentation in line with contract certainty
- Ensure premiums are collected prior to the commencement of cover and in line with Howden procedures
- Prioritise and handle all work promptly and accurately
- Handle all queries in a professional manner and process effectively in line with service standards
- Record all relevant information, correspondence, and documentation on Acturis
- Produce accurate and professional documentation at all times using relevant Howden templates
- Process adjustments in line with procedures, including notification to insurers and collection of additional premiums
- Refer all queries that fall outside your own experience, knowledge, and authority to senior staff
- Liaise with and assist other branches and Group Resources as necessary
Requirements
- Working knowledge of all main classes of general insurance and the CII's Code of Ethics and GDPR
- Minimum of 1 year's experience in providing specialist advice in the insurance market
- Excellent level of technical insurance skills, to be assessed by regular in-house testing
- Accuracy and attention to detail
- Ability to process work quickly and efficiently
- Ability to prioritise work and meet deadlines
- Excellent client service skills
- Excellent level of negotiation and broking skills
- Excellent oral and written communication skills
- Ability to gather and analyse information from clients
- Ability to identify and respond appropriately to an individual client's level of understanding
- Ability to persuade and influence others
Qualifications
- GCSE Maths and English (or equivalent)
- Cert CII (desirable)
What We Offer
- A career that you define
- Opportunities for personal and professional growth
- A culture that values diversity and promotes inclusion
- Reasonable adjustments to ensure the position aligns well with your needs