Insurance Broker

Full Time
Posted 1 year ago


To provide advice to clients in a competent manner and within compliant guidelines as stipulated by the Regulator and the Company

To advise and arrange general insurance cover for retail and commercial clients

To deal with renewals, MTAs and claims

The employee will be able to support the Company’s goals by demonstrating excellent communication skills and expertise in providing expert advice and guidance to customers in aspects of risk management and insurance portfolio.


A good understanding of the insurance market and products in the sector

An ability to identify and match the company’s products with customer enquiries and the ability to identify market opportunities/trends

Good keyboard skills including Microsoft Office, e-mail, internet and MIS system

Excellent written and communication skills, a proven ability to make professional presentations for existing and potential clients, report writing.


Customer focus

Handling confidential information

Effective communication

Analysis and judgement

Influencing and persuading

Commercial awareness

Innovation and creativity

Organisational skills.


To negotiate terms on behalf of our clients with underwriters and the compilation of risk submissions to present to underwriters

Issuing insurance registers, summarising the scope of insurance cover

Processing commercial claims in line with service level agreements

Presenting reports to existing and potential clients, issuing risk presentations and providing advice to customers on how to deal with risks

Comply at all times with the requirements of Financial Services and Markets Act 2000 and the FCA rules

To maintain professional competence by complying at all times with the training and competence procedures of the organisation

To support the departmental Key Performance Indicators and service level agreements as directed by your Line Manager

To undertake all other duties as reasonably required and directed

Meticulous record keeping – ensuring TAM is updated at all times.


You must conduct yourself and perform your work at all times in a manner that is in the interests of the Company. Any conduct detrimental to its interests or its relations with any third party, or damaging to its public image, shall be considered to be a breach of the Company’s rules

You are expected to achieve and maintain a good standard of work and to show a conscientious approach to the job or to the detail of that job to a standard that may reasonably be expected

You must maintain acceptable attendance at work and timekeeping

You are expected to read and observe all authorised notices that are displayed by the Company

You are engaged on the basis that you must be prepared to undertake reasonable duties other than those for which you have been specifically engaged to ensure maximum efficiency

An orderly and courteous manner must be maintained at all times.

Job Features

Job CategoryInsurance
Rate of Pay:£25,000-£35,000 DOE

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