Account Broker

Account Broker
Tewkesbury
£25-£40k dep on exp
Excellent company with great benefits!
Knowledge on Professional Indemnity preferred
This is a growing team and the immediate priority is a role for entry level in delegated authority underwriting but we will also consider someone with more experience.
PURPOSE OF ROLE
To maintain and retain an existing book of business specific to the Recruitment Sector. This book of business is a bespoke and specialist Delegated Authority scheme underwritten by Zurich. The role will be hybrid and consider some broking, underwriting and account handling across Retail and Wholesale Distribution Channels. The expectation is to not only assist with retention but to contribute to the growth of this specialist book.
WHAT YOU’LL DO

Pursue retention levels that meet and hopefully exceed target and contribute effectively to new business attachments
Underwrite according to strategy and guidance through risk identification and evaluation
Document and maintain quality files that accurately demonstrate underwriting rationale
Identify cross sell opportunities via underwriting review where appropriate
To possess strong knowledge of wider commercial insurance products and place business with a range of insurers identifying qualities including cover, security, reputation, and claims service
To work closely with the appointed account executive assisting in running that book of business and managing requirements of those customers
Response to enquiries from clients, brokers and prospects in a helpful and professional manner, ensuring accuracy of advice at times and within service standards
In conjunction with colleagues, where necessary and appropriate leads renewal and new business negotiation and provide relevant documents for discussion with clients
Exhibit behaviours, knowledge and confidence re: insurance to staffing sector business as well as commercial business within the account executive’s allocation
HOW YOU’LL BE SUCCESSFUL
Maintain effective and compliant client and broker records
Achieve and strive to exceed financial targets and support the group activities
Effective use of software including Acturis and third-party websites including those for e-trading and managing finance agreements
Achievement of objectives, Key Performance Indicators (KPIs) and targets
Completion of mandatory training and CPD
Feedback from customers, stakeholders, and colleagues
WHAT YOU’LL NEED
Minimum 2 years commercial account handler experience
Skills, Knowledge and Aptitude
Knowledge on Professional Indemnity (Preferred)
The principles, practices and legalities of all major classes of General Insurance
The UK General Insurance market in respect of Commercial Insurances
The FCA regulatory framework and compliance aspects
Qualifications and Training
Cert CII or working towards
Other
• Ability to drive and have access to a car for travel (preferred)
Please contact Cat at i2i Recruitment for further informatiion