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Posted 4 months ago

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Commercial Insurance Broker

BelfastOn-site

AI Summary

Manages commercial insurance client relationships, negotiates and places policies, ensures coverage adequacy, and supports team sales objectives.

About this role

We have opportunities available for a Client Manager in our clients Commercial Insurance team. Working as a Client Manager you will be given the opportunity to demonstrate your skills by building and maintaining strong relationships with clients across a wide range of industry sectors.

On a daily basis you will showcase your skills and knowledge by:

  • proactively managing valued client and insurer relationships.

  • negotiating, placing, and reporting to clients at renewal mid-term and new business stages.

  • ensuring adequacy and appropriateness of cover.

  • managing personal workloads and meeting deadlines.

  • keeping accurate client records and files at all times, including timely inputting of all client data into our bespoke system.

  • providing clients with high-quality policy documentation in accordance with FCA regulations.

  • building good working relationships with internal departments and colleagues

  • responding to client queries, including changes in cover and risk, in a professional and timely manner

  • ensuring that Company procedures, excellent client service standards, and compliance regulations are adhered to and maintained.

  • contributing to the achievement of team and business objectives by generating sales, identifying gaps, up-selling and cross-selling.

THE IDEAL CANDIDATES

Essential Criteria

Client Managers should have a minimum of 3-5 years of commercial broking experience, with good all-around Commercial insurance experience and technical knowledge across a range of classes of insurance products.

  • enthusiastic client-focused approach;

  • ability to develop strong client and insurer relationships.

  • ability to support colleagues in a close team environment;

  • strong working knowledge and understanding of most commercial classes of business and associated insurance products.

  • keen attention to detail and the ability to prepare high-quality documentation;

  • highly organised with strong administrative skills;

  • IT proficient; (Acturis experience desirable)

  • high level of motivation and resilience with a proactive attitude.

Desirable Criteria

  • In possession of or working towards Cert CII

  • Experience working with Financial Line Insurance products

If you are wanting more information on this role or to be considered, please submit your CV via the link.

Skills

ActurisAdministrative Record-keepingCII CertClient Relationship ManagementCommercial Insurance BrokingFCA ComplianceFinancial Line InsurancePolicy PlacementRisk AssessmentSales And Cross-selling

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