The day to day
Work with Account Executives in achievement of their New Business and Renewal targets through proactive administration and customer support of the AE.
Proactively support AE’s through management of their prospect pipeline, provide profiling support to AE on prospects through use of telephone, other media and by accessing information within the public domain.
Be aware of current New Business appointments and undertake some pre visit fact finding on behalf of the AE. This will include research of Credit Safe, Google, website etc. and produce documentation in agreed format
In advance of new business visit obtain quotations for possible up sales (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services)
Make client renewal appointments on behalf of the AE and accompany them on approximately 1 or 2 a month to enhance client relationship
Prepare detailed Renewal Review reports on behalf of the AE and obtain current claims experience where needed
Obtain quotations for agreed ‘up sales’ (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) and include in review document
Broking New Business or Renewals to the market in agreement with AE strategy preparing a comprehensive and high quality business submission document.
Deal with incoming enquiries from clients (both allocated and unallocated as required), insurers and other third parties in a professional and timely manner involving the relevant AE if necessary due to technical nature or relationship issue.
Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms
Liaise with insurers and other third parties regarding the administration of client’s insurance needs.
Provide high level administration and customer support to another colleague on occasions, as directed by the Commercial Administration Team leader
What’s on offer
A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation).
Full support for your professional development (including fully funded qualifications)
Your Experience
Requirement of at least 2+ years commercial insurance experience either broking or underwriting
Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies
Excellent understanding of Commercial Insurance products and insurance options
Acturis insurance broking software knowledge is an advantage
Commitment to progress towards Cert CII
Possession of a full driving licence
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
