Client Broker (FTC) - Commercial & Schemes
hyperiongrp · Cheltenham - St James House
Job description
About the role
Howden's Commercial & Schemes team is looking for a Client Broker to help deliver an excellent, comprehensive service in the administration of renewals and mid-term changes for clients in charity and not-for-profit organisations. The role is on a fixed-term contract, based in the Cheltenham office, ideally with 2-3 days per week on site.
Key responsibilities
- Assist in achieving Group/Division client retention targets through good service.
- Liaise with the Account Executive on renewal strategy, attend client meetings and act on meeting points.
- Obtain renewal terms and present them to the client.
- Produce and issue professional summaries and reports using Howden templates, and issue renewal documentation in line with contract certainty.
- Ensure premiums are collected before cover starts and process adjustments, including notifying insurers and collecting additional premiums.
- Handle queries by post or telephone professionally, record information and correspondence on Acturis and use the diary system.
- Prioritise work, refer queries outside your authority to senior staff and liaise with other branches and Group Resources.
Required profile
- Minimum of 1 year's experience giving specialist advice in the insurance market.
- Working knowledge of the main classes of general insurance, the CII's Code of Ethics and GDPR.
- GCSE Maths and English (or equivalent).
- Cert CII desirable.
Required skills
- Technical insurance skills, assessed by regular in-house testing.
- Accuracy, attention to detail and ability to process work quickly and meet deadlines.
- Negotiation and broking skills, and excellent oral and written communication.
- Ability to gather and analyse client information and adapt to their level of understanding.
What we offer
- A career you define within a supportive, diverse team.
- Reasonable adjustments, which may include flexible hours or hybrid working depending on the position.
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Published 1 week ago
Expires 1 month from now
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hyperiongrp
Cheltenham - St James House
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