• Prepare quote slips in advance of the renewal date and monitor renewal lists
• Work with Account Executives to assess requirements for forthcoming renewals
• Run client due diligence checks
• Support Divisional Director with responsibility for Client Service output
• Assist Divisional Director with Credit Control and Doubtful Brokerage monitoring
• Assist on client placements, including drafting endorsements, and slips and assisting with wordings
• Assist the broking team in placing client programmes by using the PPL system, ensuring all risk codes, references and underwriter agreements are given
• Develop relationships internally within Marsh, learn about other insurance products in order to be able to identify cross selling opportunities
• Take responsibility for ensuring placements are sent for processing, invoices are checked and issued to clients within the timeframe goals set within the division
• Participate in sales meetings and monitor progress with sales targets including updating Marshforce where applicable
• Progress study towards CII/ACII qualifications company funded
• Focus on developing technical knowledge of the insurance products and the wider Energy industry

Skills: Risk Assessment, Due Diligence, Credit Management, Insurance Broking, Relationship Building, Sales and Reporting, Professional Development in Insurance, Technical Knowledge in Energy Insurance Sector

• Act as a point of contact for clients, providers, internal and external intermediaries
• Service existing and prospective clients
• Deal with policy queries and information requests
• Process renewals, new business and mid term adjustments
• Liaise with Insurers and customers on a day-to-day basis
• Classes of insurance commercial combined
• Work closely with the Directors and Account Executives
• Build, develop and maintain an excellent relationship with clients and insurers
• Maintain client files ensuring up-to-date, correct and compliant
• Handle any queries that arise and complaint handling

Skills: Client Relationship Management, Policy Administration, Complaint Resolution, Interpersonal Communication, Insurance Product Knowledge, Regulatory Compliance, Records Management, Team Collaboration

• Administration and service of a portfolio of commercial clients including visiting clients
• Presenting clients to insurers, business development and growth of portfolio
• Attend networking events and call on clients to introduce services
• Maintain accurate records using a CRM system
• Adhering to compliance process and FCA regulations and rules
• Negotiating premiums, processing midterm adjustments
• Dealing with renewals, supporting claims, issuing client documentation
• Build a positive culture and contribute to team objectives
• Undertake professional development training
• Manage landlord renewal book and landlord enquiries
• Manage to chase of renewals and outstanding money
• Achieve set targets agreed upon
• Building and maintaining relationships with clients
• Compliance with FCA regulations and maintenance of client records
• Providing both insurers and underwriters with accurate/ timely information

Skills: Client Relationship Management, Regulatory Compliance, CRM Proficiency, Negotiation, Networking, Record Keeping, Professional Development, Target Achievement

• Managing a caseload of renewals and new business
• Speaking to clients and obtaining and clarifying insurance requirements
• Using Acturis conduct market analysis to find the best products and prices for the clients
• Work with the execs to communicate the recommended options to clients
• Ensure renewals are planned in advance and new business cases are competitive
• Dealing with MTAs, queries and administration including invoicing
• Provide consistently excellent customer service to clients, dealing with commercial insurance 
• Competency and understanding of FCA rulings, GDPR, General Insurance and underlying legal principles & guidelines.
• Relevant, knowledge and understanding of core policies including current market conditions.
• Understand clients’ needs, handle and respond to them in a friendly, professional and efficient way.
• Liaise confidently with colleagues
• Report to senior colleagues and Directors 
• Develop and sustain relationships with customers, suppliers and colleagues.
• Dealing with both new and existing client enquiries
• Successfully bring on new business enquiries and insurance renewals

Skills: Client Relationship Management, Market Analysis, Regulatory Compliance, Communication, Policy Administration, Customer Service, New Business Development, Time Management

• Day-to-day contact point for construction industry clients, providing advice and service on all insurance matters.
• Responsible for the renewal process and quoting any additions requirements, as well as being on hand to answer any queries that may arise.
• Ensuring brands are well-merchandised and in prime locations in-store
• Maintain & develop client relationships
• Implement new merchandising opportunities
• Support at trade days/demo mornings
• Provide feedback on product/merchandising opportunities
• Develop ranges with branches and provide product training
• Work closely with the business development team, directors and operation team ensuring the best service and result is achieved and continued growth for the business.
• Analyse campaign figures and report monthly on new business & renewals against budget
• Resolve escalated issues impacting D&Gs customers and clients
• Support the Account Manager with tasks and projects
• Liaise with Directors and senior management in relation to accounts and warranties
• Deal with Fleet sales enquiries and provide a suitable quotation to clients over the telephone
• Negotiate renewals with Clients
• Contribute to the overall team sales target and/or objectives through the selling and/or servicing of policies
• Ensure all client documentation is issued correctly and internal records kept up to date

Skills: Client Relationship Management, Merchandising Strategy, Sales Negotiation, Problem Resolution, Product Training, Data Analysis, Policy Renewal Management, Team Collaboration

• Rapport builder with excellent negotiation skills
• Commercial Insurance experience is desirable 
• Basic knowledge of Commercial Insurance
• An eye for detail with strong market and product knowledge
• Excellent time management and organizational skills
• Excellent communication skills
• Good interpersonal and communication skills with a good working attitude
• Ability to handle sensitive, confidential information.

Qualifications: BA in Risk Management with 2 years of Experience

• General understanding of landlord insurance
• Understanding and knowledge of Lansdown schemes
• Understanding and knowledge of Office procedures
• Excellent, professional and confident communication skills
• Ability to develop relationships with clients, agents, insurers etc.
• Ability to construct effective written communications
• Work well within a team especially under pressure
• Confident numeracy skills
• Cert CII or working towards
• Confident and effective telephone skills.

Qualifications: BA in Finance with 2 years of Experience

• Good computer skills including MS Office Suite
• Good interpersonal skills
• Excellent attention to detail and team player
• Enthusiastic and positive can-do attitude
• Prior experience within an insurance environment 
• Excellent communication skills and confidence in approach to meeting new/exciting clients
• Confident in dealing with customers
• Experience in a similar Commercial Insurance role
• Prioritize and organize workload to ensure that strict deadlines
• Work both independently and within a team. 
• An aptitude to construct effective written & verbal communication.

Qualifications: BA in Business Administration with 3 years of Experience

• Underwriting experience
• Able to work on own and prioritize, team player
• Previous experience or exposure to Commercial Insurance with another broker 
• Experience as a Commercial Account Handler
• Positive attitude and desire to succeed
• Experience working as a very technically strong, confident, established Commercial Account Handler dealing with Commercial accounts 
• Experience as an Insurance Broker handling a range of premiums will contribute to success. 
• Good attention to detail, have a good knowledge of the Microsoft Word, Excel and Outlook E-mail systems. 
• Prior knowledge/experience of the Acturis computer system would be preferable. 

Qualifications: BA in Economics with 1 year of Experience

• Basic knowledge of general insurance products and services
• Insurance administration experience gained within a commercial setting
• Experience of having worked to targets within a regulated, measurable framework and achieved SLAs.
• Proven rapport-building experience and dedicated customer service focus
• Able to spot potential risks and seek advice 
• Confident communication and interpersonal skills, strong planning and analytical skills. 
• Attention to detail, comfortable taking initiative when assisting team members
• Proficient in MS Office
• Able to work in fast paced and challenging environment.

Qualifications: BA in Marketing with 5 years of Experience