Job Summary: 

• Learning about commercial and marine insurance markets and coverage
• Taking incoming calls and quote requests for commercial insurance
• Assessing client insurance and policy needs and making appropriate recommendations
• Filling out applications and completing policywork submissions and proposals
• Assisting with commercial renewals and remarketing
• Sale of commercial and commercial marine insurance policies
• Following up with clients on policy requirements and answering client inquiries
• Sale of all types of commercial insurance and other specialty items such as special event policies, hole in one coverage, and surety products
• Correspond with insurance companies as required to service accounts
• Maintain the monthly expiry lists in a proactive manner, including client contact and review prior to the policy expiry.

Skills on Resume:

• Industry Knowledge Acquisition (Hard Skills)
• Customer Service (Soft Skills)
• Risk Assessment (Hard Skills)
• Documentation and Submission (Hard Skills)
• Sales Techniques (Hard Skills)
• Client Follow-Up (Soft Skills)
• Communication with Insurers (Soft Skills)
• Data Management (Hard Skills)

Job Summary: 

• Review and update coverage needs of expiring policies, pursuing current exposures and rating information. Identify cross-sell opportunities for a complete account proposal.
• Productively partner with retail agents to identify viable and customized insurance solutions to manage the insured’s risks and exposures.
• Develop proposals, and remarketing accounts as needed, that address current coverage needs while conforming to carrier guidelines and compliance requirements.
• Present proposals to brokerage markets and negotiate terms.
• Underwrite and service midterm changes and developments on the inforce book.
• Lend support to Brokers as needed in servicing quotes and new business.
• Efficiently progress the work to customers’ expectations, identifying problems early and mitigating impact.
• Responsibly adheres to regulatory requirements and internal policies and driving principles

Skills on Resume:

• Policy Review (Hard Skills)
• Cross-Selling (Hard Skills)
• Collaborative Problem Solving (Soft Skills)
• Proposal Development (Hard Skills)
• Negotiation (Soft Skills)
• Underwriting (Hard Skills)
• Client Service Management (Soft Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Acting as the first point of contact within the service team for day to day client insurance queries
• Sharing of relevant information amongst the servicing team to ensure required actions are taken to meet clients' needs
• Helping with renewal retention and growth of existing client accounts by building and maintaining effective client relationships
• Working within agreed client service plans and attend client meetings 
• Prepare and submit accurate market presentations
• Negotiate terms with holding and prospective insurers
• Analyse quotes to ensure the best coverage and premiums
• Assist in the preparation of Renewal Reports
• Issue insurer documentation to clients within agreed timescales
• Working in accordance with the Circle Insurance Services compliance policies including completion of mandatory training.

Skills on Resume:

• Client Communication (Soft Skills)
• Information Sharing (Soft Skills)
• Relationship Building (Soft Skills)
• Strategic Planning (Hard Skills)
• Market Analysis (Hard Skills)
• Negotiation (Soft Skills)
• Documentation Management (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Working with the sales and/or account management teams to extract all pertinent information from a prospect or customer in order to gain the best understanding of a risk so it can be presented to insurers.
• Synthesising all prospect information available in order to present it to insurers in such a way that the best commercial terms are given on behalf of a prospect.
• Selecting a market strategy that enables to gain the optimal number of commercial terms.
• Negotiating with insurer partners in order to help win the business.
• Working directly or with the sales and/or account management team in order to present terms back to a prospect in an easily understood manner for the benefit of the prospect and to increase sales conversion rates.
• Working directly or with the sales team and/or account management to support potential price negotiations in order to win new business albeit at an optimal margin.
• Looking for insurance cross-sell opportunities beyond motor insurance and working directly with a client to gather the right information in order to gain a price and present terms to win the business.
• Creating and maintaining excellent client and prospect files so new business or renewal business can be won the following year (utilising Applied TAM insurance system).
• Identifying opportunities for improvement in the broking or sales processes and working as part of a team to drive incremental improvements over time

Skills on Resume:

• Information Extraction (Hard Skills)
• Data Synthesis (Hard Skills)
• Market Strategy Development (Hard Skills)
• Negotiation (Soft Skills)
• Clear Communication (Soft Skills)
• Sales Support (Soft Skills)
• Cross-Selling (Hard Skills)
• Process Improvement (Hard Skills)

Job Summary: 

• To bring on new business and clients
• To work as part of the SME broking team
• Renew quotations to clients and chase for instructions with a view to achieving an excellent retention level.
• Respond promptly to client queries and ensure that all communications with clients and/or insurers or other business contacts are accurately recorded (in writing)
• To provide accurate reports and updates
• To follow set procedures at all times
• Stay up to date with insurance company products, wordings, and appetites
• Maintain workable knowledge of insurance company portal systems
• Learn and develop directly alongside an extensively experienced team of commercial producers and account managers while working on an already established book of large commercial clients

Skills on Resume:

• Client Acquisition (Hard Skills)
• Team Collaboration (Soft Skills)
• Client Relationship Management (Soft Skills)
• Communication Skills (Soft Skills)
• Record Keeping (Hard Skills)
• Process Adherence (Hard Skills)
• Industry Knowledge (Hard Skills)
• Technical Proficiency with Insurance Systems (Hard Skills)

Job Summary: 

• Within delegated authority levels and company guidelines, accepts, rejects, or modifies new and renewal business for all commercial lines to ensure a profitable commercial book of business.
• Rates business according to company underwriting and pricing guidelines within individual underwriting authority limits, and ensures standards for timeliness are met.
• Markets company products through agent contacts to achieve company growth and profitability targets.
• Develops on-going relationships with agents, monitor profitability and quality of submissions, and keeps agent up-to-date with underwriting and/or product changes.
• Handles and manages the book of business to maximize profitability and growth. 
• Reviews loss activity (frequency, severity). 
• Considers mix of business, loss ratios by line of business, and fit of business with company guidelines.
• Examines documents such as application forms, inspection reports, insurance maps and past claims to determine degree of risk from such factors as applicant financial standing, business operations, loss experience, and value and condition of property, inventory, and equipment.
• Determines whether to accept, modify, or decline risks.
• Establishes types and limits of coverage to be provided

Skills on Resume:

• Underwriting (Hard Skills)
• Risk Assessment (Hard Skills)
• Pricing Strategy (Hard Skills)
• Relationship Management (Soft Skills)
• Sales & Marketing (Hard Skills)
• Data Analysis (Hard Skills)
• Decision Making (Soft Skills)
• Policy Development (Hard Skills)

Job Summary: 

• Building and maintaining business relationships with clients
• Servicing and nurturing pipeline of business from Private Equity Firms or Servicing and nurturing relationships with Private Equity Firms & Hedge funds. 
• Scheduling and attending client and in-house meetings
• Assessing clients' current and future insurance needs
• Attending Insurance and niche industry conferences
• Negotiating policy terms and costs with insurance providers
• Arranging insurance coverage for clients with insurance providers
• Preparing reports for insurance underwriters and issuance of Certificates of Insurance
• Reviewing Contracts to ensure compliance with Insurance requirements

Skills on Resume:

• Relationship Management (Soft Skills)
• Strategic Planning (Hard Skills)
• Meeting Coordination (Soft Skills)
• Risk Assessment (Hard Skills)
• Industry Knowledge (Hard Skills)
• Negotiation (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Report Writing (Hard Skills)