• Handles requests from clients and carriers for policy changes, certificates, invoicing, and underwriting information
• Establish and maintain a good business relationship with both clients and carrier personnel
• Assist in the preparation and review of applications for submission to carriers
• Prepare and issue binders, certificates, invoices, etc., on new and renewal business
• Understand the processes and procedures to provide quotations, process renewals, adjustments and put forward suitable products to meet the client's demands and needs
• Ensure that all product information provided is clear, fair and not misleading, allowing the customer to make an informed decision
• Calculate New Business, Renewal and Mid-Term Adjustment premiums in accordance with the specific carrier's guidelines or liaise with insurers for all non-delegated authority business
• Identify complaints and refer to the necessary complaint handler
• Dealing with queries by email, telephone and in person, ensuring that all SLAs are adhered to
• Maintain existing client base
• Cold calling using referrals to drive and develop new business
• Sell short-term insurance policies to meet predefined targets
• Ensure that all sales are in line with Financial Services compliance standards
• Ensure that call quality standards are maintained
• Advise clients on available options relative to their needs and affordability
• Provide quotations to clients on various options in line with their needs
• Maintain administrative duties and client relationships

Skills: Policy Processing, Client Relations, Application Review, Quotation Preparation, Complaint Handling, Cold Calling, Compliance Knowledge, Sales Advising

• Serve as the first point of contact for day-to-day communication with numerous and/or complex accounts
• Follow up on correspondence, as well as deliver exceptional service to clients
• Develop and communicate an understanding of client businesses
• Conducting and analyzing client research
• Preparing benchmarking studies and creating risk maps for internal and external use
• Support colleagues by managing day-to-day aspects of designated accounts and conducting account management tasks
• Completing billing transactional work
• Generating and coordinating calendars and timelines
• Liaising with internal senior professionals and business accounts
• Representing the business to ensure overall satisfaction and compliance
• Manage account concerns or issues encountered and successfully address small and/or complex problems promptly
• Collect insights and information on relationship satisfaction and develop ideas to ensure account satisfaction and retention
• Maintain a fluency of Marsh’s various service offerings and market trends to enrich work performed and develop sales capabilities

Skills: Client Communication, Account Management, Research Analysis, Risk Mapping, Billing Support, Timeline Coordination, Issue Resolution, Market Knowledge

• Explain and sell MIG’s core services and the benefits of choosing MIG
• Call trucking companies daily at their renewal times to provide coverage
• Shop rates from several insurance companies to find the best policies for potential and existing clients
• Prepare and execute a successful sales plan that meets and exceeds monthly, quarterly and annual revenue expectations
• Collaborate with other branch locations to make sure appropriate leads are forwarded
• Follow the highest ethical and confidentiality standards
• Building relationships and negotiating deals with clients
• Analyzing data and market trends and processing sales transactions
• Contact ready to purchase consumers every week with a lead system 
• Conduct phone or Zoom appointments to determine eligibility, establish options and help them apply

Skills: Service Promotion, Cold Calling, Rate Comparison, Sales Planning, Lead Coordination, Ethical Conduct, Deal Negotiation, Client Assessment

• Service of new and existing Commercial clients and prospects
• Market new and existing business
• Keep detailed records of client correspondence
• Review renewal applications and process renewal documentation, including invoicing and cancellations
• Build and cultivate relationships with Commercial clients, Producers and Underwriters
• Correspond with insureds regarding policy changes or statuses
• Review all correspondence about policies and make changes 
• Assist with marketing and placing commercial package policies
• Building and maintaining an enduring relationship with clients and Key Relationship Managers across various Findex offices in the region
• Providing timely, appropriate advice in the key areas of general insurance
• Approach client matters with versatility and understanding
• Adhere to the Findex process, including the use of all adviser tools
• Meet activity and targets as set by the divisional heads
• Attend regular Adviser Meetings and report on tasks, KPI's, budgets and any relevant client matters

Skills: Client Servicing, Policy Marketing, Renewal Processing, Record Keeping, Relationship Building, Policy Updates, Insurance Advising, Target Tracking

• Manage and grow an existing portfolio of SME/mid-market business and HNW clients, meeting all their insurance needs from renewals, to new business and claims
• Manage Renewals, Endorsements, Claims and Cancellations
• Look for opportunities to deepen relationships with clients and meet more of their insurance needs
• Manage a small team of brokers, supporting their learning and growth
• Providing Quotations/Conducting Market Reviews, acting quickly on any new business opportunities from clients
• Negotiating terms with underwriters/Insurers
• Provide exceptional day-to-day customer service to clients while handling the client file activities to maintain retention targets
• Issue policies and changes on various insurer online portals
• Maintaining professional and collaborative relationships with key underwriters
• Review and process renewals, endorsements and midterm changes
• Rewriting/remarketing to enhance the client experience
• Contributing to premium growth targets by upselling appropriate coverages and referring business to other lines
• Stay up to date with insurer partner products, offerings, and market intelligence

Skills: Portfolio Management, Claims Handling, Client Development, Team Supervision, Quotation Preparation, Term Negotiation, Policy Issuance, Coverage Upselling

• Provide insurance broking admin support to brokers, with excellent attention to detail and organisational skills
• Maintain a reputation for exceptional customer service by providing accurate responses to all client enquiries and ensuring each interaction with clients is a positive experience
• Arrange meetings and consult with clients to understand their needs and provide competitive life insurance services
• Promote a wide range of wealth management products to achieve targets
• Prepare proposals and pricing quotations for the clients
• Conduct portfolio and background reviews for KYC/AML purposes to ensure compliance with the standard
• Analyse and compare products of different service providers/ insurance companies
• Identify and explore new product ideas to support business growth
• Manage a diverse Commercial General insurance portfolio of large, complex clients, managing this process fully
• Generate new business as well as maintain and build relationships
• Build relationships with key Insurers and underwriters
• Take a leadership position within the business and support the development of other staff members

Skills: Admin Support, Customer Service, Client Consultation, Product Promotion, Proposal Preparation, Compliance Review, Portfolio Management, Team Leadership

• Propose the most suitable insurance solution to clients
• Devise and deliver an employee communication plan
• Assist the Claims team in the event of claims by clients under care
• Identify cross-selling opportunities with other Divisions
• Promote good team spirit and co-operation
• Ensure the branch is meeting sales targets by overseeing the office’s financial performance
• Assess existing company policies, offer advice on improvements, and implement new guidelines for the branch
• Find, train, and manage insurance agents and develop them into top performers to gain new clients and drive sales
• Use actuary data to strategically set premiums for insurers and maximize profit for the branch and forecast risk and liability of payment of future benefits
• Handling all client inquiries professionally and efficiently, including information related to insurance products and services, policy coverage and payments
• Managing data and updating client files in a broker management system
• Processing new insurance applications and policy changes on multiple insurance company portals
• Ensuring all transactions and renewals are processed accurately and promptly
• Providing quotations or estimates to clients on premiums to ensure appropriate record-keeping and changes
• Maintaining established procedures with respect to confidentiality, negotiable items, cash transactions, equipment and surroundings to meet safety, legal and procedural requirements

Skills: Insurance Advising, Client Communication, Claims Support, Cross-Selling, Team Coordination, Sales Oversight, Agent Development, Premium Forecasting

• Prepare and submit documentation in support of various claims activities
• Analyze the claim and decide whether it is covered by the policy
• Appoint insurance loss adjusters and private investigators 
• Manage long-term claims and reassess them regularly
• Make recommendations for the settlement of claims
• Inform clients if claims are accepted and how they will be allocated
• Organize payments to clients
• Organize the repair or replacement of lost items
• Make sure all enquiries and payments are dealt with quickly
• Data processing in WinBeat, including keeping clients' files updated and recording payments made and received
• Contact independent experts in the case of disputes and attend dispute tribunals

Skills: Claims Processing, Coverage Analysis, Investigator Coordination, Claims Management, Settlement Recommendation, Client Communication, Payment Organization, Data Entry

• Maintain good rapport with clients, insurers and provide an extremely high level of professional service to Clients and develop high-quality relationships
• Monitor all claims status until settlement is complete
• Reviews and analyses loss histories for a wide variety of exposures and recommends appropriate measures to minimise losses
• Compares loss histories to premium costs to determine if charges are appropriate and commensurate with exposure and loss history
• Reviews and analyzes insurance premiums and recommends appropriate products
• Review to meet the review list timetables
• Obtain renewal invitations and information from clients 
• Obtain quotes within the compliance/ability level 
• Provide general advice within compliance/ability level as requested by clients
• Prepare necessary client documentation
• Deal with incoming calls/documentation within compliance/ability level

Skills: Client Relations, Claims Monitoring, Loss Analysis, Premium Review, Product Recommendation, Renewal Management, Quote Acquisition, Documentation Handling

• Adhere to the Audit Schedule and department SLAs
• Determine the audit scope and produce relevant audit documents
• Liaise with the broker to confirm the audit requirements and arrange any on-site visits as required by the business
• Manage and review incoming audit documentation from the broker
• Share initial findings with the broker for their feedback
• Prepare audit reports to communicate the audit findings both internally and with the broker, in a clear and succinct manner
• Work closely with Broker Management to obtain commitment from the broker to address the issues identified
• Manage a portfolio of audits concurrently
• Ensuring the workload is prioritised appropriately
• Attend onsite broker audits, conducting yourself in the appropriate manner as an ambassador of the company
• Maintain the audit tracker to accurately record the current position of all audits
• Ensure internal stakeholders are kept informed about the work undertaken by the team through regular reporting procedures
• Adhere to Company processes and policies regarding FCA compliance, GDPR and TCF
• Undertake other reasonable responsibilities, training, and project work, as instructed by their line manager

Skills: Audit Compliance, Scope Definition, Broker Coordination, Document Review, Findings Reporting, Issue Resolution, Portfolio Management, Stakeholder Reporting

• Experience in a supervisory position in the insurance industry
• Superb management, communication, interpersonal, and leadership skills
• Strong knowledge of the standard types of life insurance and insurance plans
• Experience with property insurance 
• Able to develop and maintain relationships with clients and insurers
• Positive attitude, resilient, adaptive, receptive, and articulate
• Ability to work as part of a team 
• Ability to use your own initiative and manage your own workload
• Reasonable understanding of general insurance products
• High level of computer literacy, including standard software packages (ideally Acturis)
• Must have a Cert CII qualification 
• Working experience in general broking 
• Working knowledge of Acturis

Qualifications: BS in Finance with 5 years of Experience

• Superior relationship and client service skills
• Ability to support teammates and expedite tasks
• Experience and proven success in the financial services industry
• Broad knowledge of a variety of insurance products
• Able to multitask and generate leads from various sources
• Able to thrive in a fast-paced environment
• Current personal lines/household insurance sales experience
• Strong communication skills and attention to detail
• Must be able to communicate directly with clients and the insurers in a proper manner
• Able to work as part of a team

Qualifications: BS in Business Management with 3 years of Experience

• Extensive experience with Major Domestic Personal Lines Markets (Aviva, Economical, L'Unique, etc.)
• Passion for service and sales with exceptional quoting skills
• Possess and display a professional presentation and demeanor
• Solid understanding of the personal insurance business
• Proven experience working in a fast-paced and demanding environment while keeping customer service a priority
• Self-managing with strong analytical, organizational, and time management skills
• Excellent computer skills expected, including fluency in Broker management systems
• Ability to quickly learn the NFP business model and value proposition
• Ability to work collaboratively with others, both in person and virtually
• Ability to communicate clearly and explain complex insurance subjects in both official languages (French and English)

Qualifications: BS in Risk Management with 6 years of Experience

• Experience with the Agency Manager system (TAM)
• Experience with Policy Works
• Self-motivated with excellent written and oral communication skills
• Strong attention to detail and can problem-solve
• Ability to work well with others and support other employees' initiatives
• Strong organizational skills are of utmost importance
• Previous commercial broking experience with larger SMEs or corporate businesses
• Must have Chartered Insurance Institute (CII) Certificate
• Must have superb interpersonal skills
• Ability to quickly build rapport with both business owners and their employees
• Competency in Microsoft applications, including Word, Excel, and Outlook
• Able to work comfortably in a fast-paced environment

Qualifications: BA in Financial Services with 5 years of Experience

• Knowledge of commercial insurance products specialized to the construction industry
• Experience working with Agency Management Systems
• Ability and resilience to work in a fast-paced sales environment
• Ability to develop trusted relationships
• Strong customer service, interpersonal and communication skills
• Experienced with MS Word, Excel, Outlook and other computer skills 
• Knowledge of standard office equipment
• Ability to exercise discretion with sensitive and confidential client information
• Demonstrate the ability to multitask and organize workloads

Qualifications: BA in Sales Management with 3 years of Experience

• Must be proficient in MS Word, Excel, PowerPoint, Outlook, and other MS Office applications
• Commercial lines experience in the insurance industry
• Experience in independent P&C insurance brokerage
• Must have an active P&C insurance license 
• Knowledge of the insurance industry and specific working knowledge of commercial lines insurance 
• Ability to maintain and foster existing client relationships as well as cultivate new relationships with client prospects 
• Ability to prioritize multiple tasks in a fast-paced sales environment 
• Must be detail-oriented, thorough, organized and efficient in executing tasks
• Excellent communicative skills, both orally and in writing
• Must possess a positive, motivated attitude and a results-driven personality
• Able to adapt quickly to changes in systems, policies and procedures

Qualifications: BS in Actuarial Science with 7 years of Experience

• Ability to create own sales leads
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Working experience in sales and/or customer service
• Comfortable using office equipment, Microsoft Office Programs (Outlook, Word, Excel, Teams, SharePoint, and PowerPoint), and Sig XP
• Exceptional customer service skills
• Must have excellent interpersonal skills
• Excellent presentation skills to internal and external partners
• Must have strong negotiation skills
• In-depth knowledge of Cyber and Tech E&O policies and their technicalities
• Existing excellent relationship with all Health Insurance (GMC) brokers

Qualifications: BS in Cybersecurity with 3 years of Experience

• Experience in P&C Underwriting or related field
• Strong customer service skills
• Ability to maintain confidentiality
• Capacity to analyze information and mathematical aptitude
• Knowledge of all applicable rating systems
• Knowledge of all underwriting and rate/rule manuals
• Proficiency in online reference manuals
• Knowledge of underwriting principles
• Knowledge of policy forms
• Ability to recognize exposure to loss
• Must be innovative and creative
• Research skills, attention to detail, and coordination
• Ability to multitask, prioritize and make quick decisions
• Ability to be flexible in a fast-paced environment
• Ability to work very autonomously with little or no supervision

Qualifications: BA in Banking and Finance with 5 years of Experience

• Must have basic computer skills 
• Ability to scan/fax and run basic applications on a computer or smartphone
• Solid understanding of the basic principles of insurance and FCA requirements as well as TCF rules
• Excellent interpersonal and negotiation skills
• Exceptional attention to detail
• Ability to meet objectives in a business environment
• Good organisational skills and an ability to work to deadlines
• Strong attention to detail
• Ability to lead by example
• Must have good negotiation skills
• Computer skills, including Word and Excel
• Ability to be flexible in a rapidly growing organisation
• Proven ability to work as part of a team and communicate cooperatively with team members
• Ability to maintain high standards and professional manner, diplomacy, confidentiality, presentation and excellent communication skills

Qualifications: BS in Information Systems with 6 years of Experience

• Highly motivated with a desire to take advantage of new opportunities
• Experience in delivering client-focused solutions and in creating long-lasting relationships
• In-depth knowledge of all types of Individual and Corporate insurance plans (automobile, fire, life, property, medical, etc.)
• High level of planning, organisational and administrative skills
• Highly trained in business negotiation processes
• Ability to engage with the stakeholders professionally and provide excellent customer service
• Capacity to be self-reliant, dynamic, flexible and confident
• Must have excellent presentation skills
• Good written and oral English and French communication skills

Qualifications: BA in International Business with 3 years of Experience