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Green Barks Search Ltd
Edinburgh
Purpose To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expected to undertake ad
Job Source: Green Barks Search LtdPP Associates
Edinburgh
Purpose My client, a leading Insurance Brokers with offices based throughout the UK is seeking an experienced Insurance Broker / Senior Commercial Account Executive to join their high street branch in Edinburgh. (other locations available) As an Insurance Broker / Senior Commercial Account Executive, you will be a dynamic and experienced
Job Source: PP AssociatesSTRIDE RESOURCE MANAGEMENT LTD
Edinburgh
Insurance Broker - Commercial InsuranceSalary £28,000 to £34,000 + uncapped commissionEdinburgh or Glasgow Elevate your career with a leading independent insurance broker, renowned for their dedication to excellence and a personalised approach to commercial insurance services. This esteemed organisation is actively seeking a Commercial Insurance Fo
Job Source: STRIDE RESOURCE MANAGEMENT LTDPP Associates Ltd
Edinburgh
Purpose My client, a leading Insurance Brokers with offices based throughout the UK is seeking an experienced Insurance Broker / Senior Commercial Account Executive to join their high street branch in Edinburgh or Glasgow. (other locations available) As an Insurance Broker / Senior Commercial Account Executive, y ou will be a dynamic
Job Source: PP Associates LtdRegal Brooke Limited
Edinburgh
We are a leading insurance brokerage firm specialising in providing comprehensive insurance solutions to individuals and businesses. With a strong commitment to customer satisfaction and a team of experienced professionals, we strive to deliver exceptional service and tailored insurance products to meet the unique needs of our clients. As a Traine
Job Source: Regal Brooke LimitedJohnstonGreer
Edinburgh
Mortgage & Protection Advisor To £35,000 plus benefits and excellent bonus Advisor required by this well-established and specialist broker to deal with the firm’s leads from professional connections, existing client bank and other marketing. They operate across the full spectrum of products on a Whole of Market basis. You will - provide advice on M
Job Source: JohnstonGreerPinstripe Personnel
Edinburgh
Commercial Finance Broker Scotland OTE - £80,000 - £100,000 Remote, Hybrid or Office based. One of the UK's largest and most successful Mortgage Brokerages has an opening in their Commercial Finance Department for a Commercial Finance Broker. The role will be covering Scotland and the North East of England. You will be responsible for assisting new
Job Source: Pinstripe PersonnelJohn Williams Recruitment
York Place
Our clients being a national firm of Loss Adjuster are looking to hire a Private Clients, HNW Field Adjuster. Following growth there is a an exciting opportunity for an exclusive team of ambitious Loss Adjusters with demonstrable field experience to join the Scottish Private Clients team. The position can be home or office based but you will be eq
Job Source: John Williams RecruitmentEdinburgh, Scotland, United Kingdom
Purpose
To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expected to undertake additional appropriate tasks, as required from time to time, to fulfil the role as required.
Key Accountabilities
Financials & Reporting
Ensure that premiums are collected from clients in a reasonable timeframe by using diary systems and liaising with Account Executives where required.
Manage debtors. To aim to reduce debt over 90 days to minimal amounts working with team leaders and office managers to do this.
People
Work with colleagues across all departments; Commercial, PCD both Personal Line and High Net Worth (HNW) and Credit
Embrace the Group Client ethos and ensure that you are realistic about what you commit to; deliver on commitments and proactively update on progress
Work collectively to the benefits of our Clients
Offering best quotation provided by insurers
Calculating and sending out renewals
Setting up, issuing and sending out new policies
Offering more flexible cover if needed by the client
Processing mid-term alterations for clients when required
Answering clients’ queries promptly
Processes
Ensure computer records reflect accurately the agreed methodology including all client communication; telephone calls, emails
Follow all processes in conjunction with Group Ops Director and compliance for Personal Lines and HNW areas
Updating client’s records, quotations and new business enquiries
Writing letters/ using the correct and agreed templates available
Invoicing
Maintaining a diary system
Setting up new policies/clients
Ensure renewal & MTA processes are timely and efficient.
Compliance
Ensure TCF is embedded within your culture
Ensure that as an employee you follow the Group Training and Competence Policy including your own CPD record and Training Plan
Maintain an appropriate level of product knowledge
Quality of work output
Ensuring renewal details are sent to the client before the renewal date
Checking renewal documents from insurers and ensuring that the information is correct
Using the computer, diary system and letters in line with procedures
Following correct policies/procedures in order to pass compliance file audits
Corporate governance
Make sure that the Data security regime is adhered to
To retain a clear desk according to the Clear desk policy
Complaints Procedures
Complaints Flowchart
Financial Crime Policy – Included Anti Money Laundering
Financial Sanctions Procedures
Ant-Bribery & Corruption Policy – Includes Inducements
Conduct Risk Policy
Vulnerable Customers Policy
Financial Promotions & Approval Procedures
Fraud Policy
Bring Your Own Device Policy (BYOD)
Information Security Policy
GDPR Policies/Procedures
Liaison with Insurers/ Directors/Account Executives
Maintaining ongoing dialogue and relationships with insurers to ensure information is provided to TLD as appropriate
Provide support to Directors/Accounts Executives on individual/VIP cases
Passing information given by clients to insurers accurately and promptly
Ensuring the insurers use the best deal available for the client, or offer an alternative
Additional skills identified which are essential to perform this role effectively
Numeracy
Communication skills
Good working knowledge of Microsoft office products
Persuasion, influencing skills
Team working
Customer service
Time management – able to work to deadlines
Understanding and following processes and procedures
Good working knowledge of Acturis
Insurance Broker - High Net Worth jobs in Edinburgh, Scotland, United Kingdom
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