Account Broker - East Region

Account Broker - East Region

Thomas Carroll Newport, United Kingdom TCB Brokers

Company Description

Who We Are

Founded in 1972, Thomas Carroll Group plc is one of the biggest employee-owned companies in Wales. We provide a breadth of professional services for businesses and individuals, including business and personal insurance broking, employee benefits, wealth management, health & safety and employment law consultancy.

Over the years we have moved closer to our clients, opening local offices in Swansea, Pembrokeshire, Hereford, Newport and London in addition to our headquarters in Caerphilly, near Cardiff.

Our people and the relationships we build with our clients are our differentiating strengths. In an industry where companies are increasingly sold or acquired by larger companies, we remain fiercely independent to ensure that we have a long-term succession plan in place for our employees and can always offer our clients the best help and advice available.

In December 2023, Thomas Carroll Group turned all 181 of our employees into co-owners of the company, made possible through the establishment of an Employee Ownership Trust (EOT). This move cemented our commitment to maintain our independence, increase employee engagement, and continuously invent and innovate to remain an industry leader.

The communities in which we operate and the environment that surrounds us are at the heart of what we do, from the formation of our ‘green team’ tasked with reducing our carbon footprint to the launch of the Thomas Carroll Charitable Trust in 2019, that was set up to support individuals, smaller charities and other community initiatives in our local areas.

Position

Main Responsibilities

1. Process new business, renewal and mid-term adjustments efficiently, effectively and in accordance with the clients' instructions, adhering to regulatory requirements and company procedures.
2. Preparation of presentations and submissions to insurers, placement team and suppliers.
3. Negotiate policy terms, conditions, premium and income.
4. Review market results, analyse information gathered and undertake sufficient research, to make suitable insurer and product recommendations and demonstrate competency by explaining the extent of cover.
5. Production and presentation of client reports for new business quotation and renewal terms.
6. Provide advice to clients and prospects on an ongoing basis in respect of current insurance policies and additional insurance products for consideration.
7. Arrange cover to comply with the client instructions.
8. Check all documentation for accuracy.
9. Review information and reports as necessary, ensuring that the appropriate action is taken.
10. Debt management work to ensure premiums and fees are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debts.
11. Assist with any accounting queries and settlement of accounts.
12. Maintain accurate client and prospect records.
13. Build good working relationships with internal and external clients.

Requirements

Skills & Job Requirements

• Cert CII desirable but not essential – ability to evidence continued professional development if not Cert CII qualified.
• Excellent interpersonal skills.
• Detail oriented.
• Strong organisational skills.
• An effective team player.

Job Type & Working Hours

• Location: East - Newport Office.
• Full-time, 35 hours per week.
• 9am to 5pm, Monday to Friday.
• Salary dependent on experience.

Other information

Thomas Carroll Group PLC

a. Pendragon House, Crescent Road, Caerphilly CF83 1XX

e. contact@thomas-carroll.co.uk

t. 02920 887733

Thomas Carroll are an Equal Opportunity Employer and are committed to excellence through diversity.