Account Broker

Resource Management Ltd
Bristol (City Centre)
08 Mar 2018
16 Mar 2018
Contract Type
Full Time

Account Broker

Location: Bristol

Contract type: Full time - Permanent

Remuneration: Salary (dependant on experience) + Excellent benefits

Bluefin is an award-winning independent insurance broker supporting businesses and individuals with insurance solutions. The combined business has 80 offices servicing 251,000 clients UK wide, as part of the MMC family Bluefin joined Jelf, to become one of the UK's leading financial consultancies.

Together Bluefin and Jelf's purpose is simple: to build long lasting relationships with our clients based on personal service and technical excellence

We currently have a fantastic opportunity based in our Bristol office for an Account Broker to join the team

The role:

To provide a high level of customer service to each of the clients for which the Account Broker has responsibility, whilst continuing to maximise client retention, and enhance the revenue stream from the existing client base.

Duties include:

  • To operate in accordance with FCA and company agreed processes
  • To review and provide technical advice and opinion on Clients' and Prospects' insurance programmes
  • To put together Client Prospect risk presentations to forward to Insurers and to negotiate insurance premiums and cover with Insurers in line with Client requirement
  • To assist Account Executives in production of reports and summaries of insurance for clients
  • Client business retention by efficient and prompt handling of all matters, day to day enquiries, renewals etc
  • Review insurer placements to ensure that best advice is offered at all times
  • Offer appropriate premium payment options
  • Maintain and increase profit from existing client bank as evidenced by retention rates and commission
  • Develop strong relationships with key suppliers as evidenced by account size and profitability

Skills and Experience:

  • Experience working within Insurance as a Account Broker or Account handler
  • Professional Indemnity experience - Desirable
  • Acturis experience is an advantage
  • Self Motivated individual
  • Excellent communication skills
  • Good organisational skills to ensure that company processes and procedures are put in place
  • Achieving results
  • Communicating effectively, influencing and relationship building
  • To be able to forward plan effectively
  • Team Working
  • Customer Service experience
  • Problem solving

To be considered for this role, please click 'apply' or for more information please contact ***************************************

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