Private Client Broker - High Net Worth

PurposeTo 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 AccountabilitiesFinancials & ReportingEnsure 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 promptlyProcesses
* 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 knowledgeQuality 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 auditsCorporate governanceMake sure that the following policies are adhered to:Data securityClear desk policyComplaints ProceduresComplaints FlowchartFinancial Crime Policy - Included Anti Money LaunderingFinancial Sanctions ProceduresAnti-Bribery & Corruption Policy - Includes InducementsConduct Risk PolicyVulnerable Customers PolicyFinancial Promotions & Approval ProceduresFraud PolicyBring Your Own Device Policy (BYOD)Information Security PolicyGDPR Policies/ProceduresLiaison 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 alternativeAdditional skills identified which are essential to perform this role effectivelyNumeracyCommunication skillsGood working knowledge of Microsoft office productsPersuasion, influencing skillsTeam workingCustomer serviceTime management - able to work to deadlinesUnderstanding and following processes and proceduresGood working knowledge of Acturis
#J-18808-Ljbffr