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New business executive

Job LocationCaerphilly
EducationNot Mentioned
Salary25,000 - 27,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Are you looking to take the next step in your career, and work for a company that values its employees and customers.Then this is the right role for youReed are proud to be representing an award winning employer, who are looking for a new business broker to join their growing team. They are ideally looking for someone with a personal lines insurance background.On offer is an unrivalled benefits package, including a genuine career development framework, with training and examinations not only paid for, but also rewards for employees who pass examination.AWARDS:

  • Insurance Age Insurance Broker of the Year
  • Insurance Times Regional Broker of the Year
  • British Insurance AwardsBroker of the Decade
  • Insurance Times Training Programme of the Year
What is in it for you:
  • 25 days increasing to 28 days after 3 complete holiday years
  • Birthday holiday
  • Wedding Leave
  • Employer Pension Contribution
  • Hospital cash plan including dental and optical benefits, private scans and operations, sports massages and other alternative therapies. This plan can include partners subject to additional premiums and automatically provides some cover for children
  • Employee Assistance Programme24/7 helpline & one to one counselling
  • Car Park Ticketcan be funded up front by TC and deducted from employees salary
  • Fruit Bowls
  • Free hot and cold drinks
  • Gym
  • Indian Head Massage
  • Cwtch Caf (subsidised)
  • Social Committee events
  • Tenby Day
  • Ladies/Gents Tour
  • Bacon Butties on Friday Mornings
  • Entry into the Madeira prize drawone weeks accommodation at The Royal Savoy Hote
Training & Development:
  • Training plan
  • CII Membership fees paid
  • Other membership fees paid subject to approval by HR Director
  • Payment for study books and exam entrance fees for CII(
  • Study leave for CII
  • Study groups and tutor for CII
  • Rewards for passing CII
  • Rewards for passing other exams at the discretion of the HR Director
  • Interaction with prospects and clients to collect and collate information in respect of new business enquiries
  • Preparation of presentations and submissions to insurers and suppliers
  • Overseeing the broking of risks to insurers and suppliers
  • Negotiate policy terms, conditions, premium and income
  • Production and presentation of new business quotation
  • Provide advice to clients and prospects in respect of additional insurance products for consideration
  • Arrange cover to comply with the client instructions
  • Process new business efficiently, effectively and in accordance with FCA
  • Check all documentation for accuracy before issuing to clients or appropriate parties
  • Review management information and reports as necessary, ensuring that the appropriate action is taken
  • Assist the Finance Team with any accounting queries, the allocation of cash received and settlement of accounts
  • Maintain accurate client and prospect records
  • Manage our affinity and introducers partnerships including office visits and product training
  • Build good working relationships with insurers, clients and prospects
  • Advise line manager of any current, potential or perceived problems with insurer markets or service providers
  • Assist colleagues in the completion of their duties
  • Direct leads to other companies
  • Undertake and participate in work related projects as requested
If you are interested in the role, please apply with an updated version of your CV.

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