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Careers

Underwriting

Underwriting Quality Control Assessor

Clegg Gifford Group Remote

Purpose

Primarily responsible for ensuring adherence to underwriting manuals by way of reviewing, critiquing and feeding back findings on reviews to Head of Quality Control. The role can be conducted predominantly from home (once fully trained), but that some office attendance (usually once a week) and at meetings (as required) is to be expected and accepted as part of this role.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Delivering good outcomes for customers and putting the customer’s interests first.
  • Ensure the customer understands what we sell and support the customer in anyway you can.
  • Perform QC reviews of files in accordance with the QCP and accepted quality control standards, including individual audits and TCF reviews. Adhere to Underwriting conditions and other key areas as laid out in the QCP.
  • Complete reviews of files pursuant to underwriting or claims manuals.
  • Complete desk review of pricing, documentation and other requirements as outlined in the QCP guidelines.
  • Perform quality control pre-issuance reviews on selected files.
  • Perform analysis of policy documentation to determine if appropriate policy has been issued and meets eligibility requirements/clients demands and needs.
  • Review multiple files based on requirements listed to ensure delegated authority, Service Level Agreements and other pertinent guidelines are met.
  • Conduct call reviews to ensure that customers are provided with all relevant disclosures and information in line with internal standards and regulatory requirements.
  • Assist Head of QC in preparing and maintaining annual Quality Control Programs (QCP) for QC of the Underwriting Departments for Board approval and subsequent implementation.
  • At times assist Head of QC in preparing of deliver monthly/quarterly reports of the QC findings revealed by the QC reviews of underwriting files to Senior Management and other appropriate stakeholders following review.
  • At times assist Head of QC in providing feedback to Underwriting line managers on staff quality issues, discuss trends and agree solutions to issues raised having carried out route cause analysis where appropriate.
  • Review files specifically requested by various stakeholders for audit purposes.
  • Perform other duties as assigned.
  • Assist with ad-hoc audits as required and at short notice where your expertise is welcomed
  • Complete all internal training modules as allocated on Clever Cleggs’ Training Academy.
  • Personal responsibility for ensuring completion of a minimum 15 hours Continual Professional Development (CPD) and setting aside time to ensure own training requirements are met.

 Product and Technical Knowledge           

  • Good working knowledge of Open GI.
  • Remain current with regulation changes from governmental/regulatory agencies, as well as policy changes and any other agency affecting the company’s UW process, or more generally impacting on conduct rules.
  • Remain current with developments on Clegg Gifford product range by reading product guidelines and policy wordings.
  • Able to review underwriting files and understand the underlying products
  • Keep up to date on market developments regarding underwriting.
  • Ensure awareness and understanding of Financial Crime and how it is managed.
  • An understanding of the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers.

Conduct Rules

  • You must act with integrity.
  • You must act with due skill, care and diligence.
  • You must be open and cooperative with the FCA, the PRA and other regulators.
  • You must pay due regard to the interests of customers and treat them fairly.
  • You must observe proper standards of market conduct.
  • You must act to deliver good outcomes for retail customers.

Skills and Competencies

  • Excellent communication skills.
  • An understanding of the UK insurance market, including trends, risks and regulatory changes.
  • The ability to understand diverse client needs, including specific industry risks and business objectives.
  • Ability to manage time effectively, work under pressure and meet deadlines.
  • Excellent timekeeping and presentation of self & work.
  • Strong interpersonal and negotiation skills.
  • Articulate & Numerate.
  • Analytical and ability to solve problems.
  • Excellent attention to detail.
  • Highly organised with an ability to prioritise and deliver allocated tasks.
  • Ability to work alone and as part of a team.
  • Positive can-do attitude and strong team ethic.
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
  • Be positive, enthusiastic and motivational about what you do!

Experience

  • Minimum 3 years’ experience in an underwriting role in the Insurance industry. Within this, preferably over 1 years’ experience of auditing and/or supervising tasks.

Qualifications

  • GCSEs at grades 9 to 4 including English and Maths.
  • Preferably working towards associate degree in insurance (ACII).
  • Maintain Continuous Professional Development annually in line with the Insurance Distribution Directive and any accredited memberships.

Purpose

Primarily responsible for ensuring adherence to underwriting manuals by way of reviewing, critiquing and feeding back findings on reviews to Head of Quality Control. The role can be conducted predominantly from home (once fully trained), but that some office attendance (usually once a week) and at meetings (as required) is to be expected and accepted as part of this role.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Delivering good outcomes for customers and putting the customer’s interests first.
  • Ensure the customer understands what we sell and support the customer in anyway you can.
  • Perform QC reviews of files in accordance with the QCP and accepted quality control standards, including individual audits and TCF reviews. Adhere to Underwriting conditions and other key areas as laid out in the QCP.
  • Complete reviews of files pursuant to underwriting or claims manuals.
  • Complete desk review of pricing, documentation and other requirements as outlined in the QCP guidelines.
  • Perform quality control pre-issuance reviews on selected files.
  • Perform analysis of policy documentation to determine if appropriate policy has been issued and meets eligibility requirements/clients demands and needs.
  • Review multiple files based on requirements listed to ensure delegated authority, Service Level Agreements and other pertinent guidelines are met.
  • Conduct call reviews to ensure that customers are provided with all relevant disclosures and information in line with internal standards and regulatory requirements.
  • Assist Head of QC in preparing and maintaining annual Quality Control Programs (QCP) for QC of the Underwriting Departments for Board approval and subsequent implementation.
  • At times assist Head of QC in preparing of deliver monthly/quarterly reports of the QC findings revealed by the QC reviews of underwriting files to Senior Management and other appropriate stakeholders following review.
  • At times assist Head of QC in providing feedback to Underwriting line managers on staff quality issues, discuss trends and agree solutions to issues raised having carried out route cause analysis where appropriate.
  • Review files specifically requested by various stakeholders for audit purposes.
  • Perform other duties as assigned.
  • Assist with ad-hoc audits as required and at short notice where your expertise is welcomed
  • Complete all internal training modules as allocated on Clever Cleggs’ Training Academy.
  • Personal responsibility for ensuring completion of a minimum 15 hours Continual Professional Development (CPD) and setting aside time to ensure own training requirements are met.

 Product and Technical Knowledge           

  • Good working knowledge of Open GI.
  • Remain current with regulation changes from governmental/regulatory agencies, as well as policy changes and any other agency affecting the company’s UW process, or more generally impacting on conduct rules.
  • Remain current with developments on Clegg Gifford product range by reading product guidelines and policy wordings.
  • Able to review underwriting files and understand the underlying products
  • Keep up to date on market developments regarding underwriting.
  • Ensure awareness and understanding of Financial Crime and how it is managed.
  • An understanding of the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers.

Conduct Rules

  • You must act with integrity.
  • You must act with due skill, care and diligence.
  • You must be open and cooperative with the FCA, the PRA and other regulators.
  • You must pay due regard to the interests of customers and treat them fairly.
  • You must observe proper standards of market conduct.
  • You must act to deliver good outcomes for retail customers.

Skills and Competencies

  • Excellent communication skills.
  • An understanding of the UK insurance market, including trends, risks and regulatory changes.
  • The ability to understand diverse client needs, including specific industry risks and business objectives.
  • Ability to manage time effectively, work under pressure and meet deadlines.
  • Excellent timekeeping and presentation of self & work.
  • Strong interpersonal and negotiation skills.
  • Articulate & Numerate.
  • Analytical and ability to solve problems.
  • Excellent attention to detail.
  • Highly organised with an ability to prioritise and deliver allocated tasks.
  • Ability to work alone and as part of a team.
  • Positive can-do attitude and strong team ethic.
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
  • Be positive, enthusiastic and motivational about what you do!

Experience

  • Minimum 3 years’ experience in an underwriting role in the Insurance industry. Within this, preferably over 1 years’ experience of auditing and/or supervising tasks.

Qualifications

  • GCSEs at grades 9 to 4 including English and Maths.
  • Preferably working towards associate degree in insurance (ACII).
  • Maintain Continuous Professional Development annually in line with the Insurance Distribution Directive and any accredited memberships.
recruitment@cginsurance.com
Apply Now
Underwriting

Account Executive – Birmingham

Clegg Gifford Group Birmingham

Purpose

The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.

You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Delivering good outcomes for customers and putting the customer’s interests first.
  • Ensure the customer understands what we sell and support the customer in anyway you can.
  • Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
  • Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs.
  • Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
  • Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
  • Ensure that telephone calls are answered & dealt with promptly & efficiently.
  • Maintain thorough and accurate records of all customer interactions.
  • Identify complaints and refer to the necessary complaint handler.
  • Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
  • Required to be a referral point within the Branch.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.
  • Required to understand the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers and understand technical knowledge of the Clegg Gifford product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.

Skills and Competencies

  • Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions.
  • An understanding of the UK insurance market, including trends, risks and regulatory changes.
  • The ability to understand diverse client needs, including specific industry risks and business objectives.
  • Ability to manage time effectively, work under pressure and meet deadlines.
  • Excellent timekeeping and presentation of self & work.
  • Strong interpersonal and negotiation skills.
  • Articulate & Numerate.
  • Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges.
  • Excellent attention to detail.
  • Highly organised with an ability to prioritise and deliver allocated tasks.
  • Ability to work alone and as part of a team.
  • Positive can-do attitude and strong team ethic.
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
  • Be positive, enthusiastic and motivational about what you do!

Experience

  • Must have 2 years minimum experience working within a broking or underwriting environment.

Qualifications

  • Cert CII qualification is an advantage.

Purpose

The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.

You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Delivering good outcomes for customers and putting the customer’s interests first.
  • Ensure the customer understands what we sell and support the customer in anyway you can.
  • Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
  • Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs.
  • Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
  • Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
  • Ensure that telephone calls are answered & dealt with promptly & efficiently.
  • Maintain thorough and accurate records of all customer interactions.
  • Identify complaints and refer to the necessary complaint handler.
  • Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
  • Required to be a referral point within the Branch.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.
  • Required to understand the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers and understand technical knowledge of the Clegg Gifford product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.

Skills and Competencies

  • Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions.
  • An understanding of the UK insurance market, including trends, risks and regulatory changes.
  • The ability to understand diverse client needs, including specific industry risks and business objectives.
  • Ability to manage time effectively, work under pressure and meet deadlines.
  • Excellent timekeeping and presentation of self & work.
  • Strong interpersonal and negotiation skills.
  • Articulate & Numerate.
  • Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges.
  • Excellent attention to detail.
  • Highly organised with an ability to prioritise and deliver allocated tasks.
  • Ability to work alone and as part of a team.
  • Positive can-do attitude and strong team ethic.
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
  • Be positive, enthusiastic and motivational about what you do!

Experience

  • Must have 2 years minimum experience working within a broking or underwriting environment.

Qualifications

  • Cert CII qualification is an advantage.
recruitment@cginsurance.com
Apply Now
Underwriting

Account Executive – Sheffield

Clegg Gifford Group Sheffield

Purpose

The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.

You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Delivering good outcomes for customers and putting the customer’s interests first.
  • Ensure the customer understands what we sell and support the customer in anyway you can.
  • Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
  • Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs.
  • Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
  • Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
  • Ensure that telephone calls are answered & dealt with promptly & efficiently.
  • Maintain thorough and accurate records of all customer interactions.
  • Identify complaints and refer to the necessary complaint handler.
  • Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
  • Required to be a referral point within the Branch.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.
  • Required to understand the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers and understand technical knowledge of the Clegg Gifford product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.

Skills and Competencies

  • Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions.
  • An understanding of the UK insurance market, including trends, risks and regulatory changes.
  • The ability to understand diverse client needs, including specific industry risks and business objectives.
  • Ability to manage time effectively, work under pressure and meet deadlines.
  • Excellent timekeeping and presentation of self & work.
  • Strong interpersonal and negotiation skills.
  • Articulate & Numerate.
  • Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges.
  • Excellent attention to detail.
  • Highly organised with an ability to prioritise and deliver allocated tasks.
  • Ability to work alone and as part of a team.
  • Positive can-do attitude and strong team ethic.
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
  • Be positive, enthusiastic and motivational about what you do!

Experience

  • Must have 2 years minimum experience working within a broking or underwriting environment.

Qualifications

  • Cert CII qualification is an advantage.

Purpose

The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.

You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Delivering good outcomes for customers and putting the customer’s interests first.
  • Ensure the customer understands what we sell and support the customer in anyway you can.
  • Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
  • Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs.
  • Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
  • Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
  • Ensure that telephone calls are answered & dealt with promptly & efficiently.
  • Maintain thorough and accurate records of all customer interactions.
  • Identify complaints and refer to the necessary complaint handler.
  • Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
  • Required to be a referral point within the Branch.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.
  • Required to understand the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers and understand technical knowledge of the Clegg Gifford product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.

Skills and Competencies

  • Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions.
  • An understanding of the UK insurance market, including trends, risks and regulatory changes.
  • The ability to understand diverse client needs, including specific industry risks and business objectives.
  • Ability to manage time effectively, work under pressure and meet deadlines.
  • Excellent timekeeping and presentation of self & work.
  • Strong interpersonal and negotiation skills.
  • Articulate & Numerate.
  • Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges.
  • Excellent attention to detail.
  • Highly organised with an ability to prioritise and deliver allocated tasks.
  • Ability to work alone and as part of a team.
  • Positive can-do attitude and strong team ethic.
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
  • Be positive, enthusiastic and motivational about what you do!

Experience

  • Must have 2 years minimum experience working within a broking or underwriting environment.

Qualifications

  • Cert CII qualification is an advantage.
recruitment@cginsurance.com
Apply Now
Underwriting

Account Executive – Tunbridge Wells

Clegg Gifford Group Tunbridge Wells

Purpose

The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.

You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Delivering good outcomes for customers and putting the customer’s interests first.
  • Ensure the customer understands what we sell and support the customer in anyway you can.
  • Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
  • Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs.
  • Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
  • Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
  • Ensure that telephone calls are answered & dealt with promptly & efficiently.
  • Maintain thorough and accurate records of all customer interactions.
  • Identify complaints and refer to the necessary complaint handler.
  • Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
  • Required to be a referral point within the Branch.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.
  • Required to understand the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers and understand technical knowledge of the Clegg Gifford product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.

Skills and Competencies

  • Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions.
  • An understanding of the UK insurance market, including trends, risks and regulatory changes.
  • The ability to understand diverse client needs, including specific industry risks and business objectives.
  • Ability to manage time effectively, work under pressure and meet deadlines.
  • Excellent timekeeping and presentation of self & work.
  • Strong interpersonal and negotiation skills.
  • Articulate & Numerate.
  • Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges.
  • Excellent attention to detail.
  • Highly organised with an ability to prioritise and deliver allocated tasks.
  • Ability to work alone and as part of a team.
  • Positive can-do attitude and strong team ethic.
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
  • Be positive, enthusiastic and motivational about what you do!

Experience

  • Must have 2 years minimum experience working within a broking or underwriting environment.

Qualifications

  • Cert CII qualification is an advantage.

Purpose

The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.

You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Delivering good outcomes for customers and putting the customer’s interests first.
  • Ensure the customer understands what we sell and support the customer in anyway you can.
  • Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
  • Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs.
  • Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
  • Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
  • Ensure that telephone calls are answered & dealt with promptly & efficiently.
  • Maintain thorough and accurate records of all customer interactions.
  • Identify complaints and refer to the necessary complaint handler.
  • Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
  • Required to be a referral point within the Branch.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.
  • Required to understand the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers and understand technical knowledge of the Clegg Gifford product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.

Skills and Competencies

  • Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions.
  • An understanding of the UK insurance market, including trends, risks and regulatory changes.
  • The ability to understand diverse client needs, including specific industry risks and business objectives.
  • Ability to manage time effectively, work under pressure and meet deadlines.
  • Excellent timekeeping and presentation of self & work.
  • Strong interpersonal and negotiation skills.
  • Articulate & Numerate.
  • Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges.
  • Excellent attention to detail.
  • Highly organised with an ability to prioritise and deliver allocated tasks.
  • Ability to work alone and as part of a team.
  • Positive can-do attitude and strong team ethic.
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
  • Be positive, enthusiastic and motivational about what you do!

Experience

  • Must have 2 years minimum experience working within a broking or underwriting environment.

Qualifications

  • Cert CII qualification is an advantage.
recruitment@cginsurance.com
Apply Now

Senior Broker (Sales) – Colchester

Clegg Gifford Group Colchester

Summary

The role is within the Underwriting Department. The purpose of the role is to provide quotations for New Business and to assist the Branch and be a referral point for the Trainees. The role requires dealing with clients in the branch, over the phone and via e-mail to ensure sales targets are maximised, through the provision of efficient communication & negotiation skills.

We are looking for a candidate who has good judgement, is analytical, pays great attention to detail, is flexible, initiative-taking, driven & who delivers excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
  • Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client’s demands and needs.
  • Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
  • Calculate New Business premiums in accordance with the specific carrier’s risk appetite and guidelines or consult with insurers for all non-delegated authority business.
  • Ensure that telephone calls are answered & dealt with promptly & efficiently.
  • Maintain thorough and accurate records of all customer interactions.
  • Handle complaints in line with the current process
  • Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
  • Required to be a referral point within the Branch for Trainees.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.

Product and Technical Knowledge

  • Required to understand the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers.
  • Required to understand technical knowledge of the Clegg Gifford product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.

Skills and Competencies

  • Competent in windows-based programmes; word, excel, outlook and internet
  • Excellent communication skills: written and oral
  • Ability to work alone and as part of a team
  • Positive can-do attitude
  • Strong team ethic
  • Manage time effectively; ability to work under pressure
  • Good personal organisation skills
  • Good timekeeping and presentation of self and work
  • Strong negotiation and people skills
  • Articulate & Numerate
  • Works with a high degree of accuracy in all tasks
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA), Guernsey Financial Services Commission (GFSC) and Jersey Financial Services Commission (JFSC)

Experience

  • Must have 3 years minimum experience working within a broking or underwriting environment

Qualifications

  • Educated to GCSE level an advantage
  • Cert CII qualification an advantage

Summary

The role is within the Underwriting Department. The purpose of the role is to provide quotations for New Business and to assist the Branch and be a referral point for the Trainees. The role requires dealing with clients in the branch, over the phone and via e-mail to ensure sales targets are maximised, through the provision of efficient communication & negotiation skills.

We are looking for a candidate who has good judgement, is analytical, pays great attention to detail, is flexible, initiative-taking, driven & who delivers excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
  • Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client’s demands and needs.
  • Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
  • Calculate New Business premiums in accordance with the specific carrier’s risk appetite and guidelines or consult with insurers for all non-delegated authority business.
  • Ensure that telephone calls are answered & dealt with promptly & efficiently.
  • Maintain thorough and accurate records of all customer interactions.
  • Handle complaints in line with the current process
  • Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
  • Required to be a referral point within the Branch for Trainees.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.

Product and Technical Knowledge

  • Required to understand the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers.
  • Required to understand technical knowledge of the Clegg Gifford product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.

Skills and Competencies

  • Competent in windows-based programmes; word, excel, outlook and internet
  • Excellent communication skills: written and oral
  • Ability to work alone and as part of a team
  • Positive can-do attitude
  • Strong team ethic
  • Manage time effectively; ability to work under pressure
  • Good personal organisation skills
  • Good timekeeping and presentation of self and work
  • Strong negotiation and people skills
  • Articulate & Numerate
  • Works with a high degree of accuracy in all tasks
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA), Guernsey Financial Services Commission (GFSC) and Jersey Financial Services Commission (JFSC)

Experience

  • Must have 3 years minimum experience working within a broking or underwriting environment

Qualifications

  • Educated to GCSE level an advantage
  • Cert CII qualification an advantage
recruitment@cginsurance.com
Apply Now

Account Executive – Portsmouth

Clegg Gifford Group Portsmouth

Purpose

The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.

You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Delivering good outcomes for customers and putting the customer’s interests first.
  • Ensure the customer understands what we sell and support the customer in anyway you can.
  • Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
  • Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs.
  • Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
  • Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
  • Ensure that telephone calls are answered & dealt with promptly & efficiently.
  • Maintain thorough and accurate records of all customer interactions.
  • Identify complaints and refer to the necessary complaint handler.
  • Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
  • Required to be a referral point within the Branch.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.
  • Required to understand the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers and understand technical knowledge of the Clegg Gifford product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.

Skills and Competencies

  • Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions.
  • An understanding of the UK insurance market, including trends, risks and regulatory changes.
  • The ability to understand diverse client needs, including specific industry risks and business objectives.
  • Ability to manage time effectively, work under pressure and meet deadlines.
  • Excellent timekeeping and presentation of self & work.
  • Strong interpersonal and negotiation skills.
  • Articulate & Numerate.
  • Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges.
  • Excellent attention to detail.
  • Highly organised with an ability to prioritise and deliver allocated tasks.
  • Ability to work alone and as part of a team.
  • Positive can-do attitude and strong team ethic.
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
  • Be positive, enthusiastic and motivational about what you do!

Experience

  • Must have 2 years minimum experience working within a broking or underwriting environment.

Qualifications

  • Cert CII qualification is an advantage.

Purpose

The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.

You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Delivering good outcomes for customers and putting the customer’s interests first.
  • Ensure the customer understands what we sell and support the customer in anyway you can.
  • Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
  • Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs.
  • Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
  • Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
  • Ensure that telephone calls are answered & dealt with promptly & efficiently.
  • Maintain thorough and accurate records of all customer interactions.
  • Identify complaints and refer to the necessary complaint handler.
  • Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
  • Required to be a referral point within the Branch.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.
  • Required to understand the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers and understand technical knowledge of the Clegg Gifford product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.

Skills and Competencies

  • Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions.
  • An understanding of the UK insurance market, including trends, risks and regulatory changes.
  • The ability to understand diverse client needs, including specific industry risks and business objectives.
  • Ability to manage time effectively, work under pressure and meet deadlines.
  • Excellent timekeeping and presentation of self & work.
  • Strong interpersonal and negotiation skills.
  • Articulate & Numerate.
  • Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges.
  • Excellent attention to detail.
  • Highly organised with an ability to prioritise and deliver allocated tasks.
  • Ability to work alone and as part of a team.
  • Positive can-do attitude and strong team ethic.
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
  • Be positive, enthusiastic and motivational about what you do!

Experience

  • Must have 2 years minimum experience working within a broking or underwriting environment.

Qualifications

  • Cert CII qualification is an advantage.
recruitment@cginsurance.com
Apply Now

Commercial Telemarketer

Clegg Gifford Group Harrogate

Purpose

To contact new prospects via outbound and inbounds calls to obtain quotations for retail branches and will focus specifically on Commercial insurance.

We are looking for a candidate who is willing to learn, flexible, self-motivated, driven and delivers excellent customer service.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Delivering good outcomes for customers and putting the customer’s interests first.
  • Ensure the customer understands what we sell and support the customer in anyway you can.
  • Prospecting clients via inbound and outbound calls.
  • Searching for local business close to branches.
  • Ask pertinent questions to understand the customer’s requirements.
  • Record the customers personal information accurately on the database.
  • Go the “extra mile” to meet quote targets.

Conduct Rules

  • You must act with integrity.
  • You must act with due skill, care and diligence.
  • You must be open and cooperative with the FCA, the PRA and other regulators.
  • You must pay due regard to the interests of customers and treat them fairly.
  • You must observe proper standards of market conduct.
  • You must act to deliver good outcomes for retail customers.

Skills and Competencies

  • Excellent communication skills, including effective communication with clients and insurers.
  • Ability to manage time effectively, work under pressure and meet deadlines.
  • Excellent timekeeping and presentation of self & work.
  • Strong interpersonal and negotiation skills.
  • Articulate & Numerate.
  • Analytical and ability to solve problems.
  • Excellent attention to detail.
  • Highly organised with an ability to prioritise and deliver allocated tasks.
  • Ability to work alone and as part of a team.
  • Positive can-do attitude and strong team ethic.
  • Able to remain patient and handle customer objections.
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
  • Be positive, enthusiastic and motivational about what you do!

Experience

  • Previous sales experience via telephone or face to face.

Qualifications

  • GCSEs at grades 9 to 4 including English and Maths.

Purpose

To contact new prospects via outbound and inbounds calls to obtain quotations for retail branches and will focus specifically on Commercial insurance.

We are looking for a candidate who is willing to learn, flexible, self-motivated, driven and delivers excellent customer service.

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Delivering good outcomes for customers and putting the customer’s interests first.
  • Ensure the customer understands what we sell and support the customer in anyway you can.
  • Prospecting clients via inbound and outbound calls.
  • Searching for local business close to branches.
  • Ask pertinent questions to understand the customer’s requirements.
  • Record the customers personal information accurately on the database.
  • Go the “extra mile” to meet quote targets.

Conduct Rules

  • You must act with integrity.
  • You must act with due skill, care and diligence.
  • You must be open and cooperative with the FCA, the PRA and other regulators.
  • You must pay due regard to the interests of customers and treat them fairly.
  • You must observe proper standards of market conduct.
  • You must act to deliver good outcomes for retail customers.

Skills and Competencies

  • Excellent communication skills, including effective communication with clients and insurers.
  • Ability to manage time effectively, work under pressure and meet deadlines.
  • Excellent timekeeping and presentation of self & work.
  • Strong interpersonal and negotiation skills.
  • Articulate & Numerate.
  • Analytical and ability to solve problems.
  • Excellent attention to detail.
  • Highly organised with an ability to prioritise and deliver allocated tasks.
  • Ability to work alone and as part of a team.
  • Positive can-do attitude and strong team ethic.
  • Able to remain patient and handle customer objections.
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
  • Be positive, enthusiastic and motivational about what you do!

Experience

  • Previous sales experience via telephone or face to face.

Qualifications

  • GCSEs at grades 9 to 4 including English and Maths.
recruitment@cginsurance.com
Apply Now
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