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Careers

Senior Broker (Telesales)

Clegg Gifford Group Birmingham

Purpose

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 face to face lead generation, 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.
  • 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’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.
  • Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.
  • Required to attend network events as and when required.
  • Develop and implement strategies to generate new business opportunities.

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.

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, 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 3 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 to assist the Branch and be a referral point for the Trainees. The role requires face to face lead generation, 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.
  • 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’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.
  • Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.
  • Required to attend network events as and when required.
  • Develop and implement strategies to generate new business opportunities.

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.

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, 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 3 years minimum experience working within a broking or underwriting environment.

Qualifications

  • Cert CII qualification is an advantage.
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.
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.
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.
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
Apply Now
Underwriting

Customer Service Assistant – Glasgow

Clegg Gifford Group Glasgow

Purpose

The purpose of the role is to provide quotations for Existing Business and Renewals 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 retention targets are maximised, through the provision of efficient communication & negotiation skills.

The role will require someone who has good judgement, is analytical, pays great attention to detail, is flexible, self-motivated, 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.
  • 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 Existing Business and Renewals.
  • 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 Renewal premiums in accordance with the specific carrier’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 for Trainees 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.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.

Product & 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

  • 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

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

Purpose

The purpose of the role is to provide quotations for Existing Business and Renewals 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 retention targets are maximised, through the provision of efficient communication & negotiation skills.

The role will require someone who has good judgement, is analytical, pays great attention to detail, is flexible, self-motivated, 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.
  • 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 Existing Business and Renewals.
  • 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 Renewal premiums in accordance with the specific carrier’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 for Trainees 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.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.

Product & 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

  • 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

  • Educated to GCSE level an advantage.
  • Cert CII qualification an advantage.
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.
Apply Now
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