Careers

Senior Broker (Sales) – London Minories

Clegg Gifford Group London Minories

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

Account Executive – Newcastle

Clegg Gifford Group Newcastle

Summary

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.
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.

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 interpersonal 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)The above represents the key responsibilities within your role. However, you may be required to cover additional duties or attend different offices as and when requested.
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.

Experience

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

Qualifications

Cert CII qualification an advantage.

Summary

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.
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.

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 interpersonal 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)The above represents the key responsibilities within your role. However, you may be required to cover additional duties or attend different offices as and when requested.
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.

Experience

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

Qualifications

Cert CII qualification an advantage.

Apply Now

Account Executive – Plymouth

Clegg Gifford Group Plymouth

Summary

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.
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.

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 interpersonal 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)The above represents the key responsibilities within your role. However, you may be required to cover additional duties or attend different offices as and when requested.
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.

Experience

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

Qualifications

Cert CII qualification an advantage.

Summary

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.
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.

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 interpersonal 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)The above represents the key responsibilities within your role. However, you may be required to cover additional duties or attend different offices as and when requested.
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.

Experience

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

Qualifications

Cert CII qualification an advantage.

Apply Now

Account Executive – Bristol

Clegg Gifford Group Bristol

Summary

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.
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.

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 interpersonal 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)The above represents the key responsibilities within your role. However, you may be required to cover additional duties or attend different offices as and when requested.
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.

Experience

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

Qualifications

Cert CII qualification an advantage.

Summary

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.
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.

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 interpersonal 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)The above represents the key responsibilities within your role. However, you may be required to cover additional duties or attend different offices as and when requested.
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.

Experience

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

Qualifications

Cert CII qualification an advantage.

Apply Now

Retention Team Leader

Clegg Gifford Group Romford

Summary

To support the Renewals Team facilitating the management of workloads and a team of underwriters overseeing the renewal of Commercial and personal lines insurance policies. Working closely with the Branch Manager to ensure retention targets are maximised and that best practice is adhered to when quoting and the department are working within SLA’s and agreed binding authority agreements.

Key Responsibilities

Adhere to all company policies and procedures.
Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
Daily organisation of workloads within the Team to ensure that deadlines and SLA’s are met in accordance with company policies and any agreed binding authority agreements.
Supporting the Team to create an efficient, customer focused culture achieving Team service levels and objectives.
Assist with the Management, Training and Development of the Team.
Review MI, statistics, and QC feedback; provide feedback to the employees in line with CG and carrier requirements and provide suggestions for change from the root cause analysis.
Referral point for risks and queries from the Team.
Manage & record one on one’s monthly and provide summary reports.
Lead by example and to demonstrate excellent customer service skills providing a high standard of internal and external customer contact including taking calls if required and quoting or adjusting the appropriate risks within your granted authority limits.
To attend meetings when required with external companies including client prospects along with new and existing customers.
Ensure the team are aware of and comply with all relevant legislative requirements, including financial services regulations, GDPR, and complaints procedures.
Ensure there is fairness to our customers through procedures, whilst ensuring clear communication with both our internal and external customers, people, and partners.

Product and Technical Knowledge

Technical knowledge of the Clegg Gifford Motor & commercial product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.
An understanding of the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers.

Skills and Competencies

Competent in Windows Excel, Outlook and Word
Excellent communication skills (written and oral)
Able to manage time effectively and work under pressure to meet deadlines
Strong leadership qualities
Excellent timekeeping and presentation of self and work
Strong interpersonal and relationship skills
Articulate & Numerate
Significant focus on delivery of a first-class customer experience
Works with a high degree of accuracy in all tasks
Highly organised with an ability to prioritise and deliver allocated risks
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)
Be positive, enthusiastic, and motivational about what you do!

Experience

Must have 3 years’ experience working in a broking or underwriting Environment
Supervisory or management experience an advantage

Qualifications

CII qualification or working to obtain the qualification

Summary

To support the Renewals Team facilitating the management of workloads and a team of underwriters overseeing the renewal of Commercial and personal lines insurance policies. Working closely with the Branch Manager to ensure retention targets are maximised and that best practice is adhered to when quoting and the department are working within SLA’s and agreed binding authority agreements.

Key Responsibilities

Adhere to all company policies and procedures.
Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
Daily organisation of workloads within the Team to ensure that deadlines and SLA’s are met in accordance with company policies and any agreed binding authority agreements.
Supporting the Team to create an efficient, customer focused culture achieving Team service levels and objectives.
Assist with the Management, Training and Development of the Team.
Review MI, statistics, and QC feedback; provide feedback to the employees in line with CG and carrier requirements and provide suggestions for change from the root cause analysis.
Referral point for risks and queries from the Team.
Manage & record one on one’s monthly and provide summary reports.
Lead by example and to demonstrate excellent customer service skills providing a high standard of internal and external customer contact including taking calls if required and quoting or adjusting the appropriate risks within your granted authority limits.
To attend meetings when required with external companies including client prospects along with new and existing customers.
Ensure the team are aware of and comply with all relevant legislative requirements, including financial services regulations, GDPR, and complaints procedures.
Ensure there is fairness to our customers through procedures, whilst ensuring clear communication with both our internal and external customers, people, and partners.

Product and Technical Knowledge

Technical knowledge of the Clegg Gifford Motor & commercial product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.
An understanding of the legal principles of insurance and insurance contracts including Clegg Gifford’s obligations to insurers.

Skills and Competencies

Competent in Windows Excel, Outlook and Word
Excellent communication skills (written and oral)
Able to manage time effectively and work under pressure to meet deadlines
Strong leadership qualities
Excellent timekeeping and presentation of self and work
Strong interpersonal and relationship skills
Articulate & Numerate
Significant focus on delivery of a first-class customer experience
Works with a high degree of accuracy in all tasks
Highly organised with an ability to prioritise and deliver allocated risks
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)
Be positive, enthusiastic, and motivational about what you do!

Experience

Must have 3 years’ experience working in a broking or underwriting Environment
Supervisory or management experience an advantage

Qualifications

CII qualification or working to obtain the qualification

Apply Now

Senior Broker (Sales) – Wakefield

Clegg Gifford Group Wakefield

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

Senior Broker (Sales) – Portsmouth

Clegg Gifford Group Portsmouth

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

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