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Careers

Underwriting

Plymouth Branch Manager

Clegg Gifford Group Plymouth

Summary

Manage the maintenance, development, performance, governance, administration and delivery of the insurance provision for the organisation to produce an efficient service and delivery solution, maximizing efficiency, performance and best value against pre-agreed targets

 

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Ensure that the insurance team understands its duties and its role within the organisation.
  • Responsibility to adhere to agreed criteria and budgets and plan to maximize efficiency, best value and performance.
  • Meet your targets and those of the team and organisation as a whole.
  • The smooth running of the of the team and organisation as a whole.
  • Contribute to training and development of the team and organisation as a whole.
  • Assist Line Manager in achieving maximum customer satisfaction in accordance with organisation plans.
  • Maintain responsibility for performing all duties in compliance with related legal/statutory, regulations, professional standards, responsibilities and obligations and insert as applicable.
  • Day to day responsibilities agreed with your manager to include:
  • Manage, direct and monitor insurance activities and the overall performance of the team to increase efficiency and maximize performance.
  • General administration of all insurance provisions including claims.
  • Effective liaison, support, and assistance with the whole of the organisation.
  • Maintain and improve mechanisms for the provision of insurance, including surveying and measuring governance, performance, administration and outcomes and disseminate feedback to the appropriate persons/entities.
  • Utilise systems to manage insurance functions, analysis and documentation.
  • Direct the development of plans for insurance, including management to achieve targets.
  • Developing plans for insurance progress.
  • Support to all other departments with insurance related issues.
  • Subject to agreed criteria; recruitment, training, set action and targets, appraise and manage performance, development, coaching and general support of all team members to ensure targets are met.
  • Reporting (content and format as agreed) on a monthly basis or as otherwise required.
  • Assist in developing plans for team activities to include strategy to achieve targets.
  • Delegate authority and responsibility to team with supervision, accountability and review.
  • Manage and maintain contact with internal and external clients/customers and suppliers.
  • Set an example for team members of commitment, insurance management, administration standards, work ethics and habits and personal character.
  • Maintain accurate records.
  • Responsibly use resources and control expenses to meet budgetary controls.
  • Adhere to all organisation policies and procedures.
  • Interact and co-operate with all members of the organisation, its suppliers and customers.
  • From time to time, you may be expected to be part of special projects as are reasonably required of your job role.
  • You are responsible for your allocated workload and must meet all targets as agreed with your Line Manager.
  • You must contribute towards the smooth running of the organisation generally.
  • Attend, promote and arrange marketing & networking events.

 

Experience

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

 

Qualifications

  • Cert CII qualification an advantage.

Summary

Manage the maintenance, development, performance, governance, administration and delivery of the insurance provision for the organisation to produce an efficient service and delivery solution, maximizing efficiency, performance and best value against pre-agreed targets

 

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Ensure that the insurance team understands its duties and its role within the organisation.
  • Responsibility to adhere to agreed criteria and budgets and plan to maximize efficiency, best value and performance.
  • Meet your targets and those of the team and organisation as a whole.
  • The smooth running of the of the team and organisation as a whole.
  • Contribute to training and development of the team and organisation as a whole.
  • Assist Line Manager in achieving maximum customer satisfaction in accordance with organisation plans.
  • Maintain responsibility for performing all duties in compliance with related legal/statutory, regulations, professional standards, responsibilities and obligations and insert as applicable.
  • Day to day responsibilities agreed with your manager to include:
  • Manage, direct and monitor insurance activities and the overall performance of the team to increase efficiency and maximize performance.
  • General administration of all insurance provisions including claims.
  • Effective liaison, support, and assistance with the whole of the organisation.
  • Maintain and improve mechanisms for the provision of insurance, including surveying and measuring governance, performance, administration and outcomes and disseminate feedback to the appropriate persons/entities.
  • Utilise systems to manage insurance functions, analysis and documentation.
  • Direct the development of plans for insurance, including management to achieve targets.
  • Developing plans for insurance progress.
  • Support to all other departments with insurance related issues.
  • Subject to agreed criteria; recruitment, training, set action and targets, appraise and manage performance, development, coaching and general support of all team members to ensure targets are met.
  • Reporting (content and format as agreed) on a monthly basis or as otherwise required.
  • Assist in developing plans for team activities to include strategy to achieve targets.
  • Delegate authority and responsibility to team with supervision, accountability and review.
  • Manage and maintain contact with internal and external clients/customers and suppliers.
  • Set an example for team members of commitment, insurance management, administration standards, work ethics and habits and personal character.
  • Maintain accurate records.
  • Responsibly use resources and control expenses to meet budgetary controls.
  • Adhere to all organisation policies and procedures.
  • Interact and co-operate with all members of the organisation, its suppliers and customers.
  • From time to time, you may be expected to be part of special projects as are reasonably required of your job role.
  • You are responsible for your allocated workload and must meet all targets as agreed with your Line Manager.
  • You must contribute towards the smooth running of the organisation generally.
  • Attend, promote and arrange marketing & networking events.

 

Experience

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

 

Qualifications

  • Cert CII qualification an advantage.
Apply Now
Claims

Claims Negotiator

Clegg Gifford Group Romford

Summary

To deal with all aspects of both first party and third party claims including, but not limited to; customer claims, third party damage claims, credit hire and credit repair damage claims within agreed quality and service standard up to the specified handling authority limit.

 

 

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Manage individual first and third party claims from cradle to grave to successful conclusion. Negotiate settlement of claims in a proactive & cost effective manner.
  • Provide an A class claims service to both first and third parties.
  • Monitor individual claims on a daily basis, controlling the overall claims costs.
  • Intervene on individual claims in order to keep claims costs to a minimum, this will include intervening and providing claimants with a replacement hire vehicle via our panel supplier.
  • Attend relevant market forums.
  • Contribute to plans for managing all aspects claims issues that arise from time to time.
  • Be aware of market developments regarding credit hire, credit repair and third party damage claim management.
  • Ensure awareness of TCF and how customers are managed.
  • Ensure awareness and understanding of Financial Crime.

 

Skills and Competencies

  • Ability to work on own initiative
  • Good communication skills
  • Able to meet deadlines and manage time effectively
  • Ability to multi-task and prioritise workload
  • Use the in house systems
  • Identify problems & communicate accordingly
  • Comply with FCA and audit requirements
  • Escalate any conflicting work requests

 

Experience

  • Previous experience in dealing with first and third-party damage, including credit hire claims including subrogated recoveries
  • A reasonable level of understanding of the MIB, RTA and Article 75 status
  • A basic understanding of the Civil Procedure Rules
  • A high level of understanding for both the ABI GTA/Non GTA credit hire processes
  • Experience in negotiating litigated claims

 

Qualifications

  • Ideally you will either be Cert CII qualified or working towards this qualification

Summary

To deal with all aspects of both first party and third party claims including, but not limited to; customer claims, third party damage claims, credit hire and credit repair damage claims within agreed quality and service standard up to the specified handling authority limit.

 

 

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Manage individual first and third party claims from cradle to grave to successful conclusion. Negotiate settlement of claims in a proactive & cost effective manner.
  • Provide an A class claims service to both first and third parties.
  • Monitor individual claims on a daily basis, controlling the overall claims costs.
  • Intervene on individual claims in order to keep claims costs to a minimum, this will include intervening and providing claimants with a replacement hire vehicle via our panel supplier.
  • Attend relevant market forums.
  • Contribute to plans for managing all aspects claims issues that arise from time to time.
  • Be aware of market developments regarding credit hire, credit repair and third party damage claim management.
  • Ensure awareness of TCF and how customers are managed.
  • Ensure awareness and understanding of Financial Crime.

 

Skills and Competencies

  • Ability to work on own initiative
  • Good communication skills
  • Able to meet deadlines and manage time effectively
  • Ability to multi-task and prioritise workload
  • Use the in house systems
  • Identify problems & communicate accordingly
  • Comply with FCA and audit requirements
  • Escalate any conflicting work requests

 

Experience

  • Previous experience in dealing with first and third-party damage, including credit hire claims including subrogated recoveries
  • A reasonable level of understanding of the MIB, RTA and Article 75 status
  • A basic understanding of the Civil Procedure Rules
  • A high level of understanding for both the ABI GTA/Non GTA credit hire processes
  • Experience in negotiating litigated claims

 

Qualifications

  • Ideally you will either be Cert CII qualified or working towards this qualification
Apply Now
Underwriting

Insurance Broker

Clegg Gifford Group Edinburgh

Summary

The role is within the Underwriting Department, based at the Edinburgh office. 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.
  • 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.

 

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, based at the Edinburgh office. 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.
  • 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.

 

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

Underwriting Admin Manager

Clegg Gifford Group Romford

Summary

To support the Team as a whole and facilitate the management of workloads and a team of underwriters, brokers and administrators overseeing the policy administration of Commercial and personal lines insurance policies. To ensure that best practice is adhered to and ensuring 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.
  • Hold regular meetings with Team Members.
  • Lead by example and to demonstrate excellent customer service skills so as to provide a high standard of internal and external customer contact including taking calls if required and quoting or making adjustments to the appropriate risks within your granted authority limits.
  • 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 Word, Excel and Outlook
  • Excellent communication skills, both written and oral
  • Manage time effectively; ability to work under pressure and 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 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 Team as a whole and facilitate the management of workloads and a team of underwriters, brokers and administrators overseeing the policy administration of Commercial and personal lines insurance policies. To ensure that best practice is adhered to and ensuring 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.
  • Hold regular meetings with Team Members.
  • Lead by example and to demonstrate excellent customer service skills so as to provide a high standard of internal and external customer contact including taking calls if required and quoting or making adjustments to the appropriate risks within your granted authority limits.
  • 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 Word, Excel and Outlook
  • Excellent communication skills, both written and oral
  • Manage time effectively; ability to work under pressure and 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 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
Underwriting

Brighton Branch Manager

Clegg Gifford Group Brighton

Summary

Manage the maintenance, development, performance, governance, administration and delivery of the insurance provision for the organisation to produce an efficient service and delivery solution, maximizing efficiency, performance and best value against pre-agreed targets

 

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Ensure that the insurance team understands its duties and its role within the organisation.
  • Responsibility to adhere to agreed criteria and budgets and plan to maximize efficiency, best value and performance.
  • Meet your targets and those of the team and organisation as a whole.
  • The smooth running of the of the team and organisation as a whole.
  • Contribute to training and development of the team and organisation as a whole.
  • Assist Line Manager in achieving maximum customer satisfaction in accordance with organisation plans.
  • Maintain responsibility for performing all duties in compliance with related legal/statutory, regulations, professional standards, responsibilities and obligations and insert as applicable.
  • Day to day responsibilities agreed with your manager to include:
  • Manage, direct and monitor insurance activities and the overall performance of the team to increase efficiency and maximize performance.
  • General administration of all insurance provisions including claims.
  • Effective liaison, support, and assistance with the whole of the organisation.
  • Maintain and improve mechanisms for the provision of insurance, including surveying and measuring governance, performance, administration and outcomes and disseminate feedback to the appropriate persons/entities.
  • Utilise systems to manage insurance functions, analysis and documentation.
  • Direct the development of plans for insurance, including management to achieve targets.
  • Developing plans for insurance progress.
  • Support to all other departments with insurance related issues.
  • Subject to agreed criteria; recruitment, training, set action and targets, appraise and manage performance, development, coaching and general support of all team members to ensure targets are met.
  • Reporting (content and format as agreed) on a monthly basis or as otherwise required.
  • Assist in developing plans for team activities to include strategy to achieve targets.
  • Delegate authority and responsibility to team with supervision, accountability and review.
  • Manage and maintain contact with internal and external clients/customers and suppliers.
  • Set an example for team members of commitment, insurance management, administration standards, work ethics and habits and personal character.
  • Maintain accurate records.
  • Responsibly use resources and control expenses to meet budgetary controls.
  • Adhere to all organisation policies and procedures.
  • Interact and co-operate with all members of the organisation, its suppliers and customers.
  • From time to time, you may be expected to be part of special projects as are reasonably required of your job role.
  • You are responsible for your allocated workload and must meet all targets as agreed with your Line Manager.
  • You must contribute towards the smooth running of the organisation generally.
  • Attend, promote and arrange marketing & networking events.

 

Experience

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

 

Qualifications

  • Cert CII qualification an advantage.

Summary

Manage the maintenance, development, performance, governance, administration and delivery of the insurance provision for the organisation to produce an efficient service and delivery solution, maximizing efficiency, performance and best value against pre-agreed targets

 

Key Responsibilities

  • Adhere to all company policies and procedures.
  • Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
  • Ensure that the insurance team understands its duties and its role within the organisation.
  • Responsibility to adhere to agreed criteria and budgets and plan to maximize efficiency, best value and performance.
  • Meet your targets and those of the team and organisation as a whole.
  • The smooth running of the of the team and organisation as a whole.
  • Contribute to training and development of the team and organisation as a whole.
  • Assist Line Manager in achieving maximum customer satisfaction in accordance with organisation plans.
  • Maintain responsibility for performing all duties in compliance with related legal/statutory, regulations, professional standards, responsibilities and obligations and insert as applicable.
  • Day to day responsibilities agreed with your manager to include:
  • Manage, direct and monitor insurance activities and the overall performance of the team to increase efficiency and maximize performance.
  • General administration of all insurance provisions including claims.
  • Effective liaison, support, and assistance with the whole of the organisation.
  • Maintain and improve mechanisms for the provision of insurance, including surveying and measuring governance, performance, administration and outcomes and disseminate feedback to the appropriate persons/entities.
  • Utilise systems to manage insurance functions, analysis and documentation.
  • Direct the development of plans for insurance, including management to achieve targets.
  • Developing plans for insurance progress.
  • Support to all other departments with insurance related issues.
  • Subject to agreed criteria; recruitment, training, set action and targets, appraise and manage performance, development, coaching and general support of all team members to ensure targets are met.
  • Reporting (content and format as agreed) on a monthly basis or as otherwise required.
  • Assist in developing plans for team activities to include strategy to achieve targets.
  • Delegate authority and responsibility to team with supervision, accountability and review.
  • Manage and maintain contact with internal and external clients/customers and suppliers.
  • Set an example for team members of commitment, insurance management, administration standards, work ethics and habits and personal character.
  • Maintain accurate records.
  • Responsibly use resources and control expenses to meet budgetary controls.
  • Adhere to all organisation policies and procedures.
  • Interact and co-operate with all members of the organisation, its suppliers and customers.
  • From time to time, you may be expected to be part of special projects as are reasonably required of your job role.
  • You are responsible for your allocated workload and must meet all targets as agreed with your Line Manager.
  • You must contribute towards the smooth running of the organisation generally.
  • Attend, promote and arrange marketing & networking events.

 

Experience

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

 

Qualifications

  • Cert CII qualification an advantage.
Apply Now
Underwriting

Brighton Account Executive

Clegg Gifford Group Brighton

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
Underwriting

Laindon Account Executive

Clegg Gifford Group Laindon

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
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