Summary

To carry out all aspects of the insurance broking role, within set parameters, to ensure high levels of customer service are delivered at all times to clients, insurers, colleagues and supplier

Key Responsibilities

To provide a high level of customer service to Yutree's SME and corporate clients at all times in writing, over the telephone and face to face
To manage all renewal, new, mid-term and occassional claims work, as required
To support the directors with all aspects of their direct client work including attending meetings where required
To provide business reports as required
Acturis - to keep electronic files up to date, in order and all work tasked/diaried there accordingly
To take on extra responsibilities from time to time as required by the business

Person Specification

Qualifications & Training

Educated to GCSE level with Maths and English at Grade C or above
Minimum of Cert CII
Advanced knowledge of MS Office
Educated to A Level standard (desirable)
DipCII or ACII (desirable)
Working knowledge of Acturis (desirable)
Full clean driving licence (desirable)

Experience

At least 3 years' experience in a commercial insurance environment
Specific broking, underwriting and/or commercial claims experience (desirable)
Experience of dealing with clients face to face (desirable)

Competencies

Strong customer service focus
Self motivated
High levels of communication skills both written, face to face and over the telephone
Strong organisational skills
Being a good team player whilst also having an independent problem solving approach to work
Good attention to detail

Commercial Insurance jobs

Insurance Broker