Client Broker - Commercial & Schemes
Core
Support the Account Executive in administering renewals and mid-term changes for charity and non-profit clients to ensure suitable cover and pricing.
Role type
Client Broker (Commercial Insurance)
Builds
Bespoke commercial insurance solutions for charity and non-profit organizations
Domain
Commercial Insurance / Charity Sector
Required skills
Technical insurance knowledge, negotiation and broking, client service, accuracy and attention to detail, prioritization, information analysis
Preferred skills
CII certification, experience in specialist insurance advice
Technologies
Acturis
Responsibilities
Assist in achieving client retention targets, liaise with Account Executives on renewal strategies, obtain and present renewal terms, produce professional summaries and reports, issue renewal documentation, collect premiums, handle client queries, record information on Acturis, process adjustments, refer complex queries to senior staff
Seniority
Junior to Mid-level, hands-on IC