Insurance Broker

‘Service & Retention’

Job Title: Insurance Broker (Service & Retention)

Location: Cardiff Bay & Work from home 

Salary: Competitive salary depending on experience

Hours: Monday – Friday, 8.30am – 5pm, 1 hour lunch

Could you be our new ‘Service & Retention’ Insurance Broker?

If you're looking for a new role and would like to join a fun, friendly and dynamic team... then read on!

Who are we?

We are a Commercial Insurance Broker specialising in commercial property, buy to let portfolio and small package insurance solutions - with a unique distribution model, receiving referrals from IFAs and mortgage brokers. Based in the commercial heart of Cardiff Bay, we think progressively and embrace diversity. We stay ahead of the market to help give brokers and their clients access to the best products and services at all times. With a service focused strategy and considered folio of protection products, we are rapidly becoming the UK’s ‘go to’ commercial broker.

Position Overview

The role will focus on dealing with and advising businesses on their insurance needs and securing the most appropriate and competitive solutions.

Key Responsibilities

• Work with an existing book of commercial clients in order to provide a smooth account handling service.

• Manage insurance queries.

• Produce and maintain accurate and complete documentation in a compliant manner.

• Respond to all queries in a timely, positive and professional manner.

• Suggest opportunities to help generate business within our existing book of clients.

• Renewal handling with proactive retention of the renewal book.

• Generation of new leads from cross sell opportunities.

• Provision of excellent customer service to our clients, intermediaries and other business partners.

• Liaising with the client to ensure we hold the right information about their business or home.

• Building relationships with our introducing Intermediaries.

• Securing lasting and productive relationships with our Insurers to ensure we can secure the best terms for our clients.

• Processing payments from clients.

• The role may also include other administrative tasks to support your team.

What we are looking for?

• Minimum 12 months Commercial Insurance experience.

• Acturis experience desirable.

• Positive attitude to Customer Service and fulfilling client needs.

• Organised and able to handle pressure easily, being able to prioritise workloads.

• Technical knowledge of Insurance Principles and relevant lines of business.

• Follow policies and procedures to ensure all quotations are provided compliantly and effectively.

• Driven.

• Target mindset.

• Organised.

• Enthusiastic.

• Able to work under pressure.

• Willing and able to learn quickly.

• Adaptive to change.

• High Level of ICT Skills.

• Confident.

What You Will Recieve...

· Competitive salary depending on experience

· 33 days annual leave inclusive of bank holidays

· Extra day annual leave for your birthday

·  Auto-enrolment Pension

· Many more company incentives

· The opportunity to join a growing & supportive company that has a fantastic working environment

Benefits of Protect:

· 34 days holiday a year, including bank holidays and a day off for your birthday

+ the chance to earn an extra day holiday per quarter if not sick in previous quarter

· Reward voucher for a year with full attendance

· CII Training & Development funded to develop you to Cert CII & beyond 

· Auto enrolment pension, with matched contributions

· Flexible working from the home and office!

*We would need probation to be worked from office.

· Summer & Christmas party, with paid for drinks and food!

· Regular staff socials celebrating success

· Weekly incentive vouchers for top performers

· Great location in the heart of Cardiff bay

· Great transport links to Cardiff Bay train station

· Costco staff Card

· 50% Gym Discount at The Vale

· 6 weeks’ fully paid Maternity/Paternity leave

· Cardiff Devils Season Tickets for staff use

· £30 a month health/wellbeing fund for all staff

NOTE:  This job description is not intended to be all-inclusive.

Employee may  perform other related duties as negotiated to meet the ongoing needs of  the organisation.

Looking For More Information?

Back To Vacancies Page

We’re a growing team with a number of positions available. Click below for more opportunities.

Meet The Protect Team

Our people are the backbone of our business, check out our team via the link below.

Prefer to chat?... Great, request a friendly call back

Looking to start something fresh? Our door is always open. If you want to ask a question, find out more about us or even enquire about the roles we advertise we're happy to call. It's easy, simply enter your details below and we'll be in contact to arrange a friendly, relaxed and open discovery call, all at a time to suit you.

Get in touch today... we look forward to meeting you!

Protect Commercial Insurance is a trading style of Protect Commercial Insurance Solutions Limited.

      Registered in England & Wales No. 08365670 | Privacy Policy | Terms of Business

Registered Office: 33-35 West Bute Street, Cardiff, CF10 5LH

     Protect Commercial Insurance Limited is authorised and regulated by the Financial Conduct Authority : FCA Number 595840

     To visit the FOS or FSCS websites please click the respective links.