Broker Support Consultant

Job Description

• Completion of or working towards Cert CII
• Experience in broking/insurer environment, or in a customer driven environment

The company is a small-sized organisation within the financial services sector, focusing on insurance. They are committed to delivering excellent services and ensuring operational efficiency.

• Ensuring that the different broker businesses have their queries & requests for help answered quickly & professionally, with a full focus on customer service & satisfaction.
• Full ownership of brokers allocated to them with a "can do" approach to support day to day queries wherever these arise, by either resolving personally or escalating internally to the dedicated area.
• Responsibility for retaining a panel of Brokers & ensuring any internal systems are updated accordingly with relevant activity.
• The arranging of regular meetings with your allocated brokers, whether virtually, telephone or face to face if travel warranted.
• Supporting the broker & being the 'go-to' for a whole host of queries with aim of being a "critical friend" to the broker.
• Involvement in the onboarding process as directed.
• Working closely with other team members and teams within the business to build relationships internally to deliver excellence.
• Keep updated with the latest information regarding compliance, aged debts, or other needs so support can be provided with any development/training needs.
• Occasional insurer or Third Party Service Providers engagement to promote insurers/service providers to brokers & assist with placement needs or support for any bespoke scheme requirements.
• A proactive approach in understanding the needs of the brokers to support, training / development, & provide suitable solutions.
• Actively being open to attracting potential new prospects & referring them internally.
• Any additional tasks as agreed by the business or line manager.

A successful Business Support Consultant should have:

• Completion of or working towards Cert CII
• Computer literate (MS Word, MS Excel, & MS Power Point)
• Minimum of 4 years' experience in broking/insurer environment, or in a customer driven environment.
• Strong customer service skills
  * Knowledge of Acturis, broking & Insurer processes
• Personal & Commercial Lines experience/knowledge
• Technical experience of broking for all product lines & with a strong customer focus
• Strong administration skills and paying attention to being detailed and specific
• Ideal but willingness to train/build Insurance expertise/commence Cert CII accreditation

• A competitive salary ranging from £25,200 to £28000 per annum.
• A permanent role in the financial services industry, with a focus on insurance.
• Remote working with occasional travel
• Potential for career development within the organisation.