We have an exciting new opportunity for a Broker Support Handler to join our Wholesale team.

1. Job Profile
Broker Support Handler
Core Activities :
1. Monitor, negotiate and process terms with our sub-brokers
and insurers
2. Action mid term adjustments by phone, fax, e-mail or post
as required
3. Contribute to the overall team sales targets and/or
objectives through the renewal retention of existing clients
4. Liaise with sub brokers and insurers regarding day to day
handling of policies
5. Provide the level of service required by both the insurer
and the company adhering to agreed Service Level
Agreements.
6. Keep up to date with developments in product and market
changes in accordance with current market trends and
scheme facilities
7. Maintain relationship with IT personnel to fully understand
quote systems and products
8. Support sub brokers in their use and understanding of the
Compuquote quotation/policy systems
9. Ensure all supporting documentation on policies is
gathered within the prescribed timescales and is consistent
with the information originally provided, liaising with
underwriters accordingly
10. Any other duties required by the management.
Development Activities :
 Personal Development Plans from Performance Reviews
 Continuing Professional Development (CPD) records
 Undertake specific projects/ tasks as required by
management.
Skills :
1. Sales and advisory techniques
2. Customer service
3. Administration
4. Use of company IT systems
5. Team Working.
Knowledge :
1. Principles of insurance
2. Understanding of relevant insurance products
3. Sales process
4. Understanding the key product features
5. Bollington FSA Compliance principles
Experience :
1. Experience in a technical commercial insurance
environment is required although full training can be
provided
2. Sales and customer service experience
Qualifications :
Appropriate formal qualifications are encouraged to
demonstrate competence. These can be identified during
performance reviews with your manager.
Job Purpose :
1. To provide competitive insurance solutions for our broker clients
2. To negotiate with insurers in order to achieve a satisfactory outcome for their clients
3. To administer our portfolio of wholesale products
Reports to Operations Manager