Commercial Insurance Broker

Glasgow Urgent About Our Client Leader in their field Job Description Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created. Where Employers Liability is included, this will also involve issuing the Certificate of Insurance and Policy Schedule, and despatching to the client with the correct policy document. Take instructions from existing clients in respect of alterations to current policies, ensuring insurers are notified and records updated. Offer renewal of existing clients' policies with current insurer or move to new insurer, as appropriate. In each case, ensure relevant paperwork is completed, premium is collected and relevant records and diary entries are created. Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed. Control your own diary system, ensuring all items are followed up by the due dates, particularly in relation to outstanding documentation from clients or insurers, premium payments and continuation cover notes if appropriate. Filing of digital client files on a daily basis. Provide risk advice/risk management/risk prevention information on Non-Motor risks to clients, in conjunction with Underwriters, as appropriate. Assist, when required, with the Accounts function of the business in carrying out credit control with relevant clients. Any other duties that may be required by your Manager in accordance with the nature of this job. The Successful Applicant The FCAFCA Rules include: The principles, practices and legalities of all major classes of General Insurance, particularly insurable interest, utmost good faith, indemnity, contribution, average and subrogation. The UK General Insurance market in respect of Commercial & Charity insurances. Underwriting and rating factors, and how these are applied in relation to all major classes of Commercial insurance. The range of Commercial Lines & Charity products offered by the Company and the handling procedures for each of them. The Company's Complaints Procedure. The operation of the Company's IT system, including procedures, authority limits and audit trails, particularly the operations and functions related to transacting business via EDI. Knowledge of the Rehabilitation of Offenders, Disability Discrimination and Race Relations Acts, Fair Treatment of Vulnerable Customers, the General Data Protection Regulation (GDPR), requirements of money laundering legislation, the Law of Agency, and credit management procedures is essential. What's on Offer A competitive salary and great environment to work in.

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