Small Business Broker

Job Title: Small Business Broker

Contract: Permanent

Salary – £22,000 - £29,000 DOE

Location: Hybrid from the Glasgow office

The Brokerage

We are a leading Commercial and Corporate Insurance Brokerage in the Glasgow area. Due to continued growth, we are looking to expand our team with the addition of a small business broker.

The Role

You will be responsible for managing the daily insurance requirements for a portfolio of clients who operate within a wide range of sectors and industries.

You’ll handle MTA’s, Renewals and New Business performing open market broking exercises as well as various administrative and client enquiries.

Client reports, cover summaries, checking policies and responding to daily insurance queries and questions from clients will be the main features of your day

You will work in an experienced team of Brokers focused on day to day client contact and client management.

A strong ability to build relationships and work with others is a key requirement of the role.

Rewards

In return for your hard work and dedication, you will be rewarded with generous salary, package and company benefits, as well as support with professional development.

Required Skills We are looking for someone with;

  • 1-5 years’ experience within Insurance

  • A good technical or commercial insurance knowledge

  • A team player who can work in a fast-paced environment

  • CII qualifications are preferable but not essential

  • Previous experience of using Acturis preferable but not essential

Duties

- Communicate with clients to understand their investment needs and goals - Research and analyze market trends, financial data, and investment opportunities - Provide advice and recommendations to clients on investment strategies - Execute buy and sell orders on behalf of clients - Monitor and track investment performance and provide regular updates to clients - Stay informed about industry regulations and compliance standards

Requirements

- Strong communication skills to effectively interact with clients and colleagues - Organisational skills to manage multiple client accounts and investment portfolios - Administrative skills to maintain accurate records and documentation - Multilingual abilities to communicate with clients from diverse backgrounds

As a Broker, you will play a crucial role in helping clients navigate the complex world of investments. You will be responsible for understanding their financial goals, researching market trends, and providing personalized advice. Your ability to communicate effectively, stay organized, and handle administrative tasks will be essential in building strong relationships with clients. Additionally, being multilingual will allow you to connect with a wider range of clients.

Join our team of dedicated brokers and embark on a rewarding career in the financial industry. We offer competitive compensation packages, professional development opportunities, and a supportive work environment. If you have a passion for finance and the skills required for this role, we encourage you to apply today.

Location: 
Glasgow Centre, Glasgow
Type: 
Permanent
Discipline: 
Insurance
Job Posted: 
Wed, 15 Nov 2023
Closing Date: 
Wed, 13 Dec 2023
Reference: 
10938

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