Commercial Insurance Broker

* 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
despatchingdespatching 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'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 despatchdespatch, 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.