At Cleddau Insurance, we are always looking for talented and inspiring individuals to join our growing team, offering employee benefits, social activities, and a range of career opportunities.
We believe that it is important to love what you do and work in a fun, energising environment where you can make a difference and help us strive to be an excellent and inclusive place to work.
If you would like to join our team, please send your CV or an email to stephen@cleddauinsurance.com
Current Vacancies
Account Handler
Accountable – To Management & Directors
Objectives – To represent Cleddau Insurance Services at a high level of service & professional standards at all times
Responsibilities & Typical Duties –
- Building and maintaining business relationships with clients.
- Discussing and assessing clients’ current and future insurance needs.
- Negotiating policy terms and costs with insurance providers.
- Arranging insurance cover for clients with the insurance provider. Ø
- Collecting insurance premiums.
- Keeping records.
- Advising clients on making claims on their policies.
- Renewing or amending existing policies for clients.
- Undertaking general administrative duties.
Working Relationships – Part of a team working with sales & administration, claims & accounts.
Key Tasks – Servicing the requests of new & existing clients
Key Result Areas –
- Accurately applying product knowledge to gain & retain business.
- Accurately noting & using of software to record all conversations & policy details.
Core Skills –
- Confident negotiation skills.
- Reliability and honesty.
- Excellent time management.
- Decision-making.
- Analytical skills.
- Accuracy and attention to detail.
- Interpersonal skills.
- Verbal and written communication skills.
Anti-bribery & Corruption Policy – Aware of & comply with company anti-bribery & corruption policy.
Senior Managers & Certification Regime (SM&CR) –
- Aware of & comply with Senior Managers & Certification Regime (SM&CR)
Time Horizon – Appraisal Frequency
Junior Executive & Receptionist
Accountable – To Management & Directors
Objectives – To represent Cleddau Insurance Services at a high level of service / professional standards at all times.
Responsibilities & Typical Duties –
- First point of incoming contact (phone or in office).
- Referral of client to correct member of team.
- Monitoring & processing policy renewals.
- Building & maintaining business relationships with clients.
- Keeping records.
- Renewing policies for clients (after advisors dealt with clients).
- Undertaking general administrative duties.
Working Relationships – Part of a team working with sales & administration, claims & accounts.
Key Tasks –
- First point of contact.
- Renewal entry.
Key Result Areas –
- Accurately applying product knowledge process renewals & offer alternative policy.
- Accurately noting & using software to record all conversations & policy details.
Core Skills –
- Confident negotiation skills.
- Reliability and honesty.
- Excellent time management.
- Analytical skills.
- Accuracy and attention to detail.
- Interpersonal skills.
- Verbal and written communication skills.
Anti-bribery & Corruption Policy – Aware of & comply with company anti-bribery & corruption policy.
Time Horizon – Annual Appraisal
