Current Vacancies – Cleddau Insurance Brokers in Pembrokeshire and Carmarthenshire
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Current Vacancies

Become part of our team

Due to the continued expansion of the business, the opportunity has arisen to employ an Account Handler and a Receptionist.

Cleddau Insurance Brokers is a great company to work for. Whether you are looking for your first opportunity or you are established in the commercial or personal insurance industry. If you are looking for a new challenge, we’d like to hear from you.

Current Vacancies 

Account Handler

Job Title –  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

Reception & Renewal Entry

Job Title – Reception & Renewal Entry

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

For more information and to apply, get in touch via email Stephen@cleddauinsurance.com along with your CV.

Get a quote:

Contact us today for expert advice and a free, no obligation quote 01994 231548, or Contact us