18 May 2020

We are Hiring

Commercial Broker

Responsible for providing full broking support to Account Executives/Directors as well as advising and placing commercial client insurance risks.  Liaising with Insurers/Underwriters to obtain new business and renewal terms and process Mid Term Adjustments.  To prepare terms promptly and compliantly, to obtain instructions, bind cover and provide confirmation all within Contract Certainty parameters.

Reporting to: Commercial Manager

Location: Lichfield

Key Responsibilities:

• Following standard operating procedures for the commercial process
• Gathering information from clients as required
• Researching insurance policies and negotiating with Underwriters to find the most suitable insurance for the client’s needs
• Arranging specialist types of insurance cover in complex cases including preparing of reports and negotiating with insurers.
• Building & Maintaining ongoing relationships with the client
• Keeping detailed records and completing administrative tasks including PRQ’s, renewal reports, confirmation, invoices and Mid Term Adjustments.
• Developing relationships with Underwriters and other professionals
• Completing the Company mandatory training such as Broker Assess, Mitigate, and updating own CPD log
• Other Ad Hoc administrative duties as the need arises

Qualifications/ Relevant Experience:

• Minimum 2 years Commercial Brokering Experience
• Cert CII or progressing toward
• Technically Knowledgeable and experienced in marketing and placement of the following: -
o Motor Fleets
o Material Damage and Business Interruption
o Contractors All Risk
o Property Owners
o Employers/Public & Products Liability
o Professional Indemnity
o Management Liability
o Engineering Policy
o Cyber
o Crime
• Ability to negotiate best terms and price with market
• Experience in the use of Microsoft Products (Outlook/Word/Excel)
• Provide accurate and timely information Clients/Account Executives
• Ability to work under pressure and to deadlines

 Applicants should contact Victoria Wilkinson vwilkinson@cgiinsurance.com to register their interest and provide a CV.


CGI Insurance Services

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