General Conduct

• To act with due skill, care & diligence at all times

• To observe high standards of integrity and deal openly and fairly with clients at all times

• To conduct all business in line with the company policies, procedures and FCA regulations The company Policies, Procedures and Standards manual must be read, understood and followed at all times in relation to this role

• To ensure a safe working environment in line with company’s health and safety policy

• To keep confidential all client and company information gained as a result of this position and use this information only as laid down in the above manual and other company directives • To attend training sessions deemed appropriate

• Constantly seek to improve knowledge of Professional Indemnity Insurance

• To use company standard documentation and not to alter these documents without consent

• To support colleagues

• Maintain high standards of personal presentation

• To refer any issues outside of your normal responsibilities to a senior member of staff

• To adopt the “in event of absence” policy when required.

• To act and adopt a professional manner at all times.

• Be able to work independently and as part of a team

• To refer and adhere to company staff handbook

• To ensure CPD is maintained at all time

Role

• Ambitious Marine Account Handler looking to develop into a Marine Account Executive

• Minimum 2 years experience working within the marine insurance broking sector

• Proven track record with an appetite to develop new business

• Experience in developing and holding relationships with key clients within the marine sector

• Experience in developing and holding relationships with key insurer partners

• Good marine product knowledge

• Keen Interest in boats and the marine industry

• Existing connections within the marine industry / BMF / other marine associations an advantage

• Excellent communication skills , both written & verbal

• Strong administrational skills with particular attention to detail

• Willingness to travel to see clients (often longer distances) & to develop other business while in those areas

• Personable and with a good sense of humour

• Enjoys working under pressure within a busy environment

• Ideally based in South West with a view to growing the account from our Bristol office

• Competitive salary and bonus structure

Job Requirements

• To ensure appropriate, accurate and relevant documentation is received and sent to clients in the approved timeframe

• To ensure documentation to Insurers and or Underwriters is sent and responded to in the agreed time framework.

• To forward to broker support appropriate and completed work documents in order for paperwork for processing and company records update.

• To maintain company records so they accurately reflect renewal work load, stages of progression, activity, etc.

• To send and respond to any forms of communication and save to support an audit trail

• To keep detailed telephone and/or meeting notes of all conversations relating to queries or matters of concern and save to support an audit trail.

• To act promptly to resolve any issues or matters highlighted by colleagues or outside agency.

• To understand and check/validate Insurer Policies.

• To understand the day-to-day administration of the dept. i.e. absences, personnel matters, training records.

• To have the ability to ensure dept. management records are updated, complete and relevant