Purpose

Manage the maintenance, development, performance, governance, administration and delivery of the insurance provision for the organisation to produce an efficient service and delivery solution, maximizing efficiency, performance and best value against pre-agreed targets.

Key Responsibilities

• Adhere to all company policies and procedures.
• Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
• Delivering good outcomes for customers and putting the customer’s interests first.
• Ensure the customer understands what we sell and support the customer in anyway you can.
• Ensure that the insurance team understands its duties and its role within the organisation.
• Responsibility to adhere to agreed criteria and budgets and plan to maximize efficiency, best value and performance.
• Meet your targets and those of the team and organisation as a whole.
• The smooth running of the of the team and organisation as a whole.
• Contribute to training and development of the team and organisation as a whole.
• Assist Line Manager in achieving maximum customer satisfaction in accordance with organisation plans.
• Maintain responsibility for performing all duties in compliance with related legal/statutory, regulations, professional standards, responsibilities and obligations and insert as applicable.
• Day to day responsibilities agreed with your manager to include:
• Manage, direct and monitor insurance activities and the overall performance of the team to increase efficiency and maximize performance.
• General administration of all insurance provisions including claims.
• Effective liaison, support, and assistance with the whole of the organisation.
• Maintain and improve mechanisms for the provision of insurance, including surveying and measuring governance, performance, administration and outcomes and disseminate feedback to the appropriate persons/entities.
• Utilise systems to manage insurance functions, analysis and documentation.
• Direct the development of plans for insurance, including management to achieve targets.
• Developing plans for insurance progress.
• Support to all other departments with insurance related issues.
• Subject to agreed criteria; recruitment, training, set action and targets, appraise and manage performance, development, coaching and general support of all team members to ensure targets are met.
• Reporting (content and format as agreed) on a monthly basis or as otherwise required.
• Assist in developing plans for team activities to include strategy to achieve targets.
• Delegate authority and responsibility to team with supervision, accountability and review.
• Manage and maintain contact with internal and external clients/customers and suppliers.
• Set an example for team members of commitment, insurance management, administration standards, work ethics and habits and personal character.
• Maintain accurate records.
• Responsibly use resources and control expenses to meet budgetary controls.
• Adhere to all organisation policies and procedures.
• Interact and co-operate with all members of the organisation, its suppliers and customers.
• From time to time, you may be expected to be part of special projects as are reasonably required of your job role.
• You are responsible for your allocated workload and must meet all targets as agreed with your Line Manager.
• You must contribute towards the smooth running of the organisation generally.
• Attend, promote and arrange marketing & networking events.

Conduct Rules

• You must act with integrity.
• You must act with due skill, care and diligence.
• You must be open and cooperative with the FCA, the PRA and other regulators.
• You must pay due regard to the interests of customers and treat them fairly.
• You must observe proper standards of market conduct.
• You must act to deliver good outcomes for retail customers.
• You must take reasonable steps to ensure that the business of Clegg Gifford for which you are responsible is controlled effectively.
• You must take reasonable steps to ensure that the business of Clegg Gifford for which you are responsible complies with the relevant requirements and standards of the regulatory system.
• You must take reasonable steps to ensure that any delegation of your responsibilities is to an appropriate person and that you oversee the discharge of the delegated responsibility effectively.
• You must disclose appropriately any information of which the FCA or PRA would reasonably expect notice.

Skills and Competencies

• Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions.
• An understanding of the UK insurance market, including trends, risks and regulatory changes.
• The ability to understand diverse client needs, including specific industry risks and business objectives.
• Ability to manage time effectively, work under pressure and meet deadlines.
• Excellent timekeeping and presentation of self & work.
• Strong interpersonal and negotiation skills.
• Articulate & Numerate.
• Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges.
• Excellent attention to detail.
• Highly organised with an ability to prioritise and deliver allocated tasks.
• Ability to work alone and as part of a team.
• Positive can-do attitude and strong team ethic.
• Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
• Be positive, enthusiastic and motivational about what you do!

Experience

• Must have 3 years minimum experience working within a broking or underwriting environment.

Qualifications

• Cert CII qualification is an advantage.