Broker Service Specialist

Brokers Service Specialist

Do you want to work for a leading local employer, who are part of a global organisation and has been established for over 50 years?

They thrive on sharing ideas and innovations across teams to create a collaborative work environment. They are transforming their business, and are keen to increase their digital capabilities to evolve the way they work and optimise opportunities for growth.

Based: Dorking

Salary: £20,000pa


  • Annual Salary Reviews

  • Bonus 8.5% performance

  • 35 Days Holiday (Inclusive of Bank Holidays)

  • Pension 8%-12%

  • Life Insurance

  • Group Income Protection Insurance

  • Healthcare/ Dental/ Optical/ Gadget Insurance cash cover plan

What will you bring?

Purpose: To provide excellent customer service that supports the activities of the Broker Service team, to ensure all aspects of policy administration are completed within agreed timescales and meet quality standards.

Key Accountabilities:

Log Existing and New business quotes, and monitor quotes over 300 lives, including:

  • Securing further information from the broker to produce the best possible quote

  • Learn how to identify adverse risk
    - Proactively managing quote target dates with the customer and internally, ensuring completed quote meets broker requirements

  • Perform regular data and premium chasers for renewal

  • Actively manage and understand the needs of customer relationships to help retain existing business and encourage growth

  • Deal with day to day enquires by both telephone and email in a timely manner

  • Prepare and set up quotes (unlimited lives)

  • Manage the production and distribution of Scheme renewal documentation

  • Refer quotes over 300 lives to the Underwriting & Technical Centre, in a timely manner

  • Produce and issue quotes under 300 lives

  • Issue on risk pack

  • Produce Quote Acceptance Application Form on risk chasers

  • Index work as received via work flow system.

  • Follow agreed procedures to ensure quality service levels and compliance targets are met consistently and contribute to the smooth running of the team

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Joan Collins