This is a entry level role into the industry and will an excellent 'foot in the door' for the right person to get into the Financial Services industry.
You will book/manage client annual review meetings for the Financial Advisors.
Dynamite Recruitment are proud to be partnering with a successful Wealth Management firm on the recruit of a Administrator / Coordinator to join their team.
Your position as Commercial Account Handler (Broking Support) is an important role in providing technical, customer relationship and administrative support to a nominated Account Executive (AE) and the wider Alan & Thomas Team.
In this role you will be responsible for handling commercial & corporate sized risks for prestigious clients across a range of industries and their cross class commercial insurance needs.
Overview
Alan & Thomas Insurance Brokers (part of Brown & Brown Europe) are an established Insurance Broker that consistently aim to deliver outstanding service to clients and an enjoyable working environment for our staff.
This role requires good understanding of client business operations, opportunities, risks and their approach to risk management and insurance.
Overview
Alan & Thomas Insurance (part of Brown & Brown Europe) are an established Insurance Broker with multiple locations across the South of England and consistently aim to deliver outstanding service to clients and provide an enjoyable working environment.
As Finance Manager, you will be responsible for overseeing the daily operations of the Finance team, managing team members, and ensuring legal and regulatory compliance.
Additionally, you will be accountable for monthly, quarterly, and yearly financial reporting and budget analysis, as well as cash flow and risk management, which necessitate strong analytical and commercial skills.
Sheridan Maine are working closely with a growing business based in Poole who are keen to secure a Finance Manager for the business.
Ensuring a prompt and courteous manner when dealing with customer enquiries on parts, selling the benefits of our products and services, adhering to all trading terms, discounts, and procedures for handling payment for the parts.
You will co-ordinate service activity between customers, parts department, and technicians in an efficient and courteous manner whilst maximising workshop utilisation and acting on opportunities to sell additional products services and parts.
Your day will include
Understanding and qualifying the customers service/repair requirements, advising on estimates of both time and cost to set expectations accordingly.
The role of the Adviser is an important sales and advisory position and your role will primarily involve selling/offering and renewing contracts of insurance, either stand alone or as part of a portfolio, to clients within a specific company division.
As the Adviser you will manage an existing book of business but will also be expected to assist with new enquiries to expand the Company's client base and assist with achievement of the company's new business targets.
Overview
Alan & Thomas Insurance Brokers (part of Brown & Brown Europe) are an established Insurance Broker that consistently aim to deliver outstanding service to clients and an enjoyable working environment for our staff.
We are pleased to be recruiting on behalf a leading specialist insurance company seeking to add to their successful intermediary and broker support function.
You will play an important role in enhancing relationships and successfully dealing with intermediary enquiries, updates and quotes.
Candidates will be responsible for building and developing relationships with brokers and supporting with health insurance quotations relating to SME clients.