Who We Are

Founded in 1972, Thomas Carroll Group plc is one of the biggest employee-owned companies in Wales. We provide a breadth of professional services for businesses and individuals, including business and personal insurance broking, employee benefits, wealth management, health & safety and employment law consultancy.

Over the years we have moved closer to our clients, opening local offices in Swansea, Pembrokeshire, Hereford, Newport and London in addition to our headquarters in Caerphilly, near Cardiff.

Our people and the relationships we build with our clients are our differentiating strengths. In an industry where companies are increasingly sold or acquired by larger companies, we remain fiercely independent to ensure that we have a long-term succession plan in place for our employees and can always offer our clients the best help and advice available.

In December 2023, Thomas Carroll Group turned all 181 of our employees into co-owners of the company, made possible through the establishment of an Employee Ownership Trust (EOT). This move cemented our commitment to maintain our independence, increase employee engagement, and continuously invent and innovate to remain an industry leader.

The communities in which we operate and the environment that surrounds us are at the heart of what we do, from the formation of our ‘green team’ tasked with reducing our carbon footprint to the launch of the Thomas Carroll Charitable Trust in 2019, that was set up to support individuals, smaller charities and other community initiatives in our local areas.

Summary of main responsibilities and activities

• Development and growth of an account of clients to predetermined targets
• Interaction with prospects and clients to collect and collate information in respect of new business enquiries, renewals and mid-term adjustments
• Preparation of presentations and submissions to insurers and suppliers
• Overseeing the broking of risks to insurers and suppliers
• Negotiate policy terms, conditions, premium and income
• Review market results, analyse information gathered and undertake sufficient research, to make suitable insurer and product recommendations and demonstrate competency by explaining the extent of cover
• Production and presentation of new business quotation and renewal terms
• Conduct periodic reviews with clients to review their needs
• Attendance at insurer survey, meetings with loss adjuster or other service providers to manage the client account
• Provide advice to clients and prospects on an ongoing basis in respect of current insurance policies and additional insurance products for consideration
• Arrange cover to comply with the client instructions
• Process new business, renewal and mid-term adjustments efficiently, effectively and in accordance with FCA and Thomas, Carroll procedures
• Check all documentation for accuracy before issuing to clients or appropriate parties
• Review management information and reports as necessary, ensuring that the appropriate action is taken
• Debt management work to ensure premiums and fees are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debts
• Assist the Finance Team with any accounting queries, the allocation of cash received and settlement of accounts
• Maintain accurate client and prospect records
• Build good working relationships with insurers, clients and prospects
• Advise line manager of any current, potential or perceived problems with insurer markets or service providers
• Assist colleagues in the completion of their duties
• Direct leads to other companies within the Thomas, Carroll Group
• Undertake and participate in work related projects as requested

Skills and Job Requirements:

• preferably with minimum of 3 years commercial insurance experience
• Cert CII qualified (or working towards)
• Strong organisation skills
• Excellent customer service skills
• Able to develop and grow an existing account of clients

Job type and working hours:

• Full time
• Salary from £28,000 depending on experience
• Desk based role
• 35 hours per week, 9am-5pm

Thomas Carroll Group PLC

a. Pendragon House, Crescent Road, Caerphilly CF83 1XX

e. [email protected]

t. 02920 887733

Thomas Carroll are an Equal Opportunity Employer and are committed to excellence through diversity.

Information from this application may be processed for purposes permitted under the General Data Protection Regulation. Individuals have, on written request, the right of access to personal data held about them.

The organisation treats personal data collected during the recruitment process in accordance with its data protection policy. Information about how your data is used and the basis for processing your data is provided in the organisation's job applicant privacy notice.