Working at Thomas Carroll

At Thomas Carroll, we are continuously looking for new and diverse talent to join our growing team. You can view our current vacancies below. With offices in Swansea, Pembrokeshire, Newport, Hereford and London in addition to our HQ in Caerphilly, we offer local opportunities at all levels. Browse our ‘Stage to Thrive’ employee booklet and find out why the insurance industry is a good career option below, or read more about who we are here.

Current Vacancies
Private Clients Account Manager (Caerphilly)

**Please note, applications made via recruitment agencies will not be considered**

We are currently looking to recruit an Account Manager to join our Private Clients team in Caerphilly.

With exciting growth plans, we want to strengthen our team and are seeking individuals who will share our commitment to deliver business excellence.

Our award-winning group is committed to the development and wellbeing of our employees. We believe in a trusting partnership in return for rewards of a favourable employee benefits package, the offer of a share in the group, training and development schemes and financial assistance with qualifications.

Previous experience working in the insurance industry is a necessity for this role.

Employees must support the company business plan, mission statement, values and goals.

Summary of Main Responsibilities and Activities:

• 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.

• 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.

• 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.

• Acts in the capacity as supervisor assessing the training and competence of the team.

• 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.

Expected start date: 01/11/2021

Benefits and details to apply can be found below.

Employee Benefits Consultant

**Please note, applications made via recruitment agencies will not be considered**

We are currently looking to recruit an Employee Benefits Consultant to join our Employee Benefits team to cover Bristol and the South Wales area.

With exciting growth plans, we want to strengthen our team and are seeking individuals who will share our commitment to deliver business excellence.

Our award-winning group is committed to the development and wellbeing of our employees. We believe in a trusting partnership in return for rewards of a favourable employee benefits package, the offer of a share in the group, training and development schemes and financial assistance with qualifications.

Previous experience working as an Employee Benefits consultant is crucial for this role, with current working knowledge of Group Risk, Group Healthcare and Group Pension and Governance. Relevant qualifications will also be expected for any applicants.

Due to the flexibility of home working, we are happy to look at candidates who reside along the M4 Corridor from Carmarthenshire to Swindon.

Employees must support the company business plan, mission statement, values and goals.

Summary of Main Responsibilities and Activities

• Manage your workload to make sure that it is appropriately prioritised.
• 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 providers.
• 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.
• Prepare documentation for client review meetings and arrange review meetings.
• Provide information to clients and prospects on an ongoing basis in respect of current policies and additional products for consideration.
• Arrange cover to comply with 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.
• Debt management work to ensure premiums and fees are collected and allocated appropriately, and keep the Head of Employee Benefits informed of any current, potential or perceived problems with bad debts.
• Advise line manager of any current, potential or perceived problems with clients, insurer markets or service providers.
• Assist the Finance Team with any accounting queries, the allocation of cash received and settlement of accounts.
• Maintain accurate client and prospect records at all times.
• Build good working relationships with insurers, clients and prospects.
• 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.

Benefits and details to apply can be found below.

Experienced Financial Advisers (Caerphilly, Swansea, Pembrokeshire & Hereford)

We are seeking experienced financial advisers to join our award-winning team. We are also interested to hear from any Financial Advisers who are looking to merge or sell their business.

Salary based on experience.

Benefits and details to apply can be found below.

How to Apply

To apply for any of the positions listed above, send your CV and covering letter to Julie Waters via post or email, referencing the job name and location you are interested in.

Apply via post:

Julie Waters Dip CII
HR & Compliance Director
Thomas Carroll Group plc
Pendragon House
Crescent Road
Caerphilly
CF83 1XX

Apply via email:

Click here to email Julie Waters

Benefits for Working with Us

We believe happy and healthy employees are vital to the success of any business and pride ourselves on rewarding our employees with great benefits, these include:

  • Health and wellbeing benefits
  • Death in Service benefit
  • Income Protection benefit
  • Pension contributions
  • A training and development programme, study leave, study tutors and rewards for obtaining qualifications
  • Support with professional membership fees
  • Active social committee
  • Annual prize draw to win a free holiday
  • Birthday day off
  • Charity days
  • Complimentary fruit baskets
  • 25 days holiday as standard
  • 28 days holiday after 3 years and extra days for milestones
  • Employee Benefit Trust offering free shares in the company