COVID-19 Notice: Thomas Carroll remain committed to putting our clients at the forefront of what we do. Our Business Continuity Plan has been implemented and we are now working remotely. We want to ensure that we can continue to operate as best as possible to provide the same quality service that you normally enjoy from our team. Please click here for alternative contact details so that you can reach our team when you need us most.

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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
Commercial Insurance Account Executive – Swansea

We are currently looking to recruit a Commercial Insurance Account Executive to join our team in Swansea.

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 well-being 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.

It will be necessary for the candidate to have previous experience in an Account Executive role, gained from within an insurance brokerage and ideally hold a qualification with the Chartered Insurance Institute.

Summary of main responsibilities and activities:

• Development and growth of an account of clients to predetermined targets
• Represent the company at external and professional functions
• 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

Commercial Insurance Account Broker – Swansea

We are currently looking to recruit a Commercial Insurance Account Broker to join our team in Swansea.

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 well-being 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.

It will be necessary for the candidate to have previous experience from either an insurance brokerage or company and ideally hold a qualification with the Chartered Insurance Institute.

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 Group 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
• 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

Commercial Insurance Account Manager – Swansea

We are currently looking to recruit a Commercial Insurance Account Manager to join our team in Swansea.

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 well-being 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.

It will be necessary for the candidate to have previous experience from either an insurance brokerage or company and ideally hold a qualification with the Chartered Insurance Institute.

Summary of main responsibilities and activities:

• Manage the account broking team to achieve executive targets
• Manage the account broking team workload to make sure that it is appropriately allocated and prioritised
• Review management information and reports as necessary, ensuring that the appropriate action is taken
• Advise line manager of any current, potential or perceived problems with insurer markets or service providers
• 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, placement team 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 client reports for 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 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 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
• 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
• Undertake and participate in work as requested by the company Directors or Head of Commercial

Benefits and details to apply can be found below.

Insurance Claims Executive - Caerphilly

We are currently looking to recruit a Claims Executive to join our 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 well-being 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.

The ideal candidate will have previous claims handling experience gained from within an insurance brokerage or company and will be qualified to Certificate level with the Chartered Insurance Institute or working towards this qualification.

Summary of main responsibilities and activities:

• Assist clients with claims and cover enquiries and submit claims to insurers within timescales, ensuring that the claim comes to a satisfactory conclusion, efficiently and within TC procedures – with primary responsibility for management of household, motor and travel insurance claims
• Responsible for checking the validity of claims before submission to insurers
• Ensure that all required documentation is made available for the speedy resolution of the claim
• Negotiate interim payments with loss adjusters and insurers as appropriate
• Ensure claims estimates and reserves are up to date and review periodically with insurers
• Preparation of claims reports to executives, clients and insurers
• Review management information and reports as necessary, ensuring that the appropriate action is taken by the broking team
• Maintain accurate client and prospect records
• 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.

Commercial Insurance Account Manager - Caerphilly

We are currently looking to recruit a Commercial Insurance Account Manager to join our 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 well-being 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.

It will be necessary for the candidate to have previous experience from either an insurance brokerage or company and ideally be qualified to Diploma level with the Chartered Insurance Institute or working towards this qualification.

Summary of main responsibilities and activities:

• Manage the account broking team to achieve executive targets
• Manage the account broking team workload to make sure that it is appropriately allocated and prioritised
• Review management information and reports as necessary, ensuring that the appropriate action is taken
• Advise line manager of any current, potential or perceived problems with insurer markets or service providers
• 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, placement team 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 client reports for 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 Group 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 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
• 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
• Undertake and participate in work as requested by the company Directors or Head of Commercial

Benefits and details to apply can be found below.

Commercial Insurance Account Broker - Caerphilly

We are currently looking to recruit a Commercial Insurance Account Broker to join our 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 well-being 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.

It will be necessary for the candidate to have previous experience from either an insurance brokerage or company and ideally be qualified to at least Certificate level with the Chartered Insurance Institute or working towards this qualification.

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 Group 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
• 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

Commercial Insurance Account Broker - Caerphilly (Graduate Position)

We are currently looking to recruit a Commercial Insurance Account Broker to join our 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 well-being 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.

The ideal candidate will have a law or business degree.

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 Group 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
• 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.

Legal Indemnities Insurance Account Broker - Caerphilly (Graduate Position)

We are currently looking to recruit a Legal Indemnities Account Broker to join our 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 well-being 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.

It will be necessary for the candidate to have a law degree.

Summary of main responsibilities and activities:

• To develop and maintain relationships with lawyers, clients and prospective clients nationally, developing the existing panel and initiating contact with prospective firms
• Development and growth of an account of clients to predetermined targets
• Represent the company at external and professional functions
• Interaction with prospects and clients to collect and collate information in respect of new business enquiries
• 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
• Arrange cover to comply with the client instructions
• Process new business 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
• 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

Benefits and details to apply can be found below.

Commercial Insurance Account Manager – Newport

We are currently looking to recruit a Commercial Insurance Account Manager to join our team in Newport.

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 well-being 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.

It will be necessary for the candidate to have previous experience from either an insurance brokerage or company and ideally be qualified to Diploma level with the Chartered Insurance Institute or working towards this qualification.

Summary of main responsibilities and activities:

• Manage the account broking team to achieve executive targets
• Manage the account broking team workload to make sure that it is appropriately allocated and prioritised
• Review management information and reports as necessary, ensuring that the appropriate action is taken
• Advise line manager of any current, potential or perceived problems with insurer markets or service providers
• 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, placement team 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 client reports for 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 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 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
• 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
• Undertake and participate in work as requested by the company Directors or Head of Commercial

Benefits and details to apply can be found below.

Employee Benefits Coordinator

We are currently looking to recruit an Employee Benefits Coordinator to join our 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 well-being 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.

It will be necessary for the candidate to have financial services experience.

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 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
• 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 the client instructions
• Process new business, renewal and mid-term adjustments efficiently, effectively and in accordance with FCA and Thomas Carroll procedures

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