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
Experienced Account Broker (Caerphilly)

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

    Specific Responsibilities

    Degree of Supervision
    • Works within the broad directives of the Account Manager
    • Annual performance review meetings to direct objectives and training requirements

    Contacts
    • Liaise with all Group colleagues
    • Insurers and other service providers
    • Suppliers of non-insurance products and services
    • Clients and Prospective Clients
    • Third party introducers and influencers

    Working conditions
    • Caerphilly office based, with occasional visits to other Thomas, Carroll offices as necessary
    • Occasional attendance at external promotional and professional functions
    • Occasional visits to client premises
    • Occasional visits to insurers and other service providers
    • Pace of work often high, working with strict time control pressures involves responsibility for the company’s operational well being

    Employees must at all times:
    • Comply with the implications of legislation and regulation affecting the duties undertaken
    • Comply with company procedures and policies
    • Be aware of and follow the standards of ethical behaviour required by the company, the regulator and professional bodies
    • Maintain professional competence and keep continuous professional development records to adhere to the requirements of the company, the regulator and professional bodies
    • Maintain confidential information relating to the company, clients, insurers, service providers, third party introducers and influencers

    Failure to adhere to the above, could result in disciplinary action, up to and including dismissal.

    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