Our client is a well-respected member of the Lancashire business community; an established ‘general practitioner’ insurance brokerage dealing with a varied portfolio, with a genuine focus on client service and recognised as very good indeed at what it does.
This broker has a real traditional feel to it; whilst it uses the Open GI system, it relies on paper files, it is Chartered, and there’s a real sense of pride about the fact that it has chosen to remain independent. There is no pressure to place business with preferred markets, and acting in the client’s best interests is at the forefront of everything the team does.
The company seeks an additional Account Handler to join in a relatively senior capacity, and welcomes applications from candidates seeking either full-time or part-time (say 3 days per week) opportunities. Here, you will help manage a book of business that ranges in size and complexity, including clients paying premiums between £5K-150K. Accounts are from a wide range of industry sectors, such as Property Owners, Manufacturing and Construction.
You will be responsible for preparing a range of reports and documentation, helping with the renewal processes, answering day to day enquiries, and making mid-term amendments. You will build a sound knowledge of all of the accounts in your charge, helping ensure the insurance programmes reflect any changes in your clients’ businesses. You will also be responsible for negotiating with insures to obtain the best possible terms on behalf of your clients. As a more senior member of a close-knit team, you will also be expected to help less-experienced colleagues with any ad hoc queries, and you’ll also get the opportunity to visit clients on site.
It is essential that you have wide-ranging commercial broking experience, including knowledge of the mainstream covers such as Property, Liability, Financial Lines, Business Interruption, CAR and Fleet etc. Whilst it is not a requirement that you have dealt with six-figure income cases, it is anticipated that you have dealt with some middle market business (as opposed to just sub £5K SME Risks). You should also be highly professional in your approach; a superb verbal communicator, with the ability to produce great written copy and give a reassuring air of confidence to clients. Ideally, you will have made some progress with professional qualifications under the CII.
In return, you will receive a generous basic salary (to circa £30K and pro-rata for part-time employees), and a comprehensive range of company benefits, including support towards professional qualifications and memberships.
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