About The Position

We are seeking a Corporate Account Handler to support our team and assess our clients’ insurance requirements, deal with general enquiries, renewals, mid-term adjustments, obtaining quotations and invoicing of premiums. Dealing with our Mid-Market / Corporate clients, you will have a passion for providing excellent service to your clients and be excited about the prospect of working with a growing insurance broker that’s making a real impact in the market. Join us and be part of a team dedicated to providing outstanding service to our clients. We promote personal and professional growth. This is a full time, permanent position with the option to work 2-3 days per week in our Birmingham office for a balanced work experience.

Requirements

  • Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR
  • Must have a minimum of 2 years’ experience dealing with SME or commercial clients
  • Good level of technical insurance skills, to be assessed by regular in-house testing
  • Accuracy and attention to detail
  • Ability to process work quickly and efficiently
  • Ability to prioritise work and meet deadlines
  • Excellent client service skills
  • Good negotiation and broking skills
  • Ability to gather and analyse information from the client
  • Ability to identify and respond appropriately to an individual client’s level of understanding

Nice To Haves

  • GCSEs A-C in Maths & English
  • Cert CII (desirable)
  • Acturis (desirable)

Responsibilities

  • Organise and manage personal work activities to achieve team objectives and meet agreed targets
  • Participate in team meetings, reporting on business progress within your area of expertise
  • Manage assigned projects and contribute to other projects as required
  • Review client documentation to ensure comprehensive and accurate information is presented for the quoting process
  • Collate and communicate client requirements to ensure appropriate marketing of the risk
  • Liaise with clients to resolve queries and respond to market and third-party queries as appropriate
  • Produce high-quality market documentation, securing appropriate authorisations
  • Take ownership for data entry, credit control, and chasing subjectivities when required
  • Work with underwriters to place insurance that balances quality, coverage, and price
  • Process data promptly and accurately on relevant systems to support client service and internal processes
  • Maintain accurate and timely documentation for clients, ensuring proper organisation of records
  • Conduct due diligence/sanctions checks in line with company procedures
  • Adhere to company policies, procedures, and obtain required authorisations
  • Foster and nurture positive relationships with colleagues and external contacts
  • Provide support and assistance to senior colleagues and/or their clients on request
  • Deal with or refer client enquiries, renewals, and mid-term adjustments

Benefits

  • A career that you define
  • Diversity and inclusion initiatives
  • Support for personal and professional growth
  • Flexible working hours
  • Hybrid working options
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