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SME Account Handler

3 months ago

Worcestershire, United Kingdom Brown & Brown Europe Full time

SME Account Handler

Location: Tenbury Wells (On-site)

Package: Negotiable + Benefits



We’re looking to add to our small, fast paced and community orientated team at CJN Insurance in Tenbury Wells , with a Personal Lines / SME Account Handler who’ll be able to learn the ins and outs of how a brokerage runs rather than just dealing with case after case.


You’ll be dealing with an established Personal Lines portfolio on an end to end basis and working with the Branch Director and Commercial Account Executive on SME cases whilst assisting with the day to day back-office pieces at the same time.


This is an opportunity to get to learn how things actually work across multiple area’s and will provide some wonderful development opportunities for the right person and at the same time it’s highly likely you’ll be able to get away from commuting into the surrounding towns and cities and gain a proper work/life balance



On a day-to-day basis you’ll be:

• Assisting clients with renewals, mid-term adjustments, documentation queries and quotations for additional products

• Building strong relationships with clients and insurers to maximise retention levels

• Ensuring documentation and systems are accurate

• Working in a compliant and timely manner on all cases.

• Assisting clients with new quotations



What’s on offer:

• An environment that truly has a family feel to it, with the brokerage sitting at the heart of the community.

• A negotiable starting salary with regular 1-2-1’s coupled with the standard benefits package (25 days holiday, + Bank holidays, Pension, DIS, Flex Benefits, company share save scheme) and a culture built around developing its staff

• Full support for professional qualifications



Your experience:

• You’ll have a solid grounding in Personal Lines Insurance and be looking to develop into SME Insurance with exposure to Home, Motor, property, Casualty and Travel Insurance as a minimum

• You’ll be able to communicate clearly and effectively with stakeholders at all levels and should be used to using Word, Excel and wider broking platforms (Open GI in an ideal world)

• Comfortable in dealing with customer enquiries via phone, face to face and email