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Insurance Account Handler
4 months ago
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
JMG Group are a private equity backed insurance broker, based in Guiseley, Leeds with regional office representation around the UK. We are a top 30 broker with 550+ employees and we are growing at significance pace following our MBO that took place in November 2020.
JMG Groupplace over £200m of Gross Written Premium into the market and our teams are very well respected in the industry. Customer excellence and doing the right thing is the backbone to our business ethos, which means that our talented people, high-tech systems, and robust processes are all central to our continued success.
The Role
We have a brand-new batch of opportunities for experienced Account Handlers with Commercial or SME experience to join our growing teams based in either Guiseley or in Gosforth in Newcastle (hybrid working options available following training). The roles will either support the inbound New Business division or will support the Renewals & Servicing team, depending on preference and prior experience.
These are key roles that will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of SME insurance. Our Account Handlers ensure a high-quality service is provided to all clients in accordance with their specific needs and requirements.
Key areas of responsibility include
Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer and conducting high quality work in relation to; New Business, Renewals, Mid-term adjustments, Claims, Queries, Premium Finance Arrangements, and Issuing Cover Notes
Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice
Always promoting exceptional customer care standards
Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance
Actively securing renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost-effective cover
Promoting and increasing the use of in-house premium finance, from insurer schemes
What were looking for
To be successful in the role, you must have the following skills
Previous experience in an Account Handler role within a broker environment
Working knowledge of most commercial insurance products
Experience of working to high standards of FCA compliance
I.T. skills including use of an insurance IT system, ideally Acturis
Strong organisation skills
The ability to work to a high level of accuracy
Exemplary customer service skills with the ability to build solid relationships with clients and insurers
Regulatory and compliance awareness
Willingness to work towards Cert CII or already hold qualifications
What we offer
Competitive salary commensurate with level of experience
Hybrid working pattern (3:2 Office/Home)
Free parking
Company Pension scheme
Generous holiday entitlement, including birthday day off
Bupa Healthcare Cash Plan
Life Assurance
Enhanced Maternity & Paternity Leave
Electric Vehicle Salary Sacrifice Scheme
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