Commercial Account Handler

**About Us**

JMG Group is a Private Equity backed insurance broking group with a HQ based in Guiseley, West Yorkshire and regional office representation around the UK. We are a top 30 broker, growing rapidly having completed numerous acquisitions and doubled in size since we completed our MBO in November 2020, backed by a reputable PE firm. We place over £200m of Gross Written Premium into the market annually and our teams are well respected in the industry. Customer excellence is the backbone of our business, which means that our people, systems, and processes are central to our success.

**The opportunity**

Our head-office in Guiseley, West Yorkshire has a brand-new opportunity for an experienced Account Handler to join their growing team. This is a key role that will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of commercial 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
- Supporting our Account Executives with duties where required
- Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
- Conduct client visits where appropriate in relation to renewal meetings, claims reviews, mid-term reviews and/or surveys
- Produce Pre-Renewal documents and Renewal Reports
- Assist colleagues with workloads during busy periods
- Assist colleagues with queries/peer review when required
- Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice.
- Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required.

**What we’re looking for**

To be successful in this office-based 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
- Free parking
- Company Pension scheme
- Generous holiday entitlement, including birthday day off
- Bupa Healthcare Cash Plan
- Life Assurance
- Enhanced maternity/ paternity
- Cycle to work scheme
- Electric vehicle salary sacrifice scheme
- Many more

**Job Types**: Full-time, Permanent

**Benefits**:

- Additional leave
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Paid volunteer time
- Referral programme
- Sick pay
- Work from home

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Yearly bonus

Ability to Commute:

- Guiseley, West Yorkshire (required)

Work Location: In person