Trainee/assistant Account Handler

6 months ago


Chipping Norton, United Kingdom The Benefact Group Full time

**Working hours**:35 hours per week, Monday to Friday

**Duration**:Permanent

**Location**:Charlbury (Oxfordshire) - hybrid

**About the role**:
Join us in our Charlbury office and become an integral part of our dedicated team. As a Trainee/Assistant Account Handler, you will play a pivotal role in ensuring the seamless operation of our client-centric services. This is also an exceptional entry point for those passionate about broking and insurance, as you will receive full training to excel in your role. This role would also suit those passionate about providing excellent customer service and administration.

From Charlbury, we offer the full range of insurance services. Our farm and estate work involves advising and providing insurance services to companies and individuals who own and manage rural enterprises. Our private client team works in partnership with our rural experts to ensure that clients’ personal interests are covered.

**Key Responsibilities**:

- Prepare renewal schedules and proactively engage with clients before renewal dates, adhering to compliance manual timescales.
- Be a welcoming face behind incoming new business inquiries, skilfully constructing new business quotations.
- Utilise your negotiation finesse to secure alternative quotes, always striving for the best outcome, where appropriate.
- Deal with the documentation, invoices, credit notes, and more, ensuring a seamless experience for our clients.
- Identify and capitalise on cross-selling opportunities to provide comprehensive solutions.
- Assist with Claims Handling alongside a dedicated Claims Handler.
- Comply with file management, compliance procedures, and FCA guidelines, maintaining meticulously updated records.
- Nurture strong relationships with esteemed insurance companies.

***:
**Desired Skills and Experience**:

- A proactive and organised approach to all activities.
- Communicate confidently and clearly, both in writing and verbally.
- Strong administrative skills.
- Good negotiation skills and the ability to build valuable connections with clients and insurers/underwriters.
- Good organisational abilities.

**What we offer**
***:

- Competitive salary: We value your expertise, so let's discuss the compensation package that reflects your skills and experience.
- Flexibility: Upon successful completion of probation, enjoy the option for flexible and hybrid working arrangements.
- Personal Pension: We offer a competitive personal pension scheme to support your financial future.
- Annual Bonus: Our discretionary annual bonus scheme rewards outstanding performance on an individual and company level.
- Life Assurance: Feel secure with life assurance coverage up to 4 times your salary.
- Generous Leave: Enjoy 25 days of annual leave, plus bank holidays (increasing to 26 and 27 for 5 and 10 years' service, respectively).
- Career Development: We are committed to your growth and success. Access funded support and financial incentives to pursue professional qualifications and unlock exciting career opportunities (Cert CII, Dip CII, ACCI)

**About us**:
**Committed to making a difference**:
We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least one day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

Our staff know how to work hard but also how to enjoy themselves We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.



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