Account Broker

2 days ago


Cheltenham, United Kingdom Endsleigh Insurance Full time

**Account Broker**
**Salary: up to £26,000**
**Location: Cheltenham - Hybrid**
**Permanent: Full Time**

With over 50 years of experience as the student, education, and charity specialists, Endsleigh are part of a growing group of ambitious, high-growth, award-winning businesses that span the insurance value chain.

We’re dedicated to providing marketing leading insurance solutions for students, teachers, alumni and education establishments that’ll make sure they’re protected at every step. Our people are the driving force of Endsleigh, creating an employee-owned company we’re proud of. We aim to create an environment where teams can connect, collaborate and work together to deliver an A-Grade service to all our customers

**Role**

The Account Broker role will be responsible for maximising business income through effective handling of customers. To achieve agreed targets for renewal retention and customer service agreements whilst exceeding customer expectations and meeting FCA requirements.

**Key Responsibilities will include**:

- To manage existing client relationships and provide A grade customer service.
- Achieve renewal income and client retention targets whilst ensuring good customer outcomes.
- Give suitable advice to customers within the FCA regulatory framework.
- Generate referrals across the business.
- Adhere to procedures for customer debt.
- Ensure that customer service standards are met.

**Person**

The Account Broker should have excellent communication and presentation skills, with the ability to build rapport and strong relationships in order to appropriately manage the account and look for growth opportunities.

**You will also have the following**:

- General insurance knowledge gained in a Broking or Insurance Company environment.
- Minimum Cert CII or working towards.
- Strong relationship building skills
- Strong sales skill and cross-sale skills
- Ability to deliver advice to allow customers to make informed decisions
- Positive and enthusiastic communication skills
- Individual accountability with the ability to spot and identify opportunities and provide solutions

**Reward**

This is a great opportunity to be part of a transforming business and you will be rewarded by a highly social team culture and competitive salary. We will offer you a fantastic benefits package which includes a defined contribution pension scheme where Endsleigh will contribute 4% of your pensionable salary increasing to 8% at 5 years’ service and rising again to 12% in year 10.

You will start with 22 days holiday plus bank holidays, rising to 25 days after 2 years and 27 days after 10 years’ service. We also offer all colleagues the ability to buy holidays if they wish to, as well as giving you your Birthday off.

**In addition to this we also offer**:

- Health CashPlan
- Hybrid Working
- Life Insurance
- Income Protection Plan
- Free fruit and healthy snacks
- Colleague discounts through Perkbox
- Totum student discount card via the NUS
- The opportunity to buy additional holiday
- 2 paid volunteering days
- Funding for team social events via the Endsleigh Fun(d)

**Job Type**: Permanent

**Salary**: Up to £26,000.00 per year

Schedule:

- Monday to Friday


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