Account Handler

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

**Duration**:Permanent

**Location**:Fakenham (office based)

**About the role***:
**Cliverton**, who are proudly part of **Benefact Group**, are looking for an **Account Handler** to join our **Fakenham** office on a full time basis.

Cliverton was founded over 50 years ago and with a working lifetime of experience in providing specialist insurance cover to animal-related trades, rural and equestrian businesses, farms and smallholdings, our knowledge is used to maintain our market-leading position.

In this role, you’ll play a crucial part in developing and expanding our business by providing a first class service to our smallholding clients. This role has responsibility for the effective management of new and existing clients’ insurances and has authority to deal with insurers and clients as required to transact business.

This is a fantastic opportunity to join a rapidly growing and forward thinking business, giving you a real opportunity to develop your career and be part of a purpose led organisation.

**Key responsibilities**
***:

- Identify and initiate cross-referral opportunities and activities to new and existing clients
- Develop insurer relationships
- Prepare new business & renewal documentation
- Prepare all relevant documentation and information required to meet customer needs
- Develop and maintain relationships with internal stakeholders (underwriters, insurers, other insurance teams)
- Acquire and maintain knowledge of the Cliverton products and an understanding of the Lycetts products
- Develop expertise through formal in-house training, CII training and qualifications and CPD
- Maintain record keeping requirements through use of OpenGI and other systems as required
- Arrange direct debit/premium credit set up as required
- Correspond with clients and prospects as appropriate and directed
- Work within Compliance Framework required by the Company/Financial Conduct Authority (FCA)
- Deal with documentation, invoices, etc. ensuring smooth and trouble-free client engagement and policy fulfilment
- Actively liaise with internal colleagues on generating and passing over new business leads

**Knowledge, skills and experience**:

- Cert CII qualified
- Customer service / Administrative experience
- Good confident customer skills - both written & oral
- Ability to build good relationships with both clients and insurers/underwriters
- Good organisational ability

**What we offer**:

- Money purchase pension scheme, 5% employer contribution rising to 10% after 5 years
- 25 days holiday plus bank holidays
- Entitlement to Discretionary Staff Bonus (after probationary period)
- Career development opportunities with funded support and financial incentives for all professional qualifications.

**About us***:
We are proud to be part of the Benefact Group, which in turn is owned by a registered charity, Benefact Trust. We are a financially secure, professional and award-winning organisation. We pride ourselves in donating a significant proportion of our profits to good causes. To find out more about us and our fantastic achievements please visit Insurance for Animal-Related Industries | Cliverton

**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.
- If you need any additional support during the recruitment process, then please let us know._