Trainee Account Handler

4 months ago


Ludlow, United Kingdom The Benefact Group Full time

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

**Duration**:Permanent

**Location**:Ludlow, Shropshire

**About the role**:

- Those with no previous insurance or office experience
- Those with experience looking to transfer from a different industry into insurance
- Those with insurance experience

**Key responsibilities**
***:

- To prepare renewal schedules and contact clients prior to renewal
- Answer incoming new business enquiries and prepare new business quotations
- Negotiate alternative quotes - prior to renewal dates - where appropriate
- Deal with all documentation, invoices, credit notes, etc. ensuring a smooth and trouble-free renewal for the client
- Act in-line with client requests and deliver beyond expectations.
- Comply with file management, compliance procedures and FCA guidelines.
- Foster good relations with insurance companies

**Knowledge, skills and experience**
***:

- A willing ‘can do’ attitude, and a desire to learn about all aspects of insurance
- Confident communicator - both written & oral
- Good negotiation skills and the ability to build relationships with both clients and insurers/underwriters
- Good organisational skills
- Well-presented, hardworking, pro-active team player able to utilise own initiative

**What we offer**
***:

- A competitive salary - Let's discuss it
- Flexible and hybrid working available upon successful completion of probation
- Competitive Personal Pension
- Annual Bonus scheme (Discretionary based on individual and company performance)
- Life Assurance cover up to 4 x salary
- 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
- Career development opportunities with funded support and financial incentives for all professional qualifications (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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