Account Handler

**About Us**

GR Marshall’s friendly and experienced team has been providing expert insurance advice and a superior level of customer service to valued clients throughout Hythe, Southampton and the wider Hampshire area since 1974. We are now part of the wider JMG Group who are a Private Equity backed insurance broking group and a top 30 UK broker who place over £250m of Gross Written Premium into the market annually.

**About the role**

At G R Marshall, we want to ensure that our customers walk away with the right level of insurance cover, always. We build relationships with our clients, carefully listening to their needs and tailoring a policy that’s built around them. This way they can be sure that their insurance policy actually covers what they expect it to, so if they need to make a claim, their cover will be there to help them.

Due to continued growth and expansion, GR Marshall are seeking to appoint an experienced Account Handler, with a focus on Property and HNW products. You will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance. Our Account Handlers ensure that a quality service is provided to all clients in accordance with their needs and requirements.

**Key duties will include**
- Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role
- Managing existing commercial insurance policies including commercial combined, property, HNW, liability plus others as required
- Completing premium financing arrangements
- Advising clients on existing products in accordance with their needs
- Ensure bad debt queries are dealt with efficiently and in line with company procedure.
- Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices.
- Handle any complaints in accordance with regulation, the Company’s Conduct Policy.
- Take part in tailored learning, training and assessment courses and identify further areas for own development as required.
- Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
- Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance

What we’re looking for

Our Account Handlers are vital in ensuring that GR Marshall clients have a professional and compliant experience. To be successful in the role, you must have the following skills.
- Previous experience gained from working as an Account Handler in a similar broking environment
- Working knowledge of most commercial and personal insurance products, including property and HNW
- Experience of working to high standards and FCA Compliance
- Strong administration skills, coupled with a very keen eye for detail
- Ability to prioritise and organise own workload to ensure deadlines are met
- Numerical accuracy
- Strong time management skills, with the ability to meet deadlines
- IT proficiency with the use of most MS Office products and ideally a broking platform such as Acturis
- Regulatory and compliance awareness

**What we offer**
- Competitive salary commensurate with level of experience
- Company Pension scheme
- Generous holiday entitlement & Birthday off
- Death in service scheme

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

Pay: From £30,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Enhanced maternity leave
- Enhanced paternity leave
- Free parking
- Health & wellbeing programme
- On-site parking
- Paid volunteer time
- Referral programme
- Sick pay

Schedule:

- Monday to Friday
- No weekends

Ability to commute/relocate:

- Hythe: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Insurance Account Handling: 2 years (required)

Work Location: In person