Commercial Account Handler

4 weeks ago

Pembroke, United Kingdom Cleddau Insurance Services Full time

**Salary**: Starting from £22,000.00 - £26,000.00 (D.O.E.)

**Benefits Package**:

- 28 Days holiday + UK Bank Holidays
- Paid day off on your birthday
- Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full pay_
- Company Pension Plan
- Income Protection Insurance Scheme
- Death in Service Benefit (x2 times your annual salary)
- Cash plan benefit to assist with medical and wellbeing costs
- Annual charitable donation to chosen charity
- Support & funding for study towards your professional qualification
- Employee wellness programmes
- Cycle to Work Scheme
- Company Events
- Casual Dress
- Refer a friend scheme
- Paid time off for volunteering

**Qualifications & Experience**:

- GCSE Maths & English at Grade C/Level 4 or above
- Chartered Insurance Institute Certificate in Insurance (hold or willing to work towards)
- Previous experience and sound knowledge of the insurance industry

**About You**

Are you an ambitious and confident professional looking for that next step within your insurance career? Do you enjoy interacting with clients, providing exceptional service and advice, tailoring to their specific needs in order to both maximise client satisfaction and support the overall growth of the business. We might have just the right role for you.

**About the Role**:
We are looking for an Insurance Consultant to help support and develop the continually growing presence of our Community Broking division with our Cleddau office based in Carmarthen.

This varied role will see you managing key client relationships, providing exceptional levels of client service and advice, whilst maintaining excellent retention levels.

Maximising new business potential will also form a huge part of this role and as an expert in your field, you will look to support the wider team to achieve new business related targets. Alongside your line manager, you will provide hands on support to your colleagues, motivating and encouraging their professional development as well as monitoring daily workflow & productivity where required.

**About Us**

Cleddau Insurance Services are now part of the Lloyd & Whyte Group, a family of businesses which provides insurance and financial services to specialist markets.

At Lloyd & Whyte, our business is centred around five core values - Fun, Supportive, Professional, Partnerships and Ambitious. By ensuring that these values are at the heart of everything we do, we’re able to build a business that remains focused on delivering what we say we will to our clients, colleagues and business partners.

**Key Responsibilities**:

- Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards
- Be your Line Manager’s deputy
- Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed
- Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first, with consistent delivery of the right customer outcomes
- Support colleagues in their professional development, including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels
- Organise and monitor daily workflow & productivity for the team as required
- Promote, develop and enable our values and culture within the team
- Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets
- Assist with competency sign off and complete call and file assessments as required
- Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required
- Provide support and direction to the team’s Complaints Champion and ensure all complaints handling requirements are met
- Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work

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

**Salary**: £26,000.00-£34,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Free parking
- Health & wellbeing programme
- On-site parking
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Experience**:

- insurance industry: 3 years (required)

Licence/Certification:

- GCSE Maths & English at Grade C/Level 4 or above (required)
- Chartered Insurance Institute Certificate in Insurance (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

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