Account Handler

6 months ago

Leeds, United Kingdom Bartlett Group Ltd Full time

Established in 1940, Bartlett is one of the UK’s leading independent insurance brokers and financial advisers.

Recognised for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.

Today, the business is proudly managed by the third generation of the Bartlett family. We act for businesses, charities and individuals across the UK - from manufacturing firms to large financial institutions. Our private clients include families we have worked with for generations.

With an eye to the next decade (as opposed to the next quarter), we’re perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role.

And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our profits to support grassroots organisations. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.

This role is working for Arborisk Insurance, part of Bartlett Group.

Here at Arborisk, the UK’s leading tree surgeon and forestry insurance specialists, we are looking for the right person to join our friendly and dynamic team. Our account handler role is the perfect stepping stone into commercial insurance. We value quality, attitude and drive over experience. Rated excellent on Trustpilot and part of the award winning Bartlett Group we value quality of service, not only to our clients but also to our employees. We offer a comprehensive training package including unlimited funding to further your professional qualifications.

**Why join us?**

The Arborisk team will offer:

- Your own account portfolio to manage and grow.
- A variety of accounts from sole traders to corporate entities with premiums typically ranging from £1,000 to £30,000.
- Ability to tailor a bespoke insurance package, to meet client needs utilising multiple markets.
- Specific sector training with industry led experts to help you understand tree surgery and forestry activities and requirements.
- Key Performance Indicators that are quality lead, we won’t measure your call times
- Sociable working hours (Mon to Fri 9am till 5pm) - with agile working.
- OTE compensation £27,500 - £33,000 (including quarterly bonus scheme based on your results).
- Company funded quarterly team social events.

**Arborisk is part of the Bartlett Group**, one of the UK’s largest independent brokers, which means you will also benefit from:

- A family run business - brush shoulders with the directors on a daily basis.
- State of the art offices, cutting edge technology and unlimited training.
- Free onsite gym with access to personal trainers.
- Free private health care.
- Free onsite parking.
- £500 annual well-being supplement.
- Fortnightly subsidised popup restaurants.
- Quarterly company social events.
- and much more.

**The Role**:

- Working within your delegated authority to ensure the best outcome for the client.
- Aiming for maximum retention for clients with existing business.
- Providing comprehensive risk presentations to include pricing rationale and recommendations.
- Servicing existing clients with cover queries and mid-term changes.
- Proactively dealing with any renewals that require manual intervention.
- Capitalising on new business (inbound) opportunities while consistently meeting client needs.
- Negotiating with underwriters, clients and insurers.
- Ensuring that client needs are identified and met.
- Following agreed learning plan to encourage personal development and growth.

**We would love to have a chat with you if you are**:

- Already working within the Insurance industry.
- An excellent communicator.
- An active listener.
- A problem solver.
- A team player.
- Confident.
- Adaptable.
- Quality focused.
- Able to demonstrate a good work ethic.

**Plus**

If you also have any CII qualifications or Acturis System experience, we would be delighted to hear about it in your CV.

We require no additional agency support for this vacancy.

**Salary**: £27,500.00-£33,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Flexitime
- Gym membership
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private medical insurance
- Referral programme

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: LH/SAH

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