Trainee Insurance Advisor

5 months ago

Basingstoke, United Kingdom Finch Insurance Brokers Full time

We're on the hunt for a Trainee Account Handler to join our friendly team at Finch at our office in Basingstoke.

Our Trainee Account Handlers are a key part of our business, speaking to our customers and providing advice on new products, renewals, and ensuring we understand their needs, and provide products and services that exceed their expectations and retain their loyalty. We strive to provide a market-leading customer experience, and that’s driven by you.

Our people share a common mindset that sets us apart. Our Trainee Account Handlers are engaging, positive, they listen, they are receptive to what our customers want, they are adaptive, hardworking team-players, and they build trusted relationships with colleagues, customers, and insurer partners.

Being part of our team will mean ensuring we meet our commercial targets by maximising business and service opportunities from all contacts in a consistent, fair and compliant manner. You will be joining an established, friendly and experienced team who will be able to provide support in order for you to succeed within your role.

**Purpose of the Role**:
Provide support to assigned Account Executive/portfolio in the day to day running of the client portfolio, including setting up all appropriate actions for renewal. Act as the first point of contact for all client/insurer queries/issues as they arise. Maintain relationships with existing clients and build relationships with new ones.

**Key Responsibilities**:
**Portfolio Support**
- Ensure the smooth running of assigned portfolio
- Independently respond to queries from both clients/insurers in a proactive manner, whilst keeping Account Executive/Broker informed as appropriate
- Co-ordinate administration of schemes, including invoicing, membership data, claims data, communication materials and other associated queries as appropriate

**Relationship Building**
- Develop, maintain and cultivate a constructive and professional relationship with internal and external stakeholders at all levels
- Be the first point of contact for day-to-day enquiries from internal and external stakeholders

**Renewal/New Business Support**
- Support the creation of presentations for both new and existing clients
- Proactively initiate and manage the gathering of relevant data for client renewals and mid-term adjustments, ensuring accuracy at all times
- Periodically attend client meetings with internal stakeholders as required

**System Administration**
- Ensure client records are accurate in respective Client Relationships Management (CRM) system, resolving any identified discrepancies in the CRM system and associated documentation
- Provide a proactive professional service for both internal and external stakeholders
- Proactively seek and recommend improvements to processes and services, participate fully in the implementation of them and be an advocate for change

**What do we offer in return?**

We offer a competitive salary and bonus scheme, combined with a benefits package which can be personalised to suit your needs continuous training and development opportunities to progress your career with an ambitious and growing company. We also fully understand that everyone is different, and everyone have different priorities, so we offer flexible and hybrid working that works for you and Ardonagh Advisory.

In return you will be welcomed and supported by our Ardonagh family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

- Holiday entitlement of 26 days plus bank holidays
- Opportunity to progress your career across the entire Ardonagh family
- Gain professional CII or ACII qualifications to enhance your knowledge and career prospects
- Pension scheme for when you feel it’s time to retire
- 24-hour support for you and your families physical and mental wellbeing
- Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work and much more
- 1 days paid volunteering day to give back to our communities
- Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community
- The Spotlight Awards, where we shine a light on the brightest talent across our group

Ethos Broking are a group of Insurance Brokers that sit within Ardonagh Advisory, part of the Ardonagh Group which spans the breadth of the insurance sector and is powered by more than 9000 employees. The diversity of brands and breadth of products and solutions for our customers brings huge opportunity. We are an equal opportunities employer who are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

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

**Benefits**:

- Company events
- Company pension

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

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