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Insurance Account Manager
2 months ago
Location: Leicester/Birmingham
Salary: Negotiable + benefits
Overview:
Brown & Brown Europe is seeking an experienced Private Client Account Handler/Executive to join its professional team based in Leicester or Birmingham. As a key member of the team, you will be responsible for managing an existing book of business, handling new enquiries, and expanding the company's client base.
The company prides itself on providing unbiased and informed choices, excellent customer service, and market buying power that delivers the right insurance protection. You will work closely with Account Executives and Directors to provide the highest standard of service to customers.
Key Responsibilities:
- Service designated clients of Brown & Brown Europe UK Ltd, ensuring their retention and the company's income is maintained/developed.
- Work closely with Account Executives and Directors to provide the highest standard of service to customers.
- Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work and handing over to relevant Account Executive/Director (if an allocated case).
- Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
- Give instructions to insurers.
- Ensure mid-term adjustments and declarations are processed and records updated.
- Handle the invoicing of all premiums due.
- Check all documentation (i.e. policies and endorsements) for accuracy prior to sending to client.
- Obtain quotations for any relevant new policies/renewals.
- Maintain effective credit control on allocated cases.
- Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated.
- Be aware of market conditions and the strengths and weaknesses of competitors.
- Visits to customers where agreed with the Account Executive.
- Monitor trends, analyse results, and prepare feedback to senior staff.
- Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience.
What's on Offer:
- Negotiable salary package & additional benefits
- Joint Pension contribution scheme
- Private Medical Scheme (available after 6 months)
- Permanent Health Insurance (available after 6 months)
- Flexi/hybrid (limited days) working available
Your Experience:
- Requirement of at least 2+ years insurance broking experience.
- Confident in handling quotation enquiries, renewals, and midterm adjustments for various HNW insurance policies.
- Strong understanding of insurance markets, products, wordings, and options.
- Acturis insurance broking software knowledge is an advantage.
