Account Specialist

1 week ago


Prestwick, United Kingdom Ecclesiastical Insurance Group Full time
About the Role

We are seeking an experienced Account Handler to join our team at Ecclesiastical Insurance Group. As an Account Handler, you will play a crucial role in maintaining strong relationships with existing clients while contributing to business growth through proactive engagement.

Key Responsibilities
  • Prepare renewal schedules and proactively reach out to clients before renewal dates, ensuring compliance with industry regulations.
  • Handle incoming new business inquiries promptly and prepare customised quotations for potential clients.
  • Use your negotiation skills to explore alternative quotes and find the best solutions for clients well in advance of renewal deadlines.
  • Manage all documentation, including invoices, credit notes, and other paperwork, ensuring a seamless renewal experience for our clients.
  • Identify cross-selling opportunities within our client base and collaborate with colleagues to maximise revenue.
  • Prioritise client requests and strive for satisfactory outcomes, building strong relationships with our valued clients.
  • Adhere to compliance procedures, FCA guidelines, and maintain organised file management.
  • Foster positive relationships with insurance companies, ensuring smooth communication and efficient service delivery.
  • Monitor delegated authority under agency agreements and maintain an effective credit control system.
Requirements
  • Previous broking experience preferably specialising in commercial insurance (commercial combined, package or financial lines and/or in property and liability insurance)
  • Knowledge of wide range of commercial insurance products and companies
  • Experience in obtaining information from clients via telephone & e-mail
  • Experience in obtaining quotes and placing business
  • Good confident customer skills – both written & oral
  • Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
  • Good organisational ability
  • Sound knowledge of FCA requirements within a broking role
What We Offer
  • Competitive Personal Pension
  • Annual Bonus scheme (Discretionary based on individual and company performance)
  • Life Assurance cover up to 4 x salary
  • 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years' service respectively)
  • Career development opportunities with funded support and financial incentives for all professional qualifications.
About Us

Ecclesiastical Insurance Group is a unique chartered insurance broking and financial services organisation, which strives to be a trusted adviser to our clients. We are proud to be part of the Benefact Group, which in turn is owned by a registered charity, Benefact Trust. We are a financially secure, professional and award-winning organisation. We pride ourselves in donating a significant proportion of our profits to good causes.

We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least one day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.

We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know.


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