Account Specialist
1 week ago
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.
- 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
- 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.
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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