Account Handler
3 weeks ago
We are seeking an experienced Account Handler to join our team in Edinburgh. 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.
- Operate an effective credit control system and report as required
- 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
- Hybrid working available upon successful completion of probation
- 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.
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Account Handler
11 hours ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe 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.The ideal candidate will have previous broking experience, preferably...
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Insurance Account Handler
10 hours ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Insurance Account Handler to join our team in Edinburgh. As an Insurance Account Handler, you will be responsible for preparing renewal schedules, handling new business inquiries, and managing client relationships.The ideal candidate will have excellent communication skills, be able to work independently, and have...
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Account Handler
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Account Handler to join our team in Edinburgh. 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.The successful candidate will have a strong understanding of commercial insurance products...
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Account Handler
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Account Handler to join our team in Edinburgh. 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.The successful candidate will have a strong understanding of commercial insurance products...
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Insurance Account Handler
1 month ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Insurance Account Handler to join our team at Ecclesiastical Insurance Group. As an Insurance Account Handler, you will be responsible for managing a portfolio of clients, providing exceptional customer service, and ensuring that their insurance needs are met.Key Responsibilities:Manage client relationships and...
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Insurance Account Handler
1 month ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Insurance Account Handler to join our team at Ecclesiastical Insurance Group. As an Insurance Account Handler, you will be responsible for managing a portfolio of clients, providing exceptional customer service, and ensuring that their insurance needs are met.Key Responsibilities:Manage client relationships and...
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Insurance Account Handler
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
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Insurance Account Handler
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
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Insurance Account Handler
1 month ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
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Insurance Account Handler
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
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Insurance Account Handler
1 month ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
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Insurance Account Handler
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
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Insurance Account Handler
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
-
Insurance Account Handler
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
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Insurance Account Handler
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
-
Insurance Account Handler
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
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Account Handler
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe 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 our existing clients while contributing to business growth through proactive engagement.Key ResponsibilitiesPrepare renewal schedules and proactively reach...
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Account Handler
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Account Handler to join our team in Edinburgh. 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 ResponsibilitiesPrepare renewal schedules and proactively reach out to clients before...
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Account Handler
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe 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 our existing clients while contributing to business growth through proactive engagement.Key ResponsibilitiesPrepare renewal schedules and proactively reach...
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Account Handler
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Account Handler to join our team in Edinburgh. 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 ResponsibilitiesPrepare renewal schedules and proactively reach out to clients before...
