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Insurance Account Handler/Executive

2 months ago

Leicester, Leicester, United Kingdom Brown & Brown Europe Full time
About the Role

We are seeking an experienced Insurance Account Handler/Executive to join our team at Brown & Brown Europe. As a key member of our professional and welcoming team, you will be responsible for managing an existing book of business and expanding our client base.

Key Responsibilities
  • Service designated clients of Brown & Brown Europe, ensuring their retention and the company's income is maintained or 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 and computer work.
  • 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 for accuracy prior to sending to clients.
  • Obtain quotations for any relevant new policies or renewals.
  • Maintain effective credit control on allocated cases.
  • Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules.
  • Be aware of market conditions and the strengths and weaknesses of competitors.
  • Visits to customers where agreed with the Account Executive.
  • Monitor trends, analyze 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 We Offer
  • Negotiable salary package and additional benefits.
  • Joint Pension contribution scheme.
  • Private Medical Scheme (available after 6 months).
  • Permanent Health Insurance (available after 6 months).
  • Flexi/hybrid working available.
Requirements
  • At least 2+ years of 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.