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Insurance Account Specialist

3 months ago


Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full time

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Flexible working options available after initial training period.

About the Role

Ecclesiastical Insurance Group is seeking a dedicated Account Handler to enhance our team. This position offers the opportunity to work in a dynamic environment where you will engage with a diverse clientele.

As a prominent player in the insurance sector, we focus on providing tailored solutions for various sectors, including commercial and personal insurance. Your role will be pivotal in nurturing client relationships and driving business development through proactive communication.

Joining our esteemed organization provides a unique chance to advance your career within a supportive and purpose-driven environment.

Key Responsibilities
  • Prepare and manage renewal schedules, ensuring timely communication with clients regarding their policies.
  • Respond promptly to new business inquiries and develop customized quotes for prospective clients.
  • Utilize your negotiation expertise to explore alternative options and secure the best outcomes for clients.
  • Oversee all necessary documentation, including invoices and credit notes, to facilitate a smooth renewal process.
  • Identify opportunities for cross-selling within our existing client base and collaborate with team members to enhance revenue.
  • Prioritize client needs and work towards satisfactory resolutions, fostering strong relationships.
  • Adhere to compliance standards and maintain organized documentation in line with industry regulations.
  • Build and maintain positive relationships with insurance providers to ensure effective service delivery.
  • Monitor delegated authority and uphold an efficient credit control system.
Knowledge, Skills, and Experience
  • Experience in insurance broking, preferably with a focus on commercial insurance.
  • Familiarity with a wide range of insurance products and market players.
  • Proficient in gathering information from clients through various communication channels.
  • Ability to obtain quotes and facilitate business placements effectively.
  • Strong customer service skills, both written and verbal.
  • Excellent negotiation abilities and relationship-building skills with clients and insurers.
  • Strong organizational skills and attention to detail.
  • Understanding of regulatory requirements within the insurance industry.
What We Offer
  • Flexible working arrangements following successful completion of the training period.
  • Competitive pension scheme.
  • Annual bonus program based on individual and company performance.
  • Life insurance coverage.
  • Generous annual leave policy with additional days for long service.
  • Opportunities for professional development with support for obtaining qualifications.
About Us

At Ecclesiastical Insurance Group, we have a rich history of providing comprehensive insurance and risk management solutions. Our commitment to our clients is reflected in our status as a trusted advisor in the industry. We take pride in our ethical approach and dedication to making a positive impact in the communities we serve.

Our Commitment to Community

We believe in fostering a workplace that values social responsibility. Our employees are encouraged to engage in charitable activities, supporting causes that matter to them.

We strive to maintain a healthy work-life balance, emphasizing the importance of well-being and teamwork.

At Ecclesiastical Insurance Group, we are dedicated to cultivating an inclusive culture where every individual is valued and respected. We welcome applicants from diverse backgrounds and experiences.