Insurance Account Manager
1 week ago
Location: Leicester/Birmingham
Salary: Negotiable + benefits
Overview:
Berkeley Insurance Group, part of Brown & Brown Europe, is seeking an experienced Private Client Account Handler/Executive to join their professional team based in Leicester or Birmingham.
The company provides independent advice and specialist expertise in various sectors, offering unbiased and informed choices, fantastic customer service, and market buying power that delivers the right insurance protection.
In this role, you will primarily be involved with offering and renewing contracts for Private Clients, managing an existing book of business, and dealing with new enquiries to expand the company client base.
The company prides itself on a market-leading client service model and a long list of products providers and covers it can access.
The Day-to-Day:
- Service designated clients of Berkeley Insurance Group UK Ltd, ensuring they are retained and the Company's income is maintained/developed.
- Work closely with Account Executives and Directors to provide the highest standard service to customers.
- Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work and hand over to relevant Account Executive/Director.
- 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 (i.e. policies and endorsements) for accuracy prior to sending to client.
- Obtain quotations for any relevant new policies/renewals.
- Maintain effective credit control on allocated cases.
- Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated.
- Be aware of market conditions and the strengths and weaknesses of competitors.
- Visits to customers where agreed with the Account Executive.
- Monitor trends, analyse 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's on Offer:
- Negotiable salary package & additional benefits
- Joint Pension contribution scheme
- Private Medical Scheme (available after 6 months)
- Permanent Health Insurance (available after 6 months)
- Flexi/hybrid (limited days) working available
Your Experience:
- Requirement of at least 2+ years 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.
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