Insurance Account Handler
3 weeks ago
We are seeking an experienced Insurance Account Handler to join our team at Ecclesiastical Insurance Group. As an Insurance 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 the authority to deal with insurers and clients as required to transact business. You will be responsible for preparing renewal schedules, proactively reaching out to clients before renewal dates, and ensuring compliance with industry regulations.
You will also be responsible for handling incoming new business inquiries, preparing customized quotations for potential clients, and using your negotiation skills to explore alternative quotes and find the best solutions for clients.
Additionally, you will manage all documentation, including invoices, credit notes, and other paperwork, ensuring a seamless renewal experience for our clients.
You will identify cross-selling opportunities within our client base and collaborate with colleagues to maximize revenue.
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 customized 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 maximize revenue.
- Work alongside our dedicated Claims Handler to provide efficient claims handling support when needed.
- Prioritize client requests and strive for satisfactory outcomes, building strong relationships with our valued clients.
- Adhere to compliance procedures, FCA guidelines, and maintain organized 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.
To be successful in this role, you will need:
- Good organizational ability.
- Previous broking experience, preferably specializing in farm & estate, household, and liability insurance.
- Knowledge of a wide range of commercial insurance products and companies.
- Experience in obtaining information from clients via telephone and email.
- Experience in obtaining quotes and placing business.
- Confident communication skills – both written and oral.
- Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters.
- Sound knowledge of FCA requirements within a broking role.
We offer a range of benefits, including:
- Hybrid working available upon successful completion of probation.
- Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme.
- 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).
- 35 hours/week, 9.00 to 5.00.
- Career development opportunities with funded support and financial incentives for all professional qualifications.
-
Insurance Account Handler
3 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Trainee Account Handler to join our team at Lycetts, a well-established independent insurance broker. As a Trainee Account Handler, you will play a crucial role in ensuring the seamless operation of our client-centric services.Key ResponsibilitiesPrepare renewal schedules and proactively...
-
Insurance Account Handler
3 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Trainee Account Handler to join our team at Lycetts, a well-established independent insurance broker. As a Trainee Account Handler, you will play a crucial role in ensuring the seamless operation of our client-centric services.Key ResponsibilitiesPrepare renewal schedules and proactively...
-
Insurance Account Handler
4 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Trainee Account Handler to join our team at Lycetts, a well-established independent insurance broker with a focus on farms, estates, and rural businesses. As a Trainee Account Handler, you will play a pivotal role in ensuring the seamless operation of our client-centric services.This position...
-
Insurance Account Handler
4 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Trainee Account Handler to join our team at Lycetts, a well-established independent insurance broker with a focus on farms, estates, and rural businesses. As a Trainee Account Handler, you will play a pivotal role in ensuring the seamless operation of our client-centric services.This position...
-
Insurance Account Handler
3 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Trainee Account Handler to join our team at Ecclesiastical Insurance Group. As a Trainee Account Handler, you will play a pivotal role in ensuring the seamless operation of our client-centric services.Key ResponsibilitiesPrepare renewal schedules and proactively reach out to clients before...
-
Insurance Account Handler
3 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Trainee Account Handler to join our team at Ecclesiastical Insurance Group. As a Trainee Account Handler, you will play a pivotal role in ensuring the seamless operation of our client-centric services.Key ResponsibilitiesPrepare renewal schedules and proactively reach out to clients before...
-
Insurance Account Handler
4 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Trainee Account Handler to join our team at Lycetts, a well-established independent insurance broker with a focus on farms, estates, and rural businesses. As a Trainee Account Handler, you will play a pivotal role in ensuring the seamless operation of our client-centric services.Key...
-
Insurance Account Handler
4 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Trainee Account Handler to join our team at Lycetts, a well-established independent insurance broker with a focus on farms, estates, and rural businesses. As a Trainee Account Handler, you will play a pivotal role in ensuring the seamless operation of our client-centric services.Key...
-
Insurance Account Handler
4 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Trainee Account Handler to join our team at Lycetts, a well-established independent insurance broker with a focus on farms, estates, and rural businesses. As a Trainee Account Handler, you will play a pivotal role in ensuring the seamless operation of our client-centric services.Key...
-
Insurance Account Handler
4 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Trainee Account Handler to join our team at Lycetts, a well-established independent insurance broker with a focus on farms, estates, and rural businesses. As a Trainee Account Handler, you will play a pivotal role in ensuring the seamless operation of our client-centric services.Key...
-
Insurance Account Handler
4 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Trainee Account Handler to join our team at Lycetts, a well-established independent insurance broker with a focus on farms, estates, and rural businesses. As a Trainee Account Handler, you will play a pivotal role in ensuring the seamless operation of our client-centric services.This position...
-
Insurance Account Handler
4 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Trainee Account Handler to join our team at Lycetts, a well-established independent insurance broker with a focus on farms, estates, and rural businesses. As a Trainee Account Handler, you will play a pivotal role in ensuring the seamless operation of our client-centric services.This position...
-
Account Handler
4 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly skilled and 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...
-
Account Handler
4 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly skilled and 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...
-
Insurance Account Manager
1 week ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleLycetts Insurance Brokers, a part of the Benefact Group, is seeking a skilled Account Handler to join their Charlbury office. As a leading independent insurance broker, they specialize in farms, estates, and rural businesses, offering bespoke financial services and risk management advice.The successful candidate will play a crucial role in...
-
Insurance Account Manager
5 days ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a skilled Insurance Account Manager to join our team at Ecclesiastical Insurance Group. As an Insurance Account Manager, 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...
-
Account Specialist
4 weeks ago
Chipping Norton, Oxfordshire, 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.Key ResponsibilitiesPrepare renewal schedules and proactively reach out...
-
Account Specialist
4 weeks ago
Chipping Norton, Oxfordshire, 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.Key ResponsibilitiesPrepare renewal schedules and proactively reach out...
-
Account Manager
3 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Account Handler to join our team at Lycetts Insurance Brokers. 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...
-
Account Manager
3 weeks ago
Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Account Handler to join our team at Lycetts Insurance Brokers. 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...
