Account Broker

1 week ago

Leeds UK, West Yorkshire, United Kingdom Bartlett Group Full time

The Company


Established in 1940, Bartlett is one of the UK’s leading independent insurance brokers and financial advisers.


Recognised for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.


Today, the business is proudly managed by the third generation of the Bartlett family. We act for businesses, charities and individuals across the UK – from manufacturing firms to large financial institutions. Our clients include firms and families we have worked with for generations.


With an eye to the next decade (as opposed to the next quarter), we’re perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role.


And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our profits to support grassroots organisations. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.


We are currently recruiting for our growing teams who are based in our head office in Horsforth. Being part of the larger Bartlett Group offers the best of both worlds’ scenario, joining a small team at a significant and pivotal time of growth, as well as benefiting from the opportunities a larger group provides.



The Role


We currently have an opportunity to join our established broking department, exclusively handling various types and levels of client business within the Corporate Risks Division. We are fortunate to have a range of experience and expertise within our broking team from entry level Team Brokers, to mid-level Account Brokers and experienced Senior Brokers. So, whilst we are actively seeking a broker with at least 2 years’ industry experience, we are very much open to varying levels of expertise, and our overriding priority is to find the perfect fit, irrespective of seniority, ensuring we welcome the best person for the role.


The successful candidate may already be responsible for their own portfolio of clients or working towards this, able to competently manage a range of tasks including renewal process delivery, mid-term amendments, and cover queries whilst always providing a high level of service.


This is a key roles as you’ll be responsible for supporting the wider business needs of longstanding and new client relationships and liaising with other departments where necessary to provide impeccable service. We are looking for a confident, experienced team player with a proven record for delivering results through effective negotiation and excellent customer service.



Your responsibilities will include:


  • Carrying out core administrative tasks to support service delivery and renewal timetables.
  • Negotiating and strong relationship building skills to retain a profitable book of business.
  • Maintaining positive working relationships both internally and externally.
  • Effectively managing own workload to ensure that service standards are met.
  • Use excellent communication and client handling abilities to always ensure an outstanding client experience.
  • Working as a team player and helping colleagues when required.
  • Participating in team initiatives and workshops.
  • Obtaining and maintaining the level of technical knowledge required to be competent in your role including completing required CPD hours per year.
  • To be aware of and comply with relevant FCA regulations.



The Ideal Candidate:


  • You are qualified, committed to self-development and technically minded.
  • You practice good work habits: setting priorities and goals and following through on commitments.
  • You are known for integrity, candour, authenticity, transparency, and being non-political.
  • You are self-disciplined and self-reliant.
  • You consistently demonstrate strong performance so colleagues can rely upon you.
  • You are open to a changing environment and new challenges.
  • Minimum 2 years insurance industry experience required.
  • Acturis system knowledge – desirable
  • CII qualifications - desirable



Rewards:


  • Competitive salary (details on request)
  • Enhanced pension contributions (5% employee, 7% employer)
  • Private Healthcare
  • Income protection
  • Wellbeing allowance (for use towards health and lifestyle costs)
  • 25 days annual leave + bank holidays (option to buy/sell up to 5 additional days) increasing with service
  • Annual salary reviews
  • Recently modernised office with onsite gym, showers, wellbeing library and more
  • Frequent social events
  • Volunteering leave allowance
  • + more


Due to the volume of applications, we are unable to offer feedback to all submissions. If you have not heard from us within 21 days, you have been unsuccessful on this occasion.


Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.


At Bartlett, we are dedicated to securing top-tier talent for our team, prioritising an exceptional candidate experience. We prefer direct engagement with candidates and do not require additional agency support for this role.

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