Account Handler

1 month ago

Leeds UK, West Yorkshire, United Kingdom Romero Insurance Brokers Full time

Working at Romero’s is a fantastic opportunity to work within the Financial Services sector. Our commitment to support you in achieving and progressing will be 100% from day. We have on site wellbeing facilities including massage, physiotherapy, hypnotherapy, well man and well women blood tests, health checks, buying and selling holidays, offsite charitable support days, amazing social events and this is just the tip of the iceberg as far as our staff benefits go……


Who we are

As part of the Assured Partners Group, we’re proud to be one of the worlds most powerful broking organisations. Our position in the UK market means we’re perfectly placed to deliver exceptional service with an independent mindset, while offering the strength and scale of a global broker.

We have vacancies across all our offices, including Leeds, Harrogate, Nottingham & Halifax.


Why Join Us

Why not?……

We are a great place to work (just ask our people) and you will part of a fantastic working environment. As well as being developed via the Romero Academy, driven by our group training team, you will have the support of assigned mentors and access to people within our business with a wealth of technical knowledge.

You will have access to our ongoing ever evolving Wellbeing programme as well as a pension, paid holiday starting at 23 days (you get bank holidays on top). In addition, you will have access to the UK healthcare Cashplan scheme, free parking, the flexibility to buy and sell holidays.


What You’ll Be Doing

You will work closely with our Account Directors & Executives to manage a book of corporate commercial clients. Being the client’s first point of contact for cover queries, midterm adjustments, quotations for additional insurances, document issue and many other tasks and projects. You will help us to meet their demands and needs effectively and will champion the building of strong internal and external relationships. In addition, you will also broke to the market your client portfolio and as required meet with clients face to face.


Key Responsibilities & Accountabilities

  • Dealing mainly with Commercial Accounts;
  • Negotiate effectively with insurers to get the best possible insurance programme and outcomes for our clients
  • Engage with the market within the scope of the broking strategy and matrix
  • Building and maintaining effective professional relationships;
  • Offering advice about existing products and promoting value added services;
  • Handling and responding to product queries from clients quickly, efficiently and accurately;
  • Check and send out proposals and policy documents
  • Dealing with mid-term adjustments, renewals and new business quotations
  • Keeping abreast of market conditions and developments;
  • Building up detailed knowledge about the company’s products;
  • Understanding and maintaining a good working knowledge of the rules and compliance procedures of the FCA
  • Complete all administration and paperwork in accordance with Company Procedures.
  • Treat customers fairly at all times having assessed their specific needs. Ensure that you conduct yourself in accordance with FCA rules and guidelines as issued


Key Performance Indicators

  • Quality of advice/Product knowledge.
  • Compliance with Romero Insurance Brokers Ltd procedures.
  • Complaints and Complaint procedure.
  • Innovation/problem solving.
  • Quality of Client Files/Computer Records.
  • Clarity of Paperwork/Completed Paperwork.
  • Queries from Customers and Internal staff.
  • Maintenance of Company Service Standards.


Experience & Skills Required

  • Experience within Commercial Insurance
  • Good telephone manner, strong communication skills
  • Keen interest in progression within Insurance
  • Committed, thorough and accurate worker
  • Organisational and time management skills are essential as well as a client focused approach
  • Ability to work under pressure to meet deadlines
  • Ability to work as a member of a team

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