SME Account Handler

2 months ago

Guiseley UK, Leeds, United Kingdom JMG Group Full time

About Us


JMG Group is a Private Equity backed insurance broking group based in Guiseley, West Yorkshire with regional office representation around the UK. We are a top 30 broker, growing rapidly having completed numerous acquisitions and doubled in size since we completed our MBO in November 2020. We place over £200m of Gross Written Premium into the market annually and our teams are well respected in the industry. Customer excellence is the backbone of our business, which means that our people, systems, and processes are central to our success.


The opportunity


We have a brand-new batch of opportunities for experienced Account Handlers with Commercial or SME broking experience to join our growing team based in either Guiseley or in Gosforth, Newcastle (hybrid working options available). The roles will either support the Inbound New Business division or will support the Renewals & Servicing Team, depending on preference and prior experience.

These are key roles that will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of SME insurance. Our Account Handlers ensure a high-quality service is provided to all clients in accordance with their specific needs and requirements.



Key areas of responsibility include

  • Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer and conducting high quality work in relation to; New Business, Renewals, Mid-term adjustments, Claims, Queries, Premium Finance Arrangements, and Issuing Cover Notes
  • Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice
  • Always promoting exceptional customer care standards
  • Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance
  • Actively securing renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost-effective cover
  • Promoting and increasing the use of in-house premium finance, from insurer schemes


What we’re looking for


To be successful in the role, you must have the following skills


  • Previous experience in an Account Handler role within a broker environment
  • Working knowledge of most commercial insurance products
  • Experience of working to high standards of FCA compliance
  • I.T. skills including use of an insurance IT system, ideally Acturis
  • Strong organisation skills
  • The ability to work to a high level of accuracy
  • Exemplary customer service skills with the ability to build solid relationships with clients and insurers
  • Regulatory and compliance awareness
  • Willingness to work towards Cert CII or already hold qualifications



What we offer


  • Competitive salary commensurate with level of experience
  • Bonus scheme
  • Hybrid working pattern (3:2 Office/Home)
  • Free parking
  • Company Pension scheme
  • Generous holiday entitlement, including birthday day off
  • Bupa Healthcare Cash Plan
  • Life Assurance

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