Account Handler - Chipping Norton, United Kingdom - The Benefact Group

The Benefact Group

Verified Company

Chipping Norton, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Working hours:35 hours per week, Monday to Friday

Duration:
Permanent

Location:
Charlbury - hybrid

About the role:

We have a fantastic opportunity to join our business
Lycetts Insurance Brokers in
Charlbury

Key responsibilities
***:

To prepare renewal schedules and contact clients prior to renewal within compliance manual timescales.
Answer incoming new business enquiries and prepare new business quotations.
Negotiate alternative quotes prior to renewal dates where appropriate.
Deal with all documentation, invoices, credit notes, etc. ensuring a smooth and troublefree renewal for the client.
Identify opportunities for cross sales.
Assist with Claims Handling alongside a dedicated Claims Handler.
Provide satisfactory outcomes to client requests.
Comply with file management, compliance procedures and FCA guidelines.
Foster good relations with insurance companies.
Ensure that the Lycetts' delegated authority under agency agreements is not exceeded
Operate an effective credit control system and report as required.

Knowledge, skills and experience
***:

Good organisational ability.
Previous broking experience preferably specialising in farm & estate, household and liability insurance.
Knowledge of wide range of commercial insurance products and companies.
Experience in obtaining quotes and placing business.
Confident communications skills both written & 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.
Wellpresented, hardworking, proactive team player with initiative.

What we offer
***:

A competitive salary
Let's discuss it
Flexible and hybrid working available upon successful completion of probation
Competitive Personal Pension
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)
Career development opportunities with funded support and financial incentives for all professional qualifications.

About us:

Committed to making a difference:

We think that people are looking for something worthwhile in a company beyond the workplace.

Our employees are encouraged to take at least one day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

Our staff know how to work hard but also how to enjoy themselves We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.