Wholesale Account Handler - Caerphilly, United Kingdom - Moorhouse Group Ltd

Moorhouse Group Ltd

Verified Company

Caerphilly, United Kingdom

4 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Company
The Moorhouse Group specialises in the provision of Business Insurance Policies.

We pride ourselves in being a leading provider throughout the business sector, of policies that may be standard or unique to commercial customer's insurance needs, in addition to Commercial Vehicles.

We are a highly technological Company moving forward with innovative systems in the Industry.

We are committed to creating a working environment where people can flourish and find the freedom to fulfil their potential.

You'll be joining a specialist company with a reputation for delivering a first-class service, offering a range of products to our valued customers.

The Role

The Wholesale Account Handler is responsible for the day-to-day management of Broker Accounts, working closely with Key Partnership Managers to maximise New Business & Retention opportunities through enhanced service and to meet and exceed customer requirements in line with industry regulations and our internal quality assurance criteria.

The primary functions of the role will include but not be limited to:

Negotiating with insurers to secure best available terms both at New Business & Renewal
Dealing with broker queries, adjustments and claims
Proactively maintaining regular contact with existing brokers
Proactively engage with our broking panel to increase awareness
Promote facetoface appointments in line with agreed strategy
Continually update internal records to ensure relevant information is accurate and kept uptodate
The Wholesale Insurance Executive will handle a full range of commercial products from brokers.

Principle Accountabilities

To take an active role in both team and selfdevelopment. To actively participate in driving forward best practice, our company values and act as a role model to other employees.
To ensure complete customer satisfaction, utilising product knowledge and customer focused risk questioning.
To fully understand all applicable business processes and procedures relevant to the role.
To manage and prioritise your workload effectively in order to meet performance expectations.
To use the required systems to arrange and process insurance contracts.
To provide insurance products to our customers in a compliant manner in line with our regulations and company procedures.
Maintain a consistently high level of quality in all your work in line with company compliance standards.
In addition to the knowledge and skills that have been identified for your role, you will also be required to undertake additional duties and tasks if asked to do so by your manager.

Skills and Abilities

Demonstrate an awareness and compliance with the FCA principles for business including our obligations under Consumer Duty
Comply with the Data Protection Regulations both in the office and in communications with clients.
Enforce the Anti-Money Laundering procedures whilst dealing with clients.
Have a good understanding of complaint handling and company processes and procedures for dealing with them.
To comply with the policies and procedures outlined in the employee handbook.
To have an excellent understanding of products in your area.
To ensure your product knowledge is consistently up to date through continual personal development and the attendance of workshops and training sessions provided.
Achieved or working towards the Chartered Institute of Insurers Certificate.
To use relevant software packages and required business systems in work production.
To have an understanding of Microsoft Outlook.
Access, monitor and manage own performance levels through MI.
To have or gain an excellent understanding of our regulators.
Develop a deep understanding of our compliance criteria.
Demonstrate excellent understanding of the role of the FCA in the insurance industry.
Complete all annual mandatory learning as set by the company.
To provide written communications to company standards.
To communicate verbally in a professional and polite manner.
Able to listen effectively.
Have excellent negotiation skills.
A high level of accuracy whilst dealing with sales and enquiries.
To ensure all information is input correctly on to Moorhouse computer systems.
Provide an exceptional level of service in line with behavioural standards to internal and external customers.
Project a polite and professional image to all customers through all types of communications.

What's on Offer

Full time, permanent role
Competitive benefits package
Excellent public transport links
Enhanced holidays starting at 23 days, which increases to 25 days with service, plus bank holidays.
Funded corporate dress on completion of probationary period
Company Social Events and a dedicated social committee
Free Onsite parking
Recruitment referral programme
Optimised Health Plan
Company pension contribution
Professional Qualifications
Development plan with long term car