Account Handler - Newcastle upon Tyne, United Kingdom - The Benefact Group

The Benefact Group

Verified Company

Newcastle upon Tyne, 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:
Newcastle/London

About the role:

We have a fantastic opportunity to join our business Lycetts Insurance Brokers in Newcastle or London.

Key responsibilities
***:

To act as account handler to various account executives in the Lycetts
To prepare renewal register and financial date questionnaire in preparation for AE client contact prior to renewal
Negotiate renewal in good time prior to renewal date
Negotiate alternative quotes in good time prior to renewal date
Deal with all documentation, invoices, credit notes, etc. ensuring a smooth and troublefree renewal for the client
Foster good relations with insurance companies
Operate an effective credit control system and report as required.

Knowledge, skills and experience
***:

Previous broking experience
, preferably in SME commercial business.
Knowledge of wide range of commercial lines insurance products and companies
Experience in obtaining quotes and placing business
Good confident customer skills both written & oral
Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
Good organisational ability
Sound knowledge of FCA requirements within a broking role
Wellpresented, hard working, proactive team player with initiative

Position would suit someone satisfied in an office-based role and happy to work within a tight knit team.

Advantageous Attributes:

Knowledge of Word/Excel
Experience with the OpenGI broking software
Insurance qualifications or progress towards

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.