Account Handler - Marlborough, United Kingdom - The Benefact Group

The Benefact Group

Verified Company

Marlborough, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Working hours:35 hours per week, Monday to Friday

Duration:
Permanent

Location:
Marlborough

About the role:

We have a fantastic opportunity for an Account Handler to join our business Lycetts Insurance Brokers in Marlborough.

Based in our Equine liability section we will help you develop your knowledge to be able to handle liability insurance products for the Bloodstock and Sports horse establishments who are our clients.

Full training will be provided.

This role holds responsibility for the effective management of existing clients' insurance business and for the support of business development through provision of quotes and cross-referrals.

The role has authority to deal with insurers and clients as required to transact business.

Key responsibilities
***:

To prepare renewal schedules and contact client 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
Develop business opportunities including identification of opportunities for crossreferrals.
Handle claims efficiently and within regulatory timescales time scales
Act inline with client requests and delivers beyond expectations.
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
***:

Previous broking experience preferably specialising in liability insurance and / or the understanding of working within an Equine yard
A willingness to learn and develop knowledge to progress to other Equine property related covers
Knowledge of wide range of commercial 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, hardworking, proactive team player with initiative

Advantageous Attributes:

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

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.