Assistant Account Handler - Fakenham, United Kingdom - The Benefact Group

The Benefact Group

Verified Company

Fakenham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Working hours:35 hours per week, Monday to Friday

Duration:
Permanent

Location:
Fakenham

About the role:

We have a fantastic opportunity to join our business Cliverton Insurance in Fakenham.

The purpose of this role is to develop and expand the Cliverton business by providing a first class service. This role has responsibility for the effective and compliant management of new and existing clients' insurances. The role has authority to deal with insurers and clients as required to transact business.

Key responsibilities
***:

Identify and initiate crossreferral opportunities and activities to new and existing clients.
Develop insurer relationships.
Prepare new business & renewal documentation.
Prepare all relevant documentation and information required to meet customer needs.
Develop and maintain relationships with internal stakeholders (underwriters, insurers, other insurance teams,
Acquire and maintain knowledge of the Cliverton products and an understanding of the Lycetts products.
Develop expertise through formal inhouse training, CII training and qualifications and CPD.
Maintain record keeping requirements through use of OpenGI and other systems as required.
Prepare new business documentation.
Arrange direct debit/premium credit set up as required.
Correspond with clients and prospects as appropriate and directed.
Maintain electronic files.
Work within Compliance Framework required by the Company/Financial Conduct Authority (FCA).
Comply with all applicable sections of the Lycetts compliance manual.
Complaints identify complaints, act upon them and manage in line with company policy.
Deal with documentation, invoices, etc. ensuring smooth and troublefree client engagement and policy fulfilment
Actively liaise with internal colleagues on generating and passing over new business leads.

Knowledge, skills and experience:

Essential Attributes

Previous insurance / customer service experience (preferential)
Positive working attitude
Good confident customer skills both written & oral
Ability to build good relationships with both clients and insurers/underwriters
Good organizational ability
Wellpresented, hardworking, proactive team player with initiative

Advantageous Attributes

Previous/current position within an insurance company or brokerage preferred
Experience with Open GI broking software

Insurance qualifications

Cert CII minimum will be contractual. Full training and support will be provided.

What we offer
***:

A competitive salary
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.