Commercial Account Handler - Cheltenham, United Kingdom - The Benefact Group

Tom O´Connor

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Tom O´Connor

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Description

Working hours:35 hours per week, Monday to Friday


Duration:
Permanent


Division:
Commercial Department


Location:
Cheltenham


About the role:

We have a fantastic opportunity to join our business
Lansdown Insurance Brokers in
Cheltenham.

Due to growth, we have a fantastic opportunity for a
Commercial Account Handler to join our
Cheltenham office.

You will deliver exceptional client service acting as part of the Commercial Team, supporting Lansdown "right first time" approach to customer service.


Key responsibilities
***:

  • Assist Managerial Team in client communication, from renewal, adjustment and new business perspective in line with Lansdown's strategy
  • Plan, prioritise and manage individual and managerial work to deliver agreed objectives and meet SLAs to deliver exceptional customer service.
  • Use the appropriate method of communication to support Lansdown's right firsttime approach in order to maintain successful Internal and External relationships.
  • Understand and operate within regulatory framework and identify and escalate any risks to the business.
  • To service existing Lansdown clients
  • Commercial and Residential Property
  • Any other duties required from time to time

Knowledge, skills and experience
***:

  • Excellent, professional and confident communication skills
  • Spreadsheet manipulation
  • Flexibility
  • Manage workload
  • Ability to develop relationships with clients, agents, insurers etc.
  • Ability to construct effective written communications
  • Work well within a team especially under pressure
  • Confident numeracy skills
  • Qualified Cert CII or commitment to work towards within an agreed timescale

_ Preferred:
_


  • MS Office
  • MS Outlook
  • Open Gi

What we offer:


  • A competitive salary
  • Hybrid working
  • Competitive Personal Pension
  • Bonus scheme
  • Study Fees
  • 22 days annual leave plus bank holidays
  • An array of health and wellbeing benefits, including private healthcare
  • Volunteer day
  • Onsite parking

About us:


Lansdown Insurance Brokers were established in Cheltenham over 50 years ago, and have built a reputation for excellent customer service. In 2014 we were purchased by
SEIB Insurance Brokers and are now part of the
Benefact Group.


We have a friendly family environment with care for our teams and handholding of our clients being at the top of our agenda.

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.


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