The opportunity
We have a brand-new batch of opportunity for an experienced Small Business Account Handler with SME experience to join our growing team based in either Dundee or Perth (hybrid working options available). The role includes the administration of New Business, Renewals & Servicing of the book.
This is a key role that includes the responsibility for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of SME insurance. Our Account Handler should ensure a high-quality service is provided to all clients in accordance with their specific needs and requirements.
Key areas of responsibility include
Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer and conducting high quality work in relation to; New Business, Renewals, Mid-term adjustments, Queries and Premium Finance Arrangements
Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice
Always promoting exceptional customer care standards
Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance
Actively securing renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost-effective cover
What we’re looking for
To be successful in the role, you must have the following skills:
Previous experience in a Small Business Unit Account Handler role within a broker environment or Insurer environment
Working knowledge of most commercial insurance products
Experience of working to high standards of FCA compliance
I.T. skills including use of an insurance IT system, ideally Acturis
Strong organisation skills
The ability to work to a high level of accuracy
Exemplary customer service skills with the ability to build solid relationships with clients and insurers
Regulatory and compliance awareness
Willingness to work towards Cert CII or already hold qualifications
What we offer
Competitive salary commensurate with level of experience
Hybrid working pattern (3:2 Office/Home)
Free parking
Company Pension scheme
Generous holiday entitlement, including birthday day off
Bupa Healthcare Cash Plan
Job Types: Full-time, Permanent
Pay: From £20,000.00 per year
Benefits:
Company pension
Cycle to work scheme
Enhanced maternity leave
Enhanced paternity leave
Free parking
Referral programme
Sick pay
Work from home
Schedule:
Monday to Friday
No weekends
Work Location: In person
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