Account Broker

Xenia Broking; Birmingham; On-site; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Negotiable salary

25 days holiday + Bank Holidays

Pension

Death in Service benefits

Professional development support

Fully funded qualifications

Job summary

A growing insurance firm in Birmingham is looking for an ambitious Account Broker to support clients with policy administrations, credit applications, and claims. The ideal candidate should have over 2 years of experience in Trade Credit Insurance and be proficient in the Acturis system. This role offers a competitive salary along with flexible benefits and support for professional development. Applicants should possess excellent communication, negotiation, and IT skills.

Qualifications

• 2+ years experience in Trade Credit Insurance.
• Proficiency in Acturis system and insurance broker portals.
• Ability to communicate effectively with stakeholders at all levels.

Responsibilities

• Maintain client records in hard copy files and databases.
• Support clients with credit limit applications and claims.
• Adhere to company policies and code of conduct.
• Coordinate with underwriters and insurer partners.

Skills

Trade Credit Insurance

Acturis system proficiency

Microsoft Office (Outlook, Word, Excel)

Strong communication skills

Negotiation skills

Sales skills

IT Skills

Tools

Acturis

Insurer portals

Job description

Talent Acquisition Consultant at Brown and Brown

Account Broker Location: Birmingham

As a result of our continued growth and success in the insurance market we are seeking an ambitious and driven Account Broker to join our team in Birmingham.

Office based support for Account Managers. Day-to-day point of contact for clients in relation to basic policy administration – duties to include support with credit limits, policy documentation, overdue accounts, claims, declarations of turnover, accounting queries, processing of no claims/low claims bonuses.

The Day To Day:

• Establishing and maintaining client records in hard copy files and Goldmine database;
• Supporting/advising clients with credit limit applications, appeals and monitoring progress of these;
• Advising clients in relation to reporting of overdue accounts;
• Support for clients in relation to submission and negotiation of claims;
• Advising clients in relation to declarations of turnover and submission of these as appropriate;
• Support for clients in relation to accounting queries – premium payments, policy adjustments etc;
• Support for colleagues in relation to management of renewal negotiations;
• Undertake discussions with underwriters, as appropriate, in relation to all of the above;
• Ensure that Xenia Brand and code of conduct is adhered to at all times both within the workplace or at other external events;
• Adhere to Xenia policies;
• Refer any matter beyond the level of an individual’s experience or authority to their line manager;

The Rewards:

• A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
• Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation)).
• Full support for your professional development (including fully funded qualifications)

About You:

• 2+ years experience in Trade Credit Insurance
• Be proficient in the use of the Acturis system and have previous experience in using insurer and broker portals
• You’ll be able a natural communicator working with colleagues and insurer partners at all levels.
• Have a good working knowledge of Microsoft office applications particularly Outlook, Word and Excel and
• You should also be confident in dealing with stakeholders at all levels and have a wider skill set that includes strong communication (both written and verbal), negotiation, sales and IT Skills.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Insurance

Referrals increase your chances of interviewing at Xenia Broking by 2x.