Account Broker

Xenia Broking; Sawbridgeworth; On-site; GBP 38,000 - 58,000; Full time

Benefits offered by this job

Negotiable salary

25 days holiday + Bank Holidays

Pension

Death in Service

Professional development support

Flexible benefits

Job summary

A leading insurance firm is seeking an ambitious Account Broker in Sawbridgeworth to manage and service a portfolio of clients. Responsibilities include renewing accounts, maintaining client records, and developing professional relationships. Candidates should have 2+ years of experience in Trade Credit Insurance, proficiency with the Acturis system, and strong communication skills. This full-time position offers competitive benefits, including a negotiable salary, flexible benefits, and support for professional development.

Qualifications

• 2+ years of experience in Trade Credit Insurance.
• Proficient in the Acturis system and broker portals.
• Strong communication skills with all stakeholders.
• Good working knowledge of Microsoft Office applications.
• Negotiation, sales and IT skills in a client-facing role.

Responsibilities

• Renew and service a portfolio of existing clients.
• Maintain records on the Goldmine database.
• Develop relationships through face-to-face meetings.
• Advise clients on credit limit appeals and collections.
• Negotiate client renewals according to compliance guidelines.
• Negotiate renewals in line with compliance.
• Collaborate with new business to identify targets and grow sales.
• Manage relationships with underwriters and other professionals.
• Provide renewal MI on a timely basis.
• Adhere to Xenia policies and code of conduct.
• Complete at least 15 hours CPD annually.

Skills

Trade Credit Insurance

Communication

Negotiation

Sales

IT skills

Sales

IT Skills

Tools

Acturis system

Microsoft Office

Outlook

Word

Excel

Job description

Job Title

Talent Acquisition Consultant at Brown and Brown

Account Broker

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 Sawbridgeworth.

The Day To Day

• Renewal and ongoing servicing of a portfolio of existing clients, ensuring adherence to FCA and internal compliance guidelines;
• Ensuring records are fully and properly maintained on Goldmine database;
• Development of relationships by ensuring face to face meetings are held;
• Training of clients on basic policy administration;
• Supporting/advising clients on credit limit appeals, overdue accounts, negotiation of claims, and submission of turnover declarations;
• Timely negotiation of client renewals in accordance with compliance guidelines;
• Working with new business team to identify target companies and grow sales;
• Managing and developing underwriter and other professional relationships;
• Provide management information on renewals on a timely basis;
• 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;
• Complete a minimum of 15 hours of continuous professional development annually.

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
• Proficient in the use of the Acturis system and have previous experience in using insurer and broker portals
• Natural communicator working with colleagues and insurer partners at all levels
• Good working knowledge of Microsoft Office applications particularly Outlook, Word and Excel
• Confident in dealing with stakeholders at all levels and have a wider skill set that includes strong communication (written and verbal), negotiation, sales and IT skills

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Industries: Insurance

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London, England, United Kingdom

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