Commercial Account Handler

Jmg Group; Gloucester; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player seeks a detail-oriented Commercial Account Handler to join their dynamic team. This role involves preparing quotations, managing insurance policies, and ensuring compliance with FCA regulations. You will provide exceptional service to clients while working closely with a dedicated Account Executive. The company offers a competitive salary, comprehensive benefits, and opportunities for career growth in a supportive environment. If you are passionate about delivering excellent customer service and have a strong background in insurance, this is the perfect opportunity to advance your career.

Benefits

Competitive Salary

Hybrid Working Options

Free Parking

Company Pension Scheme

Generous Holiday Entitlement

Birthday Off

Qualifications

• Experience as an Account Handler in a broking environment is essential.
• Strong communication and administration skills are crucial for success.

Responsibilities

• Prepare quotations, renewals, and endorsements for clients.
• Manage existing commercial insurance policies and ensure compliance.

Skills

Account Handling

Commercial Lines Insurance Knowledge

FCA Compliance

Administration Skills

Numerical Accuracy

Communication Skills

Time Management

IT Proficiency (MS Office, Acturis)

Tools

MS Office

Acturis

Job description

Salary: Generous Salary with Comprehensive Benefits

Location: Gloucester

This is a Permanent, Full Time vacancy that will close in 12 days at 23:59 BST.

The Vacancy

Butterworth Spengler offers our clients a unique blend of experience, knowledge, and expertise to deliver effective insurance solutions with a dynamic and professional approach. Established in 1924, Butterworth Spengler is now part of the JMG Group, a Private Equity backed insurance broking group and a top 30 UK broker that places over £380m of Gross Written Premium into the market annually.

We believe in providing an unrivalled level of service to all our clients. When you become part of our team, your commitment will be rewarded with a clear career path, a market-leading salary, and a comprehensive benefits package.

We work with businesses and private clients in the South West and across the UK. We’ll ask all the right questions to thoroughly understand our client’s business to find them the right insurance for their needs.

The opportunity

As a Commercial Account Handler, you will accurately prepare quotations, renewals, and endorsements. You will also go to market and place both new and existing business within the relevant regulations and company procedures. You will effectively and efficiently administer and service the insurance requirements for potential and existing customers across a wide range of Specialist Commercial Insurance products. Our Account Handlers ensure that a quality service is provided to all clients in accordance with their needs and requirements.

Key duties will include:

1. Ensuring accuracy, efficiency, and professionalism when dealing with both clients and insurers in all aspects of the role
2. Managing existing commercial insurance policies including commercial combined, property, liability, and fleet plus others
3. Completing premium financing arrangements
4. Working closely with a dedicated Commercial Account Executive
5. Advising clients on existing products in accordance with their needs
6. Ensuring bad debt queries are dealt with efficiently and in line with company procedure
7. Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Policies
8. Handling any complaints in accordance with regulation and the Company’s Conduct Policy
9. Taking part in tailored learning, training, and assessment courses and identifying further areas for own development as required
10. Achieving and maintaining a high level of customer service and promoting exceptional customer care standards at all times
11. Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance

What we’re looking for:

Our Account Handlers are vital in ensuring that Butterworth Spengler clients have a professional and compliant experience. To be successful in the role, you must have the following skills:

1. Previous experience gained from working as an Account Handler in a similar broking environment
2. Working knowledge of most commercial lines insurance products
3. Experience of working to high standards and FCA Compliance
4. Strong administration skills, coupled with a very keen eye for detail
5. Ability to prioritise and organise own workload to ensure deadlines are met
6. Numerical accuracy
7. Exemplary communication skills, in person, on the phone, and via email
8. Strong time management skills, with the ability to meet deadlines
9. IT proficiency with the use of most MS Office products and ideally Acturis
10. Regulatory and compliance awareness

What we offer:

1. Competitive salary commensurate with level of experience
2. Hybrid working options considered following training & probation completion
3. Free parking
4. Company Pension scheme
5. Generous holiday entitlement & Birthday off

The Company

JMG Group is a private equity backed insurance broker, based in Guiseley, Leeds with regional office representation around the UK. We are a top 30 broker with 650+ employees and we are growing at a significant pace following our MBO that took place in November 2020.

JMG Group places over £300m of Gross Written Premium into the market and our teams are very well respected in the industry. Customer excellence and ‘doing the right thing’ is the backbone of our business ethos, which means that our talented people, high-tech systems, and robust processes are all central to our continued success.