Schemes Account Handler

www.topfinancialjobs.co.uk - Jobboard; Bristol; Hybrid; GBP 36,000; Full time

Job summary

A prominent independent insurance broker in Bristol is seeking a Schemes Account Handler to manage insurance schemes efficiently. This permanent role offers a competitive salary, hybrid working options after probation, and a chance to grow within the insurance sector. The candidate will support the team with client administration and promote effective communication with stakeholders.

Benefits

23 days holiday + bank holidays

Hybrid working options after probation

Full-time hours, Monday - Friday, 9am - 5pm

Qualifications

• Holding or working towards Cert CII.
• Previous experience in the insurance industry preferred.
• 1-3 years broking experience in property or household.

Responsibilities

• Support Schemes Executives with client and business inquiries.
• Process instructions and maintain the company diary system.
• Identify cross-selling opportunities and ensure compliance.

Skills

Negotiation

Communication

Client Administration

Cross-Selling

Education

Cert CII

Job description

Red Recruitment is recruiting a Schemes Account Handler in Bristol City Centre to join our client, one of the South Wests largest independent insurance brokers. The salary for this position is up to 36,000 per annum.

Your main objectives will be to service the company's insurance schemes in a timely, professional and cost-effective manner.

Benefits and Package for a Schemes Account Handler:

• Salary: Up to 36,000 per annum
• Hours: Monday - Friday, 9am - 5pm
• Contract Type: Permanent
• Location: Bristol City Centre (Near Temple Meads)
• Hybrid working options available after the 6-month probation period (3 days in the office, 2 days at home)
• 23 days holiday + bank holidays

Key Responsibilities of a Schemes Account Handler:

• Supporting the activities of Schemes Executives and/or Directors regarding to your allocated clients and new business, including broking, day-to-day queries, report writing and client administration
• Ensuring instructions are processed, recorded and confirmed in a timely and efficient manner and the Company diary system is maintained
• Helping to identify cross-selling opportunities and potential gaps in client cover
• Complying with relevant regulatory requirements and the company's procedures
• Maintaining good working relationships with clients, colleagues, managing agents, insurers and other suppliers

Key Skills and Experience of a Schemes Account Handler:

• You should be holding or working towards a minimum of Cert CII
• You should have an understanding of the main classes of business insurance
• Previous experience working within the insurance industry is preferred
• You will be expected to negotiate and communicate effectively with insurers and clients
• 1-3 years broking experience of property business or household broking will be considered

If you are interested in this position, please apply now!