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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