Introduction Gallagher isn't just a company; it's a global community driven by shared values and an unyielding commitment to excellence. With over 49,000 passionate professionals, we are the architects of the future, designing customized solutions to protect businesses and fuel their extraordinary growth. As a member of our team, you'll experience empowerment, creativity, and the exhilarating journey of making a real difference in the lives of our clients. Join us and become part of a story that transforms aspirations into reality. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview Covering predominantly the North East and Yorkshire regions as one of RMP'S Account Directors, your main responsibility will be to develop and maintain strong client relationships, resulting in the retention and growth of our existing portfolio of clients. You will have a portfolio of existing and prospective clients including local authorities, police and fire authorities and higher education institutions with responsibility for managing the renewal process and responding to tenders. How you'll make an impact Ensure that the needs of the client come first by working with empathy and integrity to understand and meet their needs. Proactively collaborate with underwriters, account handlers, the claims team and other internal and external stakeholders. Conduct business in an appropriate manner, adhering to the Standard Operating Procedure and all relevant policies and procedures. Actively engage in national and regional events, including ALARM and Insurance Officers Group meetings. Take opportunities to network with brokers, clients, and suppliers. Regional Business Plan - Support the implementation of the Regional Business Plan as required. Maintain and develop relationships with key brokers, clients, and lost clients/prospects through regular meetings and involvement of relevant stakeholders. Attend workshops, conferences, events, and training to stay updated on regulatory requirements and support your professional development. About you Knowledge Required Basic understanding and knowledge of FCA rules and guidelines. Detailed understanding and knowledge of general insurance and underlying legal principles. Strong understanding of the commercial marketplace, preferably in insurance and public sector. Skills Required: Strong presentation skills. Ability to prioritize and organize workload to meet deadlines. Ability to work under pressure and without supervision. Effective communication and interpersonal skills. Ability to construct written communications and confident telephone skills. Location: Home-based, ideally in the North East / Yorkshire. If you are a motivated and client-focused professional with a strong understanding of the insurance industry, we invite you to apply for the position of Account Director at RMP! Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' 5 more days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a callback, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Apr 17, 2024
Full time
Introduction Gallagher isn't just a company; it's a global community driven by shared values and an unyielding commitment to excellence. With over 49,000 passionate professionals, we are the architects of the future, designing customized solutions to protect businesses and fuel their extraordinary growth. As a member of our team, you'll experience empowerment, creativity, and the exhilarating journey of making a real difference in the lives of our clients. Join us and become part of a story that transforms aspirations into reality. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview Covering predominantly the North East and Yorkshire regions as one of RMP'S Account Directors, your main responsibility will be to develop and maintain strong client relationships, resulting in the retention and growth of our existing portfolio of clients. You will have a portfolio of existing and prospective clients including local authorities, police and fire authorities and higher education institutions with responsibility for managing the renewal process and responding to tenders. How you'll make an impact Ensure that the needs of the client come first by working with empathy and integrity to understand and meet their needs. Proactively collaborate with underwriters, account handlers, the claims team and other internal and external stakeholders. Conduct business in an appropriate manner, adhering to the Standard Operating Procedure and all relevant policies and procedures. Actively engage in national and regional events, including ALARM and Insurance Officers Group meetings. Take opportunities to network with brokers, clients, and suppliers. Regional Business Plan - Support the implementation of the Regional Business Plan as required. Maintain and develop relationships with key brokers, clients, and lost clients/prospects through regular meetings and involvement of relevant stakeholders. Attend workshops, conferences, events, and training to stay updated on regulatory requirements and support your professional development. About you Knowledge Required Basic understanding and knowledge of FCA rules and guidelines. Detailed understanding and knowledge of general insurance and underlying legal principles. Strong understanding of the commercial marketplace, preferably in insurance and public sector. Skills Required: Strong presentation skills. Ability to prioritize and organize workload to meet deadlines. Ability to work under pressure and without supervision. Effective communication and interpersonal skills. Ability to construct written communications and confident telephone skills. Location: Home-based, ideally in the North East / Yorkshire. If you are a motivated and client-focused professional with a strong understanding of the insurance industry, we invite you to apply for the position of Account Director at RMP! Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' 5 more days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a callback, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
A Business Development Executive is needed to join our team at Cavendish Munro, part of the Brown and Brown team on a full-time basis with hybrid working. We are a leading specialist insurance broker based in the city of London, near Tower Hill. Full training will be given, so a willingness to listen and learn is essential to succeed in this role. This is a telephone-based role where you will be calling a mixture of warm and cold leads for our New Business broking team. As our company continues to grow, we are looking to expand our team and exciting new roles have become available. This role offers a good earning potential, with an OTE of £35,000. Whether you have just started your career or are an experienced business developer, then this is the perfect role for you. This is an excellent opportunity to join a well-established Lloyd's broker, part of one of the biggest brokers in the world. About Us Cavendish Munro, a Lloyd's broker based near Tower Hill, specialises in providing Professional Indemnity insurance to a wide range of businesses including Architects, Solicitors, Surveyors and other professions. Required Experience: Outgoing personality, coupled with an excellent telephone manner (This is a telephone-based position) Punctuality and reliability Someone with excellent communication skills who enjoys talking on the phone Ability to multi-task and work under pressure Good PC Skills with the ability to learn new systems quickly e.g. Microsoft Office, Excel Benefits: Uncapped Commission Hybrid Working Discounted Share Scheme Pension contribution Cycle to Work Scheme Sounds interesting? Click the APPLY button now to send your CV for immediate consideration. Candidates with previous experience or job titles, including; Telemarketing Executive, Telesales, Sales Executive, Telemarketing Agent, Telemarketer, Telesales Executive, Account Manager, and Business Development Executive, may also be considered for this role.
Apr 15, 2024
Full time
A Business Development Executive is needed to join our team at Cavendish Munro, part of the Brown and Brown team on a full-time basis with hybrid working. We are a leading specialist insurance broker based in the city of London, near Tower Hill. Full training will be given, so a willingness to listen and learn is essential to succeed in this role. This is a telephone-based role where you will be calling a mixture of warm and cold leads for our New Business broking team. As our company continues to grow, we are looking to expand our team and exciting new roles have become available. This role offers a good earning potential, with an OTE of £35,000. Whether you have just started your career or are an experienced business developer, then this is the perfect role for you. This is an excellent opportunity to join a well-established Lloyd's broker, part of one of the biggest brokers in the world. About Us Cavendish Munro, a Lloyd's broker based near Tower Hill, specialises in providing Professional Indemnity insurance to a wide range of businesses including Architects, Solicitors, Surveyors and other professions. Required Experience: Outgoing personality, coupled with an excellent telephone manner (This is a telephone-based position) Punctuality and reliability Someone with excellent communication skills who enjoys talking on the phone Ability to multi-task and work under pressure Good PC Skills with the ability to learn new systems quickly e.g. Microsoft Office, Excel Benefits: Uncapped Commission Hybrid Working Discounted Share Scheme Pension contribution Cycle to Work Scheme Sounds interesting? Click the APPLY button now to send your CV for immediate consideration. Candidates with previous experience or job titles, including; Telemarketing Executive, Telesales, Sales Executive, Telemarketing Agent, Telemarketer, Telesales Executive, Account Manager, and Business Development Executive, may also be considered for this role.
About Chetwood Financial Bank: We are a digital, forward thinking fintech Bank using the best technology to help make our customers financially better off. We focus on creating distinctive and disruptive financial products for underserved segments of the market. We are experts within the intermediary market specialising in Loans and Savings as well as buy to let mortgages. Our tech platform is designed to make buy to let mortgages smarter, faster and simpler for brokers and landlords. We have secured strategic investment from Elliott Advisors of over £150mil of capital, underpinning the planned growth of the business over the next few years. What you'll be doing? Our Technical Underwriting Team Manager will lead the delivery of high-quality mortgage processing and underwriting. They will specialise in the technical delivery of complex BTL, Portfolio & Residential mortgage applications. They will encourage interactions over live chat, email, and telephone to be as efficient as possible, ensuring that brokers and customers are supported at all stages of their journey. The Technical Underwriting team Manager will form a pivotal role in communication across a number of operational functions including Underwriting Team support, broker, conveyancing and customer interaction, and complaint handling. Solid exposure to leading a team within an origination mortgage environment will add value to an application, with a hands-on approach to delivering an exceptional level of service. Role Purpose Our Underwriter will assess risk and underwrite both personal and Limited Company buy-to-let mortgage applications. They will be required to adhere to rules set out within the credit framework, as well as adhere to compliance and regulatory policy and procedures. The Underwriter will work collaboratively and build good relations within the secured lending team, as well as the wider business and should be a source of reference/first point of referral for all internal and external stakeholders. Responsibilities Structure, negotiate, and analyse proposals for approval under own authority. Analyse and interpret any documentation required (credit bureau, payslips, bank statements, accounts, mortgage statements, assets & liabilities, business plans) in order to comply with lending policy and protect our interest. Approve loans within specified lending mandates. Demonstrate strong analytical skills that aid effective decision-making, good problem-solving skills, and a "can do" attitude. Provide guidance to customers, brokers, and solicitors on mortgage applications, lending policy, and internal processes and procedures all within a timely manner. Demonstrate excellent communication skills and the ability to communicate decisions to management, brokers, and customers via all mediums and within published SLAs. Demonstrate a good understanding of mortgages and underwriting within a specialist lending environment and application of the lending policy. Have a good understanding of all regulatory requirements relating to both personal and Limited Company mortgages. Dealing and advising on all stages of the mortgage process from application through to completion. To provide effective support to the business and our customers Skills and experience A minimum of 5 years of mortgage underwriting experience is desirable Working in a similar fast-paced environment in an underwriter role Ability to prioritise tasks and manage time effectively, working on own initiative and as part of a team in order to meet SLAs and deadlines A good understanding of mortgages /underwriting Good IT skills Excellent verbal and written communication skills; able to remain calm under pressure Up-to-date knowledge of FCA /PRA and all relevant regulatory mortgage requirements Excellent organisational skills Attention to detail Flexible approach and "can do" attitude Chetwood Benefits: Competitive salary 25 days holiday PLUS your BIRTHDAY off Pension contribution with Royal London Life Assurance Private medical, dental and optical health insurance with Axa Hybrid working - Wrexham or Central London Free breakfast available Data Protection We anticipate that we will retain your data as part of the recruitment process for no longer than is necessary for the purpose for which it was collected unless we have sought your consent to keep your data for future suitable job vacancies. Chetwood Financial Ltd does not accept speculative or unsolicited CVs from Recruitment Agencies. Any unsolicited CVs received will be treated as the property of Chetwood Financial and Terms & Conditions associated with the use of such CVs will be considered null and void.
Apr 11, 2024
Full time
About Chetwood Financial Bank: We are a digital, forward thinking fintech Bank using the best technology to help make our customers financially better off. We focus on creating distinctive and disruptive financial products for underserved segments of the market. We are experts within the intermediary market specialising in Loans and Savings as well as buy to let mortgages. Our tech platform is designed to make buy to let mortgages smarter, faster and simpler for brokers and landlords. We have secured strategic investment from Elliott Advisors of over £150mil of capital, underpinning the planned growth of the business over the next few years. What you'll be doing? Our Technical Underwriting Team Manager will lead the delivery of high-quality mortgage processing and underwriting. They will specialise in the technical delivery of complex BTL, Portfolio & Residential mortgage applications. They will encourage interactions over live chat, email, and telephone to be as efficient as possible, ensuring that brokers and customers are supported at all stages of their journey. The Technical Underwriting team Manager will form a pivotal role in communication across a number of operational functions including Underwriting Team support, broker, conveyancing and customer interaction, and complaint handling. Solid exposure to leading a team within an origination mortgage environment will add value to an application, with a hands-on approach to delivering an exceptional level of service. Role Purpose Our Underwriter will assess risk and underwrite both personal and Limited Company buy-to-let mortgage applications. They will be required to adhere to rules set out within the credit framework, as well as adhere to compliance and regulatory policy and procedures. The Underwriter will work collaboratively and build good relations within the secured lending team, as well as the wider business and should be a source of reference/first point of referral for all internal and external stakeholders. Responsibilities Structure, negotiate, and analyse proposals for approval under own authority. Analyse and interpret any documentation required (credit bureau, payslips, bank statements, accounts, mortgage statements, assets & liabilities, business plans) in order to comply with lending policy and protect our interest. Approve loans within specified lending mandates. Demonstrate strong analytical skills that aid effective decision-making, good problem-solving skills, and a "can do" attitude. Provide guidance to customers, brokers, and solicitors on mortgage applications, lending policy, and internal processes and procedures all within a timely manner. Demonstrate excellent communication skills and the ability to communicate decisions to management, brokers, and customers via all mediums and within published SLAs. Demonstrate a good understanding of mortgages and underwriting within a specialist lending environment and application of the lending policy. Have a good understanding of all regulatory requirements relating to both personal and Limited Company mortgages. Dealing and advising on all stages of the mortgage process from application through to completion. To provide effective support to the business and our customers Skills and experience A minimum of 5 years of mortgage underwriting experience is desirable Working in a similar fast-paced environment in an underwriter role Ability to prioritise tasks and manage time effectively, working on own initiative and as part of a team in order to meet SLAs and deadlines A good understanding of mortgages /underwriting Good IT skills Excellent verbal and written communication skills; able to remain calm under pressure Up-to-date knowledge of FCA /PRA and all relevant regulatory mortgage requirements Excellent organisational skills Attention to detail Flexible approach and "can do" attitude Chetwood Benefits: Competitive salary 25 days holiday PLUS your BIRTHDAY off Pension contribution with Royal London Life Assurance Private medical, dental and optical health insurance with Axa Hybrid working - Wrexham or Central London Free breakfast available Data Protection We anticipate that we will retain your data as part of the recruitment process for no longer than is necessary for the purpose for which it was collected unless we have sought your consent to keep your data for future suitable job vacancies. Chetwood Financial Ltd does not accept speculative or unsolicited CVs from Recruitment Agencies. Any unsolicited CVs received will be treated as the property of Chetwood Financial and Terms & Conditions associated with the use of such CVs will be considered null and void.
Reporting to the Credit Control Manager/ Assistant credit control manager, the Credit Controller will be responsible for calling customers to discuss their outstanding debts or failed payments. Duties & Responsibilities Calling customers daily to discuss payment of returned direct debit payments, payment for outstanding debts and customers who has cancelled the direct debit instructions Other ad hoc duties include, understanding of cleared balances to keep accounts open, working with credit insurance brokers and credit rating agency. Dealing with customer queries in a professional, courteous and timely manner. Then recording all customer information on emails or calls received to maintain detailed and accurate customer records. Interacting with the Sales Team regarding customer fuel card accounts, recording details on our in house systems, email and phone. Liaise with the collections coordinator regarding sending letter before actions and payment plans Any other duties as may be reasonably required. INDHP Requirements Education & Experience Good standard of education preferably with a 'C' or equivalent in English and Maths. Experience working in an office environment, preferably within a Credit/Accounts department. Working knowledge of Microsoft Office packages - Word, Outlook and Excel. Key Competencies Accuracy and attention to detail with good numeracy skills. Good communicator with professional and confident telephone manner. Methodical with ability to organise and prioritize. Enthusiastic and motivated with the ability to work well individually and as part of a team. Benefits You'll receive a basic salary of £21,901 per annum, 20 days annual leave and all public holidays. Your hours of work: 08.45 - 17.15 Monday to Thursday and 08.45 - 14:45 each Friday. If you are interested in this position, please click apply now and submit a copy of your CV. We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Dec 18, 2022
Full time
Reporting to the Credit Control Manager/ Assistant credit control manager, the Credit Controller will be responsible for calling customers to discuss their outstanding debts or failed payments. Duties & Responsibilities Calling customers daily to discuss payment of returned direct debit payments, payment for outstanding debts and customers who has cancelled the direct debit instructions Other ad hoc duties include, understanding of cleared balances to keep accounts open, working with credit insurance brokers and credit rating agency. Dealing with customer queries in a professional, courteous and timely manner. Then recording all customer information on emails or calls received to maintain detailed and accurate customer records. Interacting with the Sales Team regarding customer fuel card accounts, recording details on our in house systems, email and phone. Liaise with the collections coordinator regarding sending letter before actions and payment plans Any other duties as may be reasonably required. INDHP Requirements Education & Experience Good standard of education preferably with a 'C' or equivalent in English and Maths. Experience working in an office environment, preferably within a Credit/Accounts department. Working knowledge of Microsoft Office packages - Word, Outlook and Excel. Key Competencies Accuracy and attention to detail with good numeracy skills. Good communicator with professional and confident telephone manner. Methodical with ability to organise and prioritize. Enthusiastic and motivated with the ability to work well individually and as part of a team. Benefits You'll receive a basic salary of £21,901 per annum, 20 days annual leave and all public holidays. Your hours of work: 08.45 - 17.15 Monday to Thursday and 08.45 - 14:45 each Friday. If you are interested in this position, please click apply now and submit a copy of your CV. We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Insurance Administrator Remote working mainly, but must ive in commutable distance to Milton Keynes £22,000 -£24,000 per annum Hours - 8.45 - 5.15pm (Monday - Friday) Our client, an independant insurance broker, is seeking a highy accurate , organised and self-motivated administrator to join their friendly team. Your duties will include: Day to day liaison by telephone and email, with clients (corporate & individual) Actioning client requests such as policy changes (new member additions, member lapses, status changes etc) Confirming all action taken to both client and insurer in writing Undertaking to keep up-to-date with all insurer application forms and processes Noting all correspondence undertaken with clients in the database Keeping client policy details current and correct in both the database and the paper/electronic client file Monthly membership reconciliations Excess claims settlements Dealing with invoices and invoice queries on behalf of client and insurer Ensuring best possible customer service is provided to clients and that any issues are escalated to management promptly Assisting the Account Manager with tasks such as, chasing and logging renewals (groups) going out to quote, renewal confirmations, checking quotations Claims - answer claims calls, authorise claims, decline claims, contact hospitals to arrange fixed price packages, refer to Trustees for authorisation, deal with hospital queries At least 2 years Previous Administration and customer service service experience is required for this role. Insurance/claims experience woud be advantageous OS1234
Dec 15, 2022
Full time
Insurance Administrator Remote working mainly, but must ive in commutable distance to Milton Keynes £22,000 -£24,000 per annum Hours - 8.45 - 5.15pm (Monday - Friday) Our client, an independant insurance broker, is seeking a highy accurate , organised and self-motivated administrator to join their friendly team. Your duties will include: Day to day liaison by telephone and email, with clients (corporate & individual) Actioning client requests such as policy changes (new member additions, member lapses, status changes etc) Confirming all action taken to both client and insurer in writing Undertaking to keep up-to-date with all insurer application forms and processes Noting all correspondence undertaken with clients in the database Keeping client policy details current and correct in both the database and the paper/electronic client file Monthly membership reconciliations Excess claims settlements Dealing with invoices and invoice queries on behalf of client and insurer Ensuring best possible customer service is provided to clients and that any issues are escalated to management promptly Assisting the Account Manager with tasks such as, chasing and logging renewals (groups) going out to quote, renewal confirmations, checking quotations Claims - answer claims calls, authorise claims, decline claims, contact hospitals to arrange fixed price packages, refer to Trustees for authorisation, deal with hospital queries At least 2 years Previous Administration and customer service service experience is required for this role. Insurance/claims experience woud be advantageous OS1234
The Opportunity Shawbrook is a new type of specialist financial services company, combining the relentless focus on customer service and innovation you would expect from a fintech with the expertise and certainty of a bank. Shawbrook is driven by a purpose to solve complex problems that unlock opportunity for its rapidly growing customer base of over 300,000 UK consumers and businesses. Our success would not have been possible without our Team. Our people differentiate us from the competition through their deep sector knowledge, they are the life force of our business. Join Shawbrook because you: Want to help us deepen our industry sector knowledge, combining technology alongside the best banking brains Want to build a bank for the future and be part of our digital transformation journey that will enable customers & businesses to thrive Want to continue to grow professionally. We encourage you to grow and be the best version of yourself Care about sustainability? We want to be better for our people, environment, and society Bring passion and enjoyment to your work. You'll work hard but you'll have fun too The Role & Responsibilities To underwrite Residential BTLs, Commercial Investment and Trading Business mortgage applications in line with the company lending policy and to manage the application through to completion Reporting to the Underwriting Manager, principal interfaces will be with Lending Manager Colleagues, Risk Management, Brokers and Lending Officer colleagues An ability to adopt a pragmatic approach to underwriting residential BTL, commercial and trading business mortgage applications within approved lending mandate To understand and analyse key items such as credit searches, bank statements, financial accounts, property valuations and business appraisals in order to make informed lending decisions To deliver high levels of accuracy and attention to detail in data input and all written communication produced Able to develop a rationale for those cases outside of own lending mandate or company lending policy and communicate findings to Credit Risk department for their consideration To build successful working relationships with external contacts such as brokers, customers, surveyors and solicitors as well as internal teams such as administrators, lending officers, credit risk and finance to ensure all lending requirements are satisfied prior to release of funds To effectively manage a pipeline of approximately 70 cases through to completion, ensuring both company service standards and the lending policy is complied with throughout To deal with all internal and external telephone & email enquiries efficiently and within company standards Ensure a good understanding of all the company's policies, procedures and compliance guidelines, installing the principles in your daily practice to protect the company from any associated risks To embrace the principles of treating customers fairly and responsible lending in all decision making To be able to assess the applicant's portfolio in line with the PRA requirements The Person Fully CeMAP qualified or a desire to work towards Excellent understanding of the BTL and Commercial mortgage sector (desirable) Good knowledge and understanding of legal conveyancing (desirable) Experience of working to tight deadlines Computer literate (good knowledge of MS Office suite - Excel, Word, PowerPoint) Knowledge of TCF Good knowledge of compliance procedures within the mortgage industry Reading and understanding of financial accounts, valuations, business appraisals and credit searches Ability to develop an analytical and pragmatic approach to underwriting Reward Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include: Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment Free access to Headspace, a mindfulness & meditation digital health app Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health Cycle to work scheme Discounts on gym membership Contributory pension scheme & death in service Your Lifestyle - It's important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you're enjoying your leisure time. Minimum of 27 days holiday per year Option to buy or sell holiday days through our flexi-holiday scheme Discounts on gym membership nationwide Access to discounts on a range of high street and online brands Community support and charitable giving Your Contribution - We're focused on rewarding those that go the extra mile in helping us achieve our goals. Participation in our annual discretionary bonus scheme designed to reward your contribution to our success Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done
Dec 14, 2022
Full time
The Opportunity Shawbrook is a new type of specialist financial services company, combining the relentless focus on customer service and innovation you would expect from a fintech with the expertise and certainty of a bank. Shawbrook is driven by a purpose to solve complex problems that unlock opportunity for its rapidly growing customer base of over 300,000 UK consumers and businesses. Our success would not have been possible without our Team. Our people differentiate us from the competition through their deep sector knowledge, they are the life force of our business. Join Shawbrook because you: Want to help us deepen our industry sector knowledge, combining technology alongside the best banking brains Want to build a bank for the future and be part of our digital transformation journey that will enable customers & businesses to thrive Want to continue to grow professionally. We encourage you to grow and be the best version of yourself Care about sustainability? We want to be better for our people, environment, and society Bring passion and enjoyment to your work. You'll work hard but you'll have fun too The Role & Responsibilities To underwrite Residential BTLs, Commercial Investment and Trading Business mortgage applications in line with the company lending policy and to manage the application through to completion Reporting to the Underwriting Manager, principal interfaces will be with Lending Manager Colleagues, Risk Management, Brokers and Lending Officer colleagues An ability to adopt a pragmatic approach to underwriting residential BTL, commercial and trading business mortgage applications within approved lending mandate To understand and analyse key items such as credit searches, bank statements, financial accounts, property valuations and business appraisals in order to make informed lending decisions To deliver high levels of accuracy and attention to detail in data input and all written communication produced Able to develop a rationale for those cases outside of own lending mandate or company lending policy and communicate findings to Credit Risk department for their consideration To build successful working relationships with external contacts such as brokers, customers, surveyors and solicitors as well as internal teams such as administrators, lending officers, credit risk and finance to ensure all lending requirements are satisfied prior to release of funds To effectively manage a pipeline of approximately 70 cases through to completion, ensuring both company service standards and the lending policy is complied with throughout To deal with all internal and external telephone & email enquiries efficiently and within company standards Ensure a good understanding of all the company's policies, procedures and compliance guidelines, installing the principles in your daily practice to protect the company from any associated risks To embrace the principles of treating customers fairly and responsible lending in all decision making To be able to assess the applicant's portfolio in line with the PRA requirements The Person Fully CeMAP qualified or a desire to work towards Excellent understanding of the BTL and Commercial mortgage sector (desirable) Good knowledge and understanding of legal conveyancing (desirable) Experience of working to tight deadlines Computer literate (good knowledge of MS Office suite - Excel, Word, PowerPoint) Knowledge of TCF Good knowledge of compliance procedures within the mortgage industry Reading and understanding of financial accounts, valuations, business appraisals and credit searches Ability to develop an analytical and pragmatic approach to underwriting Reward Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include: Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment Free access to Headspace, a mindfulness & meditation digital health app Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health Cycle to work scheme Discounts on gym membership Contributory pension scheme & death in service Your Lifestyle - It's important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you're enjoying your leisure time. Minimum of 27 days holiday per year Option to buy or sell holiday days through our flexi-holiday scheme Discounts on gym membership nationwide Access to discounts on a range of high street and online brands Community support and charitable giving Your Contribution - We're focused on rewarding those that go the extra mile in helping us achieve our goals. Participation in our annual discretionary bonus scheme designed to reward your contribution to our success Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done
Job Title: Personal Lines Advisor Location : Birmingham Salary: £20,000 - £25,000 The Company: We are working with an exciting Fast growing brokers based in Birmingham who specialise with personal and commercial lines and are looking to expand their team with an experienced Personal Lines Advisor. The Role: This is an excellent opportunity for an experienced Personal Lines Advisor to work and progress through a fast paced insurance brokers, learn insurance skills and develop into a long term insurance career. You will be responsible for building and maintaining relationships with a range of clients, gathering information and presenting to underwriting markets, handling clients renewals, MTAs and producing new business quotes. The Required Skills: Experience working in telephone sales, business development Resilient, Hard working and resilient personal lines Insurance experience is desired Good communication skills and phone manner Strong customer service and client management skills Job Synonyms Personal Lines handler, Personal lines manager, personal lines insurance agent, sales agent, sales executive, Broker, Insurance Broker, PL Broker, PL Insurance Manager, Account Handler, Account Manager
Dec 12, 2022
Full time
Job Title: Personal Lines Advisor Location : Birmingham Salary: £20,000 - £25,000 The Company: We are working with an exciting Fast growing brokers based in Birmingham who specialise with personal and commercial lines and are looking to expand their team with an experienced Personal Lines Advisor. The Role: This is an excellent opportunity for an experienced Personal Lines Advisor to work and progress through a fast paced insurance brokers, learn insurance skills and develop into a long term insurance career. You will be responsible for building and maintaining relationships with a range of clients, gathering information and presenting to underwriting markets, handling clients renewals, MTAs and producing new business quotes. The Required Skills: Experience working in telephone sales, business development Resilient, Hard working and resilient personal lines Insurance experience is desired Good communication skills and phone manner Strong customer service and client management skills Job Synonyms Personal Lines handler, Personal lines manager, personal lines insurance agent, sales agent, sales executive, Broker, Insurance Broker, PL Broker, PL Insurance Manager, Account Handler, Account Manager
We're looking for a dynamic individual with an entrepreneurial spirit who is seeking to get themselves up the career ladder and learn the Insurance and Mortgage Brokerage industry from the ground up, whilst making a lot of money. Whilst desirable, no experience is necessary as full training would be provided to successful candidates, but you must be someone special. All we ask is that you are committed, keen to learn and ready to jump in with both feet. In return we would offer: £20,000 basic salary with On Target Earnings of £35-£42K Hours - Monday - Friday 09:00 - 18:00 No weekend work Full training and development program with both classroom-based learning and on the job coaching Fun and friendly environment where assistance and guidance are readily available The opportunity to learn about the broking of protection products from experienced individuals Future progression into other areas and departments (Administration, Quality Assurance, Credit Risk, Wills, Funeral Plans, Mortgages) Essential Attributes Clear, confident and polite telephone manner Degree educated Good written English skills Good IT and social media skills Must live within easy travelling distance from Central London An aptitude for fast figure work Boundless ambition for success and money Natural inborn entrepreneurial spirit Successful applicants after the CV vetting stage will receive unscheduled call from relevant account managers and consultants. Buchanan Search: Buchanan Search, through rapid organic growth, is now a market leading recruitment firm and a top supplier to a number of clients including FTSE listed firms. Buchanan Search's team of consultants come from a variety of backgrounds, but all subscribe to the company ethos of Understanding, Advising and Delivering for our clients & candidates. Buchanan Search has Graduate and Executive Practices which operate tailored recruitment methodologies. They focus across the Sales, Recruitment, Executive Search, Business Intelligence, Consultancy, Engineering
Dec 08, 2021
Full time
We're looking for a dynamic individual with an entrepreneurial spirit who is seeking to get themselves up the career ladder and learn the Insurance and Mortgage Brokerage industry from the ground up, whilst making a lot of money. Whilst desirable, no experience is necessary as full training would be provided to successful candidates, but you must be someone special. All we ask is that you are committed, keen to learn and ready to jump in with both feet. In return we would offer: £20,000 basic salary with On Target Earnings of £35-£42K Hours - Monday - Friday 09:00 - 18:00 No weekend work Full training and development program with both classroom-based learning and on the job coaching Fun and friendly environment where assistance and guidance are readily available The opportunity to learn about the broking of protection products from experienced individuals Future progression into other areas and departments (Administration, Quality Assurance, Credit Risk, Wills, Funeral Plans, Mortgages) Essential Attributes Clear, confident and polite telephone manner Degree educated Good written English skills Good IT and social media skills Must live within easy travelling distance from Central London An aptitude for fast figure work Boundless ambition for success and money Natural inborn entrepreneurial spirit Successful applicants after the CV vetting stage will receive unscheduled call from relevant account managers and consultants. Buchanan Search: Buchanan Search, through rapid organic growth, is now a market leading recruitment firm and a top supplier to a number of clients including FTSE listed firms. Buchanan Search's team of consultants come from a variety of backgrounds, but all subscribe to the company ethos of Understanding, Advising and Delivering for our clients & candidates. Buchanan Search has Graduate and Executive Practices which operate tailored recruitment methodologies. They focus across the Sales, Recruitment, Executive Search, Business Intelligence, Consultancy, Engineering
Do you have experience in Accounts and Credit Control? I am looking for an experienced Accounts Person/Credit Controller to join specialist insurance broker based in Regency Cheltenham Town Centre. This company focuses on the transport industry and is now one of the UK's largest independent operators, advising and arranging many different types of insurance cover. Reporting to the Finance Manager, you will work in a small and mature team and be responsible to manage credit control together with some additional accounting functions. You will be offered a salary of 25k depending on skills and experience and excellent company benefits! The key responsibilities of the Credit Controller: Liaise with Finance Companies Issue finance agreements Handle queries and documentation on direct debit finance and insurance defaults Maintain spreadsheets and cash book Process payments and agents' reconciliations Monitor and pursue overdue payments by telephone and email Issue credit control letters Reconcile the aged debtor report weekly Provide Reception cover when required To be successful in this role you must possess the following skills: A good working knowledge of Microsoft Office Previous experience in a credit control role Experience in basic accounting Hours of Work: Monday to Friday, 9.00 a.m. to 5.00 p.m. with a one hour lunch break If you feel you have the relevant skills and experience, then please contact Ellis Mears at the Pertemps Gloucester Branch for full details This is an excellent opportunity to join a well-established business during a key period!
Dec 06, 2021
Full time
Do you have experience in Accounts and Credit Control? I am looking for an experienced Accounts Person/Credit Controller to join specialist insurance broker based in Regency Cheltenham Town Centre. This company focuses on the transport industry and is now one of the UK's largest independent operators, advising and arranging many different types of insurance cover. Reporting to the Finance Manager, you will work in a small and mature team and be responsible to manage credit control together with some additional accounting functions. You will be offered a salary of 25k depending on skills and experience and excellent company benefits! The key responsibilities of the Credit Controller: Liaise with Finance Companies Issue finance agreements Handle queries and documentation on direct debit finance and insurance defaults Maintain spreadsheets and cash book Process payments and agents' reconciliations Monitor and pursue overdue payments by telephone and email Issue credit control letters Reconcile the aged debtor report weekly Provide Reception cover when required To be successful in this role you must possess the following skills: A good working knowledge of Microsoft Office Previous experience in a credit control role Experience in basic accounting Hours of Work: Monday to Friday, 9.00 a.m. to 5.00 p.m. with a one hour lunch break If you feel you have the relevant skills and experience, then please contact Ellis Mears at the Pertemps Gloucester Branch for full details This is an excellent opportunity to join a well-established business during a key period!
My client is a true market leader in its field, now established for almost 100 years and operating with global presence. They provide a niche, yet business critical, insurance product to both direct and broker channel customers, and boast retention rates above 90%. Due to growth of the business their Manchester city centre operation is looking to recruit a telephone based Business Development Manager to join their team. Your focus will lie with managing, maintaining and developing relationships with a diverse panel of brokers and clients across the North West region. Ideally applicants will have a background in account management, demonstrating the ability to communicate with FDs and other senior stakeholders at board level. To perform successfully within this role, you must be organised, self-motivated and results focused, delivering on what has been promised to meet customer expectations. This organisation offers a fantastic culture; open, relaxed yet challenging and with genuine opportunities for career progression. Along with market leading benefits a highly attractive bonus structure is available.
Nov 30, 2021
Full time
My client is a true market leader in its field, now established for almost 100 years and operating with global presence. They provide a niche, yet business critical, insurance product to both direct and broker channel customers, and boast retention rates above 90%. Due to growth of the business their Manchester city centre operation is looking to recruit a telephone based Business Development Manager to join their team. Your focus will lie with managing, maintaining and developing relationships with a diverse panel of brokers and clients across the North West region. Ideally applicants will have a background in account management, demonstrating the ability to communicate with FDs and other senior stakeholders at board level. To perform successfully within this role, you must be organised, self-motivated and results focused, delivering on what has been promised to meet customer expectations. This organisation offers a fantastic culture; open, relaxed yet challenging and with genuine opportunities for career progression. Along with market leading benefits a highly attractive bonus structure is available.