As Client Partnerships Director, we need you to take charge and help us grow our engagements with clients, through developing senior client relationships, providing leadership across your portfolio of client accounts and proactively uncovering growth opportunities. You will delight our clients with innovative and creative solutions that cover our three business areas: Media, Creative & Technology. With your help, we will grow the business and win new clients. We will win awards and challenge the industry to be better. On a daily basis, you'll be responsible for creating client growth strategies and overseeing the smooth running of client campaigns. You will have the autonomy to proactively build strong working relationships with internal and external contacts whilst ensuring high levels of effectiveness and quality is delivered across your accounts. Reporting to the Head of Client Partnerships, the Client Partnerships Director role sits within the Client Partnerships function of the client team (and alongside our Delivery and Planning functions). You will build, develop and nurture client relationships so our client's and our agency business can grow in tandem. You will embed, and lead a client-centric agency culture to create amazing client experiences, turning these into sustainable agency revenue. Role responsibilities This is an important role within the agency, working closely with senior client stakeholders, client planning and delivery functions and internal craft teams and leading and contributing to new business opportunities, as well as successfully onboarding new clients into the agency. You will cover an array of disciplines within the role including offline, digital, social, creative, content production, analytics and sponsorships. The role will include leading key agency accounts, as well as acting as a senior figure on others, supported by other account handlers. You will work hand in hand with planning and delivery leads across your portfolio to ensure we deliver award winning work, on-time and on-budget and to a high level of quality. Every day you will Demonstrate exceptional client leadership and collaboration skills to deliver creative media campaigns to extremely high standards of quality and in a commercially focused way Demonstrate exceptional client and relationship development skills and the ability to plan, manage and deliver growth strategies across your portfolio Develop strategic solutions to solve client challenges, drawing on expertise across the agency's core pillars of media, creative and technology Prepare client documentation, such as Statement of Works (SOWs), quotations and contracts Ensure all work that goes out of the agency is to a high standard and exceeds client expectations Coach and develop the Client Partnerships Managers, working with them to identify, develop, nurture and close account growth opportunities that broaden and deepen our engagement with their clients Retain commercial oversight on client engagements, maximising both quality and profit and managing agency risk Support the agency on leading inbound new business opportunities as required Collaborate with the planning leads to request, gather and interpret research, competitor analysis, campaign trends and metrics to support development of client opportunities Be a great communicator and listener, have excellent time-management skills and the ambition to take on more responsibilities Help grow our clients fees and scopes of engagement, working against individual client targets and the agency's financial targets Support the team in delivering against non-financial Objectives and Key Results (OKRs) linked to client experience, effectiveness and operations. Behaviours that drive success Everyone in the agency shares our Possiblist behaviours. Working within the wider team there are some core behaviours that will help you succeed within the role: You should be inquisitive and have the confidence/fearlessness to question the status quo Solve problems and grab opportunities A demonstrable interest in data and analysis Ability to distil information and pull out key insight Ability to solve problems in a logical, analytical and creative way A passion for building brands and behaviours. Your Skills, Strengths & Qualifications We are looking for you to come in and help our business grow. We want to draw on a wide range of your experience including: Five years+ account handling and client growth experience in an agency environment First class verbal and written English is essential Demonstrate market leading client management skills and the ability to plan, manage and deliver creative media campaigns to extremely high standards of quality and in a commercially focused way Partner closely with Media and Creative leads to ensure our campaign ideas make most effective use of an integrated mix of owned, earned and paid channels, and are deployed via innovative, targeted media and technology Lead on the creation of measurable campaign KPI's, helping to enhance creative effectiveness and improve sell rate of innovative ideas Ensure that client expectations are met or exceeded and those client relationships are well managed Demonstrating an understanding of consumer behaviours within media, and a working knowledge of media relevant to the client's business including TV, digital, social, experiential, print, OOH, and search Excellent problem-solving skills, with the ability to identify and execute effective solutions Proactive attitude to try and improve the creative work and/or the delivery of campaigns Ability to develop a deep understanding of clients' businesses, objectives and challenges Ability to articulate client benefits derived from technical products and solutions in a clear and concise way A great listener, with the ability to ask the right questions to uncover valuable opportunities, insights and challenges Works well under pressure and thrives in a busy agency environment Creates strong and effective internal and external partnerships and collaborates across the business. Listens and values the opinions of others Focuses on the efficient, accurate and timely delivery of client projects Takes ownership of personal actions and outcomes Embraces change; maintains an open mind and is flexible and adaptable in the face of ambiguity and change Proactively seeks opportunities to increase knowledge, skills and abilities Monitors and pursues growth opportunities to enhance expertise and drive career development Demonstrable interest and passion for all things media and marketing-related Great interpersonal skills for the purposes of: Working as part of a team Stakeholder management and client relationship development Presentations and proposals Write clear, cohesive, client-ready documents. You have strong written and verbal interactions with internal and external teams (marketing, other capabilities, outside suppliers & partners). Our Culture - aiPeople: Our shared values are what makes our business. We're brave - We embrace uncertainty. We test, learn, improve and go again. We're diverse and united. We love meeting new people, embracing new ideas and exploring the possibilities. We come from all walks of life. When we work with great people, anything is possible. We're grown up. We show maturity in our outlook and attitude. We are fair and positive, but aren't afraid to say it how it is and constructively challenge. We want to change things. We want to make a difference to our clients and our people, every day. We work happily. We come in, do the business and have fun. We have high expectations of you You must challenge the status quo and see no boundaries to what we can achieve. Be ambitious, be adaptable and be an expert in your field. Help us be better and don't settle for average. You will be an inspiration to the rest of the agency, to our clients and a leader within your area of expertise. We want to take you out of your comfort zone, to stretch and to learn. You must believe that anything is possible. In short, we want you to be the best person you can be. We are a young business and this is an exciting time. You are joining the business in its infancy and have the opportunity to shape what we are. But that doesn't mean we skimp on benefits. Fantastic holiday, flexible working and a self-improvement budget for life are just a few of the things we offer. This is on top of a competitive salary (DOE) and a flexible, supportive working environment. We're asking a lot. But we'll give a lot back. Full IPA & BIMA Membership Ongoing dedicated training budget Regular agency socials (non-compulsory!) and all the perks of agency life Self-development funding for life, not just as an aip employee Access to hospitality at a Premier League football stadium Headspace subscription and further wellbeing initiatives London and Brighton offices Access to a world-class research suite including Nielsen, Similarweb, WARC, IPA, BARB, SEMrush, aipAware, YouGov Access to aip's business library - if we don't have the book you want to read (unlikely!), we add it to the bookshelf. How to apply If this role sounds like a bit of you, send your CV and a covering letter to - and let's get going. . click apply for full job details
Apr 25, 2024
Full time
As Client Partnerships Director, we need you to take charge and help us grow our engagements with clients, through developing senior client relationships, providing leadership across your portfolio of client accounts and proactively uncovering growth opportunities. You will delight our clients with innovative and creative solutions that cover our three business areas: Media, Creative & Technology. With your help, we will grow the business and win new clients. We will win awards and challenge the industry to be better. On a daily basis, you'll be responsible for creating client growth strategies and overseeing the smooth running of client campaigns. You will have the autonomy to proactively build strong working relationships with internal and external contacts whilst ensuring high levels of effectiveness and quality is delivered across your accounts. Reporting to the Head of Client Partnerships, the Client Partnerships Director role sits within the Client Partnerships function of the client team (and alongside our Delivery and Planning functions). You will build, develop and nurture client relationships so our client's and our agency business can grow in tandem. You will embed, and lead a client-centric agency culture to create amazing client experiences, turning these into sustainable agency revenue. Role responsibilities This is an important role within the agency, working closely with senior client stakeholders, client planning and delivery functions and internal craft teams and leading and contributing to new business opportunities, as well as successfully onboarding new clients into the agency. You will cover an array of disciplines within the role including offline, digital, social, creative, content production, analytics and sponsorships. The role will include leading key agency accounts, as well as acting as a senior figure on others, supported by other account handlers. You will work hand in hand with planning and delivery leads across your portfolio to ensure we deliver award winning work, on-time and on-budget and to a high level of quality. Every day you will Demonstrate exceptional client leadership and collaboration skills to deliver creative media campaigns to extremely high standards of quality and in a commercially focused way Demonstrate exceptional client and relationship development skills and the ability to plan, manage and deliver growth strategies across your portfolio Develop strategic solutions to solve client challenges, drawing on expertise across the agency's core pillars of media, creative and technology Prepare client documentation, such as Statement of Works (SOWs), quotations and contracts Ensure all work that goes out of the agency is to a high standard and exceeds client expectations Coach and develop the Client Partnerships Managers, working with them to identify, develop, nurture and close account growth opportunities that broaden and deepen our engagement with their clients Retain commercial oversight on client engagements, maximising both quality and profit and managing agency risk Support the agency on leading inbound new business opportunities as required Collaborate with the planning leads to request, gather and interpret research, competitor analysis, campaign trends and metrics to support development of client opportunities Be a great communicator and listener, have excellent time-management skills and the ambition to take on more responsibilities Help grow our clients fees and scopes of engagement, working against individual client targets and the agency's financial targets Support the team in delivering against non-financial Objectives and Key Results (OKRs) linked to client experience, effectiveness and operations. Behaviours that drive success Everyone in the agency shares our Possiblist behaviours. Working within the wider team there are some core behaviours that will help you succeed within the role: You should be inquisitive and have the confidence/fearlessness to question the status quo Solve problems and grab opportunities A demonstrable interest in data and analysis Ability to distil information and pull out key insight Ability to solve problems in a logical, analytical and creative way A passion for building brands and behaviours. Your Skills, Strengths & Qualifications We are looking for you to come in and help our business grow. We want to draw on a wide range of your experience including: Five years+ account handling and client growth experience in an agency environment First class verbal and written English is essential Demonstrate market leading client management skills and the ability to plan, manage and deliver creative media campaigns to extremely high standards of quality and in a commercially focused way Partner closely with Media and Creative leads to ensure our campaign ideas make most effective use of an integrated mix of owned, earned and paid channels, and are deployed via innovative, targeted media and technology Lead on the creation of measurable campaign KPI's, helping to enhance creative effectiveness and improve sell rate of innovative ideas Ensure that client expectations are met or exceeded and those client relationships are well managed Demonstrating an understanding of consumer behaviours within media, and a working knowledge of media relevant to the client's business including TV, digital, social, experiential, print, OOH, and search Excellent problem-solving skills, with the ability to identify and execute effective solutions Proactive attitude to try and improve the creative work and/or the delivery of campaigns Ability to develop a deep understanding of clients' businesses, objectives and challenges Ability to articulate client benefits derived from technical products and solutions in a clear and concise way A great listener, with the ability to ask the right questions to uncover valuable opportunities, insights and challenges Works well under pressure and thrives in a busy agency environment Creates strong and effective internal and external partnerships and collaborates across the business. Listens and values the opinions of others Focuses on the efficient, accurate and timely delivery of client projects Takes ownership of personal actions and outcomes Embraces change; maintains an open mind and is flexible and adaptable in the face of ambiguity and change Proactively seeks opportunities to increase knowledge, skills and abilities Monitors and pursues growth opportunities to enhance expertise and drive career development Demonstrable interest and passion for all things media and marketing-related Great interpersonal skills for the purposes of: Working as part of a team Stakeholder management and client relationship development Presentations and proposals Write clear, cohesive, client-ready documents. You have strong written and verbal interactions with internal and external teams (marketing, other capabilities, outside suppliers & partners). Our Culture - aiPeople: Our shared values are what makes our business. We're brave - We embrace uncertainty. We test, learn, improve and go again. We're diverse and united. We love meeting new people, embracing new ideas and exploring the possibilities. We come from all walks of life. When we work with great people, anything is possible. We're grown up. We show maturity in our outlook and attitude. We are fair and positive, but aren't afraid to say it how it is and constructively challenge. We want to change things. We want to make a difference to our clients and our people, every day. We work happily. We come in, do the business and have fun. We have high expectations of you You must challenge the status quo and see no boundaries to what we can achieve. Be ambitious, be adaptable and be an expert in your field. Help us be better and don't settle for average. You will be an inspiration to the rest of the agency, to our clients and a leader within your area of expertise. We want to take you out of your comfort zone, to stretch and to learn. You must believe that anything is possible. In short, we want you to be the best person you can be. We are a young business and this is an exciting time. You are joining the business in its infancy and have the opportunity to shape what we are. But that doesn't mean we skimp on benefits. Fantastic holiday, flexible working and a self-improvement budget for life are just a few of the things we offer. This is on top of a competitive salary (DOE) and a flexible, supportive working environment. We're asking a lot. But we'll give a lot back. Full IPA & BIMA Membership Ongoing dedicated training budget Regular agency socials (non-compulsory!) and all the perks of agency life Self-development funding for life, not just as an aip employee Access to hospitality at a Premier League football stadium Headspace subscription and further wellbeing initiatives London and Brighton offices Access to a world-class research suite including Nielsen, Similarweb, WARC, IPA, BARB, SEMrush, aipAware, YouGov Access to aip's business library - if we don't have the book you want to read (unlikely!), we add it to the bookshelf. How to apply If this role sounds like a bit of you, send your CV and a covering letter to - and let's get going. . click apply for full job details
My client, a leading Insurance Brokers based throughout the UK is seeking an experienced Account Executive (Sales) to join their newly opened branch in Newmarket. (other locations available) Purpose The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills. You will need to have proven industry experience, good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual. Key Responsibilities Adhere to all company policies and procedures. Continuously identify areas for improvement and provide potential solutions to the company and reduce costs. Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business. Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs. Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision. Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business. Ensure that telephone calls are answered & dealt with promptly & efficiently. Maintain thorough and accurate records of all customer interactions. Identify complaints and refer to the necessary complaint handler. Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to. Required to be a referral point within the Branch. Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers. Understand technical knowledge of the companys product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings. Skills and Competencies Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions. An understanding of the UK insurance market, including trends, risks and regulatory changes. The ability to understand diverse client needs, including specific industry risks and business objectives. Ability to manage time effectively, work under pressure and meet deadlines. Excellent timekeeping and presentation of self & work. Strong interpersonal and negotiation skills. Articulate & Numerate. Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges. Excellent attention to detail. Highly organised with an ability to prioritise and deliver allocated tasks. Ability to work alone and as part of a team. Positive can-do attitude and strong team ethic. Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA). Be positive, enthusiastic, and motivational about what you do! Experience Must have 2 years minimum experience working within a broking or underwriting environment. An understanding of the UK insurance market, including trends, risks and regulatory changes. Qualifications Cert CII qualification is an advantage. Conduct Rules You must act with integrity. You must act with due skill, care and diligence. You must be open and cooperative with the FCA, the PRA and other regulators. You must pay due regard to the interests of customers and treat them fairly. You must observe proper standards of market conduct. You must act to deliver good outcomes for retail customers. If this role is of interest, and you have the relevant skill set and experience, then do please forward your CV for review. JBRP1_UKTJ
Apr 23, 2024
Full time
My client, a leading Insurance Brokers based throughout the UK is seeking an experienced Account Executive (Sales) to join their newly opened branch in Newmarket. (other locations available) Purpose The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills. You will need to have proven industry experience, good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual. Key Responsibilities Adhere to all company policies and procedures. Continuously identify areas for improvement and provide potential solutions to the company and reduce costs. Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business. Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs. Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision. Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business. Ensure that telephone calls are answered & dealt with promptly & efficiently. Maintain thorough and accurate records of all customer interactions. Identify complaints and refer to the necessary complaint handler. Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to. Required to be a referral point within the Branch. Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers. Understand technical knowledge of the companys product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings. Skills and Competencies Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions. An understanding of the UK insurance market, including trends, risks and regulatory changes. The ability to understand diverse client needs, including specific industry risks and business objectives. Ability to manage time effectively, work under pressure and meet deadlines. Excellent timekeeping and presentation of self & work. Strong interpersonal and negotiation skills. Articulate & Numerate. Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges. Excellent attention to detail. Highly organised with an ability to prioritise and deliver allocated tasks. Ability to work alone and as part of a team. Positive can-do attitude and strong team ethic. Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA). Be positive, enthusiastic, and motivational about what you do! Experience Must have 2 years minimum experience working within a broking or underwriting environment. An understanding of the UK insurance market, including trends, risks and regulatory changes. Qualifications Cert CII qualification is an advantage. Conduct Rules You must act with integrity. You must act with due skill, care and diligence. You must be open and cooperative with the FCA, the PRA and other regulators. You must pay due regard to the interests of customers and treat them fairly. You must observe proper standards of market conduct. You must act to deliver good outcomes for retail customers. If this role is of interest, and you have the relevant skill set and experience, then do please forward your CV for review. JBRP1_UKTJ
My client, a leading Insurance Brokers based throughout the UK is seeking an experienced Account Executive (Sales) to join their growing team in Portsmouth. Purpose The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills. You will need to have proven industry experience, good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual. Key Responsibilities Adhere to all company policies and procedures. Continuously identify areas for improvement and provide potential solutions to the company and reduce costs. Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business. Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs. Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision. Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business. Ensure that telephone calls are answered & dealt with promptly & efficiently. Maintain thorough and accurate records of all customer interactions. Identify complaints and refer to the necessary complaint handler. Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to. Required to be a referral point within the Branch. Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers. Understand technical knowledge of the companys product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings. Skills and Competencies Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions. An understanding of the UK insurance market, including trends, risks and regulatory changes. The ability to understand diverse client needs, including specific industry risks and business objectives. Ability to manage time effectively, work under pressure and meet deadlines. Excellent timekeeping and presentation of self & work. Strong interpersonal and negotiation skills. Articulate & Numerate. Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges. Excellent attention to detail. Highly organised with an ability to prioritise and deliver allocated tasks. Ability to work alone and as part of a team. Positive can-do attitude and strong team ethic. Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA). Be positive, enthusiastic, and motivational about what you do! Experience Must have 2 years minimum experience working within a broking or underwriting environment. An understanding of the UK insurance market, including trends, risks and regulatory changes. Qualifications Cert CII qualification is an advantage. Conduct Rules You must act with integrity. You must act with due skill, care and diligence. You must be open and cooperative with the FCA, the PRA and other regulators. You must pay due regard to the interests of customers and treat them fairly. You must observe proper standards of market conduct. You must act to deliver good outcomes for retail customers. If this role is of interest, and you have the relevant skill set and experience, then do please forward your CV for review. JBRP1_UKTJ
Apr 23, 2024
Full time
My client, a leading Insurance Brokers based throughout the UK is seeking an experienced Account Executive (Sales) to join their growing team in Portsmouth. Purpose The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills. You will need to have proven industry experience, good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual. Key Responsibilities Adhere to all company policies and procedures. Continuously identify areas for improvement and provide potential solutions to the company and reduce costs. Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business. Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs. Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision. Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business. Ensure that telephone calls are answered & dealt with promptly & efficiently. Maintain thorough and accurate records of all customer interactions. Identify complaints and refer to the necessary complaint handler. Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to. Required to be a referral point within the Branch. Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers. Understand technical knowledge of the companys product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings. Skills and Competencies Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions. An understanding of the UK insurance market, including trends, risks and regulatory changes. The ability to understand diverse client needs, including specific industry risks and business objectives. Ability to manage time effectively, work under pressure and meet deadlines. Excellent timekeeping and presentation of self & work. Strong interpersonal and negotiation skills. Articulate & Numerate. Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges. Excellent attention to detail. Highly organised with an ability to prioritise and deliver allocated tasks. Ability to work alone and as part of a team. Positive can-do attitude and strong team ethic. Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA). Be positive, enthusiastic, and motivational about what you do! Experience Must have 2 years minimum experience working within a broking or underwriting environment. An understanding of the UK insurance market, including trends, risks and regulatory changes. Qualifications Cert CII qualification is an advantage. Conduct Rules You must act with integrity. You must act with due skill, care and diligence. You must be open and cooperative with the FCA, the PRA and other regulators. You must pay due regard to the interests of customers and treat them fairly. You must observe proper standards of market conduct. You must act to deliver good outcomes for retail customers. If this role is of interest, and you have the relevant skill set and experience, then do please forward your CV for review. JBRP1_UKTJ
WALLACE HIND SELECTION LIMITED
Kettering, Northamptonshire
We are proud to provide a high level of service to customers across the UK, and as we continue to grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS: Generous commission/bonus scheme of circa £10/£15k per year 26 days holiday Pension LOCATION: Northampton COMMUTABLE LOCATIONS: Northampton, Milton Keynes, Bedford, Rugby, Kettering, Brackley, Market Harborough JOB DESCRIPTION: Protection Advisor - Protection, Financial Services We are looking to grow and add to our experienced team of Mortgage and Protection Advisors from our offices in Northampton. In an ideal world, you will use your previous experience in a Brokerage/IFA/Protection environment to service our clients across many different areas. You will: Form part of our protection team dealing with a variety of services such as Equity Release, Mortgages, Insurance & Protection. Show the ability to win business and work on your own initiative. Deal with all client administration required and ensure retention of current business. PERSON SPECIFICATION: Protection Advisor - Protection, Financial Services To be a successful Protection Advisor, you will be driven and commercially minded, and enjoy dealing with clients from all different walks of life. You will be hungry for additional earnings and rewarded with a very competitive OTE, collaborative and supportive work environment and all the tools and systems you need to be a success. You will also have: Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. A recognized qualification in a finical service discipline, something FCA related i.e. CII. Meticulous attention to detail and the ability to communicate to a high level across all mediums. THE COMPANY: We offer a one stop shop for all your mortgage and protection needs. The company was formed in 2012 through the amalgamation of two established businesses The collaboration of the two has created a dynamic mortgage and protection brokerage with experienced Advisors getting the best deals out there. We first started trading in early 2013. In the space of just three years the company grew to include a team of four Mortgage Advisors and four support members of staff. This developed further with an additional Director joining the team shortly afterwards. The company has expanded so that Insurance and Protection is offered as part of its services, as well as a team which focuses on Equity Release clients. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: MT17668, Wallace Hind Selection JBRP1_UKTJ
Apr 23, 2024
Full time
We are proud to provide a high level of service to customers across the UK, and as we continue to grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS: Generous commission/bonus scheme of circa £10/£15k per year 26 days holiday Pension LOCATION: Northampton COMMUTABLE LOCATIONS: Northampton, Milton Keynes, Bedford, Rugby, Kettering, Brackley, Market Harborough JOB DESCRIPTION: Protection Advisor - Protection, Financial Services We are looking to grow and add to our experienced team of Mortgage and Protection Advisors from our offices in Northampton. In an ideal world, you will use your previous experience in a Brokerage/IFA/Protection environment to service our clients across many different areas. You will: Form part of our protection team dealing with a variety of services such as Equity Release, Mortgages, Insurance & Protection. Show the ability to win business and work on your own initiative. Deal with all client administration required and ensure retention of current business. PERSON SPECIFICATION: Protection Advisor - Protection, Financial Services To be a successful Protection Advisor, you will be driven and commercially minded, and enjoy dealing with clients from all different walks of life. You will be hungry for additional earnings and rewarded with a very competitive OTE, collaborative and supportive work environment and all the tools and systems you need to be a success. You will also have: Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. A recognized qualification in a finical service discipline, something FCA related i.e. CII. Meticulous attention to detail and the ability to communicate to a high level across all mediums. THE COMPANY: We offer a one stop shop for all your mortgage and protection needs. The company was formed in 2012 through the amalgamation of two established businesses The collaboration of the two has created a dynamic mortgage and protection brokerage with experienced Advisors getting the best deals out there. We first started trading in early 2013. In the space of just three years the company grew to include a team of four Mortgage Advisors and four support members of staff. This developed further with an additional Director joining the team shortly afterwards. The company has expanded so that Insurance and Protection is offered as part of its services, as well as a team which focuses on Equity Release clients. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: MT17668, Wallace Hind Selection JBRP1_UKTJ
Title: Private Client Account HandlerLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview: Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account Handler to join their professional and welcoming team based out of the Leicester or Birmingham office. Berkeley Insurance Group's depth of experience enables the provision of independent advice and specialist expertise in various sectors. The objective being to provide unbiased and informed choices, fantastic customer service and market buying power that delivers the right insurance protection. In this position you will primarily be involved in offering and renewing contracts of personal lines property and motor insurance, alongside any ancillary products e.g. Travel. Private Clients typically include High Net Worth with significant wealth and assets that need bespoke as well as standard covers. As a Handler you will manage an existing book of business assisting with new enquiries to expand the company client base. You will need personal lines (motor & household) insurance knowledge or have good financial services related skills/experience to deliver effective, quality advice and efficient customer service combined with a commitment to your own professional development. The company is looking to the future and prides itself on a market leading client service model and a long list of products providers and covers it can access. The office team is a friendly, caring and welcoming group of knowledgeable individuals. The day to day: Work closely with Account Executives and Directors to provide highest standard service to customers. Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work and hand over to relevant Account Executive/Director (if an allocated case). Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate. Give instructions to insurers. Ensure mid-term adjustments and declarations are processed and records updated. Handle the invoicing of all premiums due. Check all documentation (i.e. policies and endorsements) for accuracy prior to sending to client. Obtain quotations for any relevant new policies/renewals. Maintain effective credit control on allocated cases. Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated. Be aware of market conditions and the strengths and weaknesses of competitors. Visits to customers where agreed with the Account Executive. Monitor trends, analyse results and prepare feedback to senior staff. Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience. What's on offer: Negotiable salary package & additional benefits Joint Pension contribution scheme Private Medical Scheme (available after 6 months) Permanent Health Insurance (available after 6 months) Flexi/hybrid (limited days) working available Your Experience: Requirement of at least 2+ years insurance broking experience. Confident in handling quotation enquiries, renewals and midterm adjustments for various HNW insurance policies Strong understanding of insurance markets, products, wordings and options Acturis insurance broking software knowledge is an advantage
Apr 23, 2024
Full time
Title: Private Client Account HandlerLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview: Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account Handler to join their professional and welcoming team based out of the Leicester or Birmingham office. Berkeley Insurance Group's depth of experience enables the provision of independent advice and specialist expertise in various sectors. The objective being to provide unbiased and informed choices, fantastic customer service and market buying power that delivers the right insurance protection. In this position you will primarily be involved in offering and renewing contracts of personal lines property and motor insurance, alongside any ancillary products e.g. Travel. Private Clients typically include High Net Worth with significant wealth and assets that need bespoke as well as standard covers. As a Handler you will manage an existing book of business assisting with new enquiries to expand the company client base. You will need personal lines (motor & household) insurance knowledge or have good financial services related skills/experience to deliver effective, quality advice and efficient customer service combined with a commitment to your own professional development. The company is looking to the future and prides itself on a market leading client service model and a long list of products providers and covers it can access. The office team is a friendly, caring and welcoming group of knowledgeable individuals. The day to day: Work closely with Account Executives and Directors to provide highest standard service to customers. Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work and hand over to relevant Account Executive/Director (if an allocated case). Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate. Give instructions to insurers. Ensure mid-term adjustments and declarations are processed and records updated. Handle the invoicing of all premiums due. Check all documentation (i.e. policies and endorsements) for accuracy prior to sending to client. Obtain quotations for any relevant new policies/renewals. Maintain effective credit control on allocated cases. Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated. Be aware of market conditions and the strengths and weaknesses of competitors. Visits to customers where agreed with the Account Executive. Monitor trends, analyse results and prepare feedback to senior staff. Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience. What's on offer: Negotiable salary package & additional benefits Joint Pension contribution scheme Private Medical Scheme (available after 6 months) Permanent Health Insurance (available after 6 months) Flexi/hybrid (limited days) working available Your Experience: Requirement of at least 2+ years insurance broking experience. Confident in handling quotation enquiries, renewals and midterm adjustments for various HNW insurance policies Strong understanding of insurance markets, products, wordings and options Acturis insurance broking software knowledge is an advantage
Job Summary Location : Bournemouth Salary : £ doe uncapped commission Hours : 8.30am-5pm Monday to Friday, 25 days holiday, pension Auto Enrolment (employer 6%, employee 2%), optional cash plan and flexed holiday,great social team environment Aspire Jobs are delighted to be working exclusively with ourclient at their office in Bournemouth click apply for full job details
Apr 23, 2024
Full time
Job Summary Location : Bournemouth Salary : £ doe uncapped commission Hours : 8.30am-5pm Monday to Friday, 25 days holiday, pension Auto Enrolment (employer 6%, employee 2%), optional cash plan and flexed holiday,great social team environment Aspire Jobs are delighted to be working exclusively with ourclient at their office in Bournemouth click apply for full job details
Senior Account Director - FTC page is loaded Senior Account Director - FTC Apply remote type Hybrid locations London time type Full time posted on Posted 2 Days Ago job requisition id JR Hybrid Agency : Havas Play Job Description Summary : Job Title Senior Account Director Reports To Managing Partner Role Summary Senior Account Director that sits within the Activation team at Havas Play UK, delivering multi-channel campaigns for sport, culture, and entertainment clients. An integrated role spanning partnerships, activation, rights management, with an understanding of social, comms, experiential and events. Job Description : Job Title Senior Account Director Reports To Managing Partner Role Summary Senior Account Director that sits within the Activation team at Havas Play UK, delivering multi-channel campaigns for sport, culture, and entertainment clients. An integrated role spanning partnerships, activation, rights management, with an understanding of social, comms, experiential and events. Purpose of Role The Senior Account Director is the most senior day to day account support and is responsible for the teams' response to briefs and on time delivery of campaigns and projects, as well as being abreast of all the financial procedures. The SAD should be an exceptional client handler who is adept at managing multiple clients, leading and developing the team and working within a diverse mix of team structures. You should possess a commercial mindset; be able to manage large-scale budgets and identify and deliver on potential growth opportunities for the business. That SAD should be highly organised and process-driven; someone who can thrive in a fast-past environment. It is their responsibility to delegate out work that comes in and have an eye on all work going out, whilst being aware of the workload of all team members, flagging any capacity pinches ahead of them becoming a problem. You need an in-depth knowledge of the industry and strong interpersonal skills, so you can understand the demands of clients, different teams within the business, media, talent, agents and suppliers - and connect them at the appropriate times to deliver success. Key Responsibilities As a Senior Account Director, you should be confident in all the areas laid out below: Multiple Account Management: Oversee multiple accounts and increased workloads through proof of delegation (both upwards and downwards) of tasks and responsibilities. Work across multiple clients and projects at one time whilst maintaining a high work standard. Staying calm and displaying a positive attitude whilst under pressure, and successfully delegating to keep work manageable. Proactively drive projects forward, bringing in wider agency expertise and personnel in the process; ensuring all steps and stakeholders are factored into project timelines. Connect teams within the business to deliver on client work of the highest standard. Manage the capacity of the account teams, keeping work to scope and having a handle on any over or under delivery. Writing and presentation skills: Have strong creative and corporate writing skills, to be used across external documents such as client proposals and reports, as well as internal documents such as toolkits and case studies. Adapt your communications based on the needs of your clients and your team, flexing your approach to different requirements, working styles and personalities. Effectively communicate (both verbally and in writing) clear and concise client comms, as well as when briefing suppliers and the internal team. Have great attention to detail and ensure all written work is delivered to a high standard of quality. Demonstrate confidence in competently talking clients though a document or pitching an idea, outlining the process you've taken to answer the brief. Instil confidence by showcasing your understanding of the client's brand and business when "selling" the idea to them. Review and reinforce a high standard of comms and presentations going out to clients, stakeholders, and campaign partners. Challenge and press the agency view but always with a solution-based mindset. Approach, initiative, and problem solving: Be positive, proactive and solutions-driven - always think one step ahead. Remain fully accountable for day-to-day operations, at the same time as training and empowering the team to feel in control and accountable themselves (particularly AM, SAM and AE). Be abreast of all day-to-day account work, anticipating potential problems or opportunities. Have meticulous time management; allocating time appropriately to planning, scope and budgets, campaign activity and wrap up. Relationships: Develop a very strong working relationship with your client, listening actively to really understand your clients' desires and dislikes. Be approachable and accessible to every member of your team. Have solid day-to-day working relationships with all teams within the agency, knowing how to work with different departments such as experience, social, strategy and creative - following the processes of these teams and overarching Havas Play planning process. Manage line reports, staying close to their development, ambitions, and objectives. Set a great example and high standard for AEs, SAEs, AMs, SAMs and ADs - so they can learn and develop from you. Strategic skills and answering briefs: Be a champion for the agency's processes - set an example for your team on how to interrogate and answer a brief creatively, and how to position and articulate ideas to the client. Confidently deliver the response to brief process; interrogating the brief and delivering insight, strategy and creative. Demonstrate clear strategic thinking in your day-to-day work across your accounts and how this is framing the client's campaign against their business objectives. Campaign execution and administration: Oversee all plans, organise and manage comms activations from kick off to completion, including PR stunts, news sell ins, media events, content generation, influencer engagement and coordinating all relevant suppliers to deliver. Understand time needed to execute projects successfully. Be confident in writing scopes and negotiating these with client. Ensure you have the right team in place, with the right capacity and skillset to deliver excellent work for your clients. Make sure your team is aligned on the objectives for the client and as an agency team. Maintain motivation of your team; ensuring no one is overwhelmed with workload or falling behind on deliverables. Oversee the AM/SAM's administrative processes on your accounts (status reports, campaign reporting, budget trackers) and ensure they are being updated and delivered to the client on time Client services and industry knowledge: Understand your client's business so that you are in the best possible position to advise, challenge and upsell. Stay abreast of new innovations within the industry to be able to contribute effectively to brainstorms and be proactive about new ideas for current or prospective clients Integrated marketing & comms: Hold a very comprehensive understanding of the current media and cultural landscape, and how this evolves and can be affected by local/world events. Have a thorough knowledge of media partners and influencers across appropriate sectors and be able to provide a high level of strategic recommendations to clients on approach for working with them. Hold a comprehensive understanding of developments in social and digital media (including new platforms, technologies, brand opportunities and creative campaigns) and be able to advise clients on the appropriate strategies and targets/platforms to achieve their objectives. Work closely with wider teams (creative, production) to develop and deliver creative content to a high standard, using a range of external suppliers. New business Identify opportunities for organic client growth; capitalise on these moments and take initiative to implement actions to achieve it. Deliver a target of 10% YOY organic growth on current client set. Hold strong contacts within relevant industries; nurture and grow these relationships to bring in new opportunities to the business. Feel confident taking a lead role in new business pitches, understanding briefs, galvanising teams and delivering on time. People Management Manage day-to-day running of the team, keeping all members up-to-date on account work status, and ensuring regular internal meetings and/or check-ins are arranged. Continually assess capacity of teams and distribution of work. Give clear guidance to your team, from initial briefing, through to support along the way and any developmental feedback required. Time Management Deliver logical planning, strong communication and the ability to manage expectations both internally and externally. Deliver highly efficient time management; ensure that you and the team are delivering work on time and are conscientious with deadlines. Anticipate pinch points on your accounts; be aware of your team's time (under-capacity or those feeling the pressure with too much on). . click apply for full job details
Apr 18, 2024
Full time
Senior Account Director - FTC page is loaded Senior Account Director - FTC Apply remote type Hybrid locations London time type Full time posted on Posted 2 Days Ago job requisition id JR Hybrid Agency : Havas Play Job Description Summary : Job Title Senior Account Director Reports To Managing Partner Role Summary Senior Account Director that sits within the Activation team at Havas Play UK, delivering multi-channel campaigns for sport, culture, and entertainment clients. An integrated role spanning partnerships, activation, rights management, with an understanding of social, comms, experiential and events. Job Description : Job Title Senior Account Director Reports To Managing Partner Role Summary Senior Account Director that sits within the Activation team at Havas Play UK, delivering multi-channel campaigns for sport, culture, and entertainment clients. An integrated role spanning partnerships, activation, rights management, with an understanding of social, comms, experiential and events. Purpose of Role The Senior Account Director is the most senior day to day account support and is responsible for the teams' response to briefs and on time delivery of campaigns and projects, as well as being abreast of all the financial procedures. The SAD should be an exceptional client handler who is adept at managing multiple clients, leading and developing the team and working within a diverse mix of team structures. You should possess a commercial mindset; be able to manage large-scale budgets and identify and deliver on potential growth opportunities for the business. That SAD should be highly organised and process-driven; someone who can thrive in a fast-past environment. It is their responsibility to delegate out work that comes in and have an eye on all work going out, whilst being aware of the workload of all team members, flagging any capacity pinches ahead of them becoming a problem. You need an in-depth knowledge of the industry and strong interpersonal skills, so you can understand the demands of clients, different teams within the business, media, talent, agents and suppliers - and connect them at the appropriate times to deliver success. Key Responsibilities As a Senior Account Director, you should be confident in all the areas laid out below: Multiple Account Management: Oversee multiple accounts and increased workloads through proof of delegation (both upwards and downwards) of tasks and responsibilities. Work across multiple clients and projects at one time whilst maintaining a high work standard. Staying calm and displaying a positive attitude whilst under pressure, and successfully delegating to keep work manageable. Proactively drive projects forward, bringing in wider agency expertise and personnel in the process; ensuring all steps and stakeholders are factored into project timelines. Connect teams within the business to deliver on client work of the highest standard. Manage the capacity of the account teams, keeping work to scope and having a handle on any over or under delivery. Writing and presentation skills: Have strong creative and corporate writing skills, to be used across external documents such as client proposals and reports, as well as internal documents such as toolkits and case studies. Adapt your communications based on the needs of your clients and your team, flexing your approach to different requirements, working styles and personalities. Effectively communicate (both verbally and in writing) clear and concise client comms, as well as when briefing suppliers and the internal team. Have great attention to detail and ensure all written work is delivered to a high standard of quality. Demonstrate confidence in competently talking clients though a document or pitching an idea, outlining the process you've taken to answer the brief. Instil confidence by showcasing your understanding of the client's brand and business when "selling" the idea to them. Review and reinforce a high standard of comms and presentations going out to clients, stakeholders, and campaign partners. Challenge and press the agency view but always with a solution-based mindset. Approach, initiative, and problem solving: Be positive, proactive and solutions-driven - always think one step ahead. Remain fully accountable for day-to-day operations, at the same time as training and empowering the team to feel in control and accountable themselves (particularly AM, SAM and AE). Be abreast of all day-to-day account work, anticipating potential problems or opportunities. Have meticulous time management; allocating time appropriately to planning, scope and budgets, campaign activity and wrap up. Relationships: Develop a very strong working relationship with your client, listening actively to really understand your clients' desires and dislikes. Be approachable and accessible to every member of your team. Have solid day-to-day working relationships with all teams within the agency, knowing how to work with different departments such as experience, social, strategy and creative - following the processes of these teams and overarching Havas Play planning process. Manage line reports, staying close to their development, ambitions, and objectives. Set a great example and high standard for AEs, SAEs, AMs, SAMs and ADs - so they can learn and develop from you. Strategic skills and answering briefs: Be a champion for the agency's processes - set an example for your team on how to interrogate and answer a brief creatively, and how to position and articulate ideas to the client. Confidently deliver the response to brief process; interrogating the brief and delivering insight, strategy and creative. Demonstrate clear strategic thinking in your day-to-day work across your accounts and how this is framing the client's campaign against their business objectives. Campaign execution and administration: Oversee all plans, organise and manage comms activations from kick off to completion, including PR stunts, news sell ins, media events, content generation, influencer engagement and coordinating all relevant suppliers to deliver. Understand time needed to execute projects successfully. Be confident in writing scopes and negotiating these with client. Ensure you have the right team in place, with the right capacity and skillset to deliver excellent work for your clients. Make sure your team is aligned on the objectives for the client and as an agency team. Maintain motivation of your team; ensuring no one is overwhelmed with workload or falling behind on deliverables. Oversee the AM/SAM's administrative processes on your accounts (status reports, campaign reporting, budget trackers) and ensure they are being updated and delivered to the client on time Client services and industry knowledge: Understand your client's business so that you are in the best possible position to advise, challenge and upsell. Stay abreast of new innovations within the industry to be able to contribute effectively to brainstorms and be proactive about new ideas for current or prospective clients Integrated marketing & comms: Hold a very comprehensive understanding of the current media and cultural landscape, and how this evolves and can be affected by local/world events. Have a thorough knowledge of media partners and influencers across appropriate sectors and be able to provide a high level of strategic recommendations to clients on approach for working with them. Hold a comprehensive understanding of developments in social and digital media (including new platforms, technologies, brand opportunities and creative campaigns) and be able to advise clients on the appropriate strategies and targets/platforms to achieve their objectives. Work closely with wider teams (creative, production) to develop and deliver creative content to a high standard, using a range of external suppliers. New business Identify opportunities for organic client growth; capitalise on these moments and take initiative to implement actions to achieve it. Deliver a target of 10% YOY organic growth on current client set. Hold strong contacts within relevant industries; nurture and grow these relationships to bring in new opportunities to the business. Feel confident taking a lead role in new business pitches, understanding briefs, galvanising teams and delivering on time. People Management Manage day-to-day running of the team, keeping all members up-to-date on account work status, and ensuring regular internal meetings and/or check-ins are arranged. Continually assess capacity of teams and distribution of work. Give clear guidance to your team, from initial briefing, through to support along the way and any developmental feedback required. Time Management Deliver logical planning, strong communication and the ability to manage expectations both internally and externally. Deliver highly efficient time management; ensure that you and the team are delivering work on time and are conscientious with deadlines. Anticipate pinch points on your accounts; be aware of your team's time (under-capacity or those feeling the pressure with too much on). . click apply for full job details
Personal Lines Account Handler Location: Ipswich Salary: Negotiable + Benefits Overview At WM Brokers (part of Brown & Brown Europe) we are looking for a Personal Lines Account Handler to join the successful and experienced team based in the Ipswich office location. The position provides advice to clients to ensure conversion of new business, service of existing accounts and retention of renewals to achieve company income targets and to provide support to clients in all aspects of the sales process in accordance with company procedures and regulatory requirements. This is a long term and progressive opportunity with a stable and reputable broker. You will need insurance underwriting or broking knowledge from either another broker or financial services company. If you are keen on working in a professional, friendly and happy environment this position will suit you. The day to day : Providing client insurance handling service as required in a professional, timely and efficient manner - handling quotations, new business, mid-term amendments and renewals. Ensuring that work undertaken is within scope of knowledge and experience, referring to senior staff for guidance as required. Provide excellent service to client's making sure that Treating Customers Fairly (TCF) is paramount in all dealings with customers. Provide customers/clients with appropriate insurance cover and advice. Advising insurers in respect of all new business, amendments and renewal transactions. Communicating with clients and ensuring that they are fully aware of the cover provided and any gaps in cover or significant terms, conditions or exclusions. Ensuring that all compliance and company procedures are adhered to on a day to day basis. Ensure that full and accurate computer records are maintained and kept up to date. Assist the claims department in respect of cover operative and other technical matters. What's on offer: Negotiable basic salary + bonus Wide range of additional addon benefits and discounts (Pension, Holiday etc) Your experience: Knowledge of Personal Lines Insurance covering either Motor and/or Household risks Insurance experience of handling new enquiries, renewals and mid-term adjustments Good knowledge of the Personal Lines insurance market place Ability to identify the best policy to meet clients' needs Ability to take responsibility for own performance Strong verbal and written communication
Apr 16, 2024
Full time
Personal Lines Account Handler Location: Ipswich Salary: Negotiable + Benefits Overview At WM Brokers (part of Brown & Brown Europe) we are looking for a Personal Lines Account Handler to join the successful and experienced team based in the Ipswich office location. The position provides advice to clients to ensure conversion of new business, service of existing accounts and retention of renewals to achieve company income targets and to provide support to clients in all aspects of the sales process in accordance with company procedures and regulatory requirements. This is a long term and progressive opportunity with a stable and reputable broker. You will need insurance underwriting or broking knowledge from either another broker or financial services company. If you are keen on working in a professional, friendly and happy environment this position will suit you. The day to day : Providing client insurance handling service as required in a professional, timely and efficient manner - handling quotations, new business, mid-term amendments and renewals. Ensuring that work undertaken is within scope of knowledge and experience, referring to senior staff for guidance as required. Provide excellent service to client's making sure that Treating Customers Fairly (TCF) is paramount in all dealings with customers. Provide customers/clients with appropriate insurance cover and advice. Advising insurers in respect of all new business, amendments and renewal transactions. Communicating with clients and ensuring that they are fully aware of the cover provided and any gaps in cover or significant terms, conditions or exclusions. Ensuring that all compliance and company procedures are adhered to on a day to day basis. Ensure that full and accurate computer records are maintained and kept up to date. Assist the claims department in respect of cover operative and other technical matters. What's on offer: Negotiable basic salary + bonus Wide range of additional addon benefits and discounts (Pension, Holiday etc) Your experience: Knowledge of Personal Lines Insurance covering either Motor and/or Household risks Insurance experience of handling new enquiries, renewals and mid-term adjustments Good knowledge of the Personal Lines insurance market place Ability to identify the best policy to meet clients' needs Ability to take responsibility for own performance Strong verbal and written communication
From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success. People come to Howden for lots of different reasons, but they stay for the same one: our culture. That's what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities - work/life balance, career progression, sustainability, volunteering - you'll find like-minded people driving change at Howden. Howden, Corporate & Commercial are on the hunt for a Senior Account Handler to support their team to deliver an excellent and comprehensive service in the administration of new business (supporting clients purchasing cover from us online via our quote and buy system), renewal and mid-term changes so that customers' needs are best satisfied through suitable cover and pricing. Offering professional advice to our corporate clients. Please note this is a full-time, permanent opportunity. You will be based in our Colchester office and ideally be onsite for 2 days per week on average. Overview: Assist in achieving Group/Division client retention targets by providing an excellent level of service. Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable). Obtain renewal terms and present to client. Produce and issue professional summaries and reports using Howden templates. Issue renewal documentation in line with contract certainty. Ensure premiums are collected prior to the commencement of cover and in line with Howden procedures. Prioritise and handle all work promptly and accurately. Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards. Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system. Produce accurate and professional documentation at all times using relevant Howden templates. Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium. Refer all queries that fall outside own experience, knowledge and authority to senior staff. Liaise with and assist other branches and Group Resources as necessary. Knowledge: Working knowledge of all the main classes of general insurance and the CII's Code of Ethics and GDPR. Must have a minimum of 5 years' corporate insurance experience. Responsibility for own personal development and for keeping own knowledge up to date by the use of e-learning, in-house courses, and studying for professional qualifications in order to gain any required CPD points. Skills: Excellent level of technical insurance skills, to be assessed by regular in-house testing. Accuracy and attention to detail. Ability to process work quickly and efficiently. Ability to prioritise work and meet deadlines. Excellent client service skills. Excellent level of negotiation and broking skills. Excellent oral and written communication skills. Ability to gather and analyse information from the client. Ability to identity and respond appropriately to an individual clients level of understanding. Ability to persuade and influence others. Qualifications: GCSE Maths and English (or equivalent). A levels (desirable). Certificate in Insurance (desirable). Our Culture: People First We've travelled far since opening our first office in 1994. Back then we were local experts - based in London, with direct access to the world's biggest insurance market. We're still locals, and we still deliver the right advice and the right insurance to our clients. But now, we're local all over the world. With 15,000 global colleagues and a partner network spanning more than 100 territories, we are the largest independent insurance broker in the world. But our values haven't changed since day one, when we set out to create a company grounded in: An employee-ownership model Aligned external investors The trust and integrity born of friendship Expertise Independence Our focus on being a people-first business has always been at the very heart of Howden. Our vision was to create an independent business with a unique culture; one that would survive and thrive as a business controlled by the people working for it. Our employee ownership model sets us apart in the market. It's created a culture of collaboration and innovation, where we're driven to think bigger and empowered to challenge convention. Our flat structure and entrepreneurial spirit help us attract the best people and empower them to be the best version of themselves. And when we bring in and nurture great talent, more follows. That makes us better - and that's better for everyone. Diversity & Inclusion At Howden we consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.
Apr 15, 2024
Full time
From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success. People come to Howden for lots of different reasons, but they stay for the same one: our culture. That's what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities - work/life balance, career progression, sustainability, volunteering - you'll find like-minded people driving change at Howden. Howden, Corporate & Commercial are on the hunt for a Senior Account Handler to support their team to deliver an excellent and comprehensive service in the administration of new business (supporting clients purchasing cover from us online via our quote and buy system), renewal and mid-term changes so that customers' needs are best satisfied through suitable cover and pricing. Offering professional advice to our corporate clients. Please note this is a full-time, permanent opportunity. You will be based in our Colchester office and ideally be onsite for 2 days per week on average. Overview: Assist in achieving Group/Division client retention targets by providing an excellent level of service. Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable). Obtain renewal terms and present to client. Produce and issue professional summaries and reports using Howden templates. Issue renewal documentation in line with contract certainty. Ensure premiums are collected prior to the commencement of cover and in line with Howden procedures. Prioritise and handle all work promptly and accurately. Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards. Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system. Produce accurate and professional documentation at all times using relevant Howden templates. Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium. Refer all queries that fall outside own experience, knowledge and authority to senior staff. Liaise with and assist other branches and Group Resources as necessary. Knowledge: Working knowledge of all the main classes of general insurance and the CII's Code of Ethics and GDPR. Must have a minimum of 5 years' corporate insurance experience. Responsibility for own personal development and for keeping own knowledge up to date by the use of e-learning, in-house courses, and studying for professional qualifications in order to gain any required CPD points. Skills: Excellent level of technical insurance skills, to be assessed by regular in-house testing. Accuracy and attention to detail. Ability to process work quickly and efficiently. Ability to prioritise work and meet deadlines. Excellent client service skills. Excellent level of negotiation and broking skills. Excellent oral and written communication skills. Ability to gather and analyse information from the client. Ability to identity and respond appropriately to an individual clients level of understanding. Ability to persuade and influence others. Qualifications: GCSE Maths and English (or equivalent). A levels (desirable). Certificate in Insurance (desirable). Our Culture: People First We've travelled far since opening our first office in 1994. Back then we were local experts - based in London, with direct access to the world's biggest insurance market. We're still locals, and we still deliver the right advice and the right insurance to our clients. But now, we're local all over the world. With 15,000 global colleagues and a partner network spanning more than 100 territories, we are the largest independent insurance broker in the world. But our values haven't changed since day one, when we set out to create a company grounded in: An employee-ownership model Aligned external investors The trust and integrity born of friendship Expertise Independence Our focus on being a people-first business has always been at the very heart of Howden. Our vision was to create an independent business with a unique culture; one that would survive and thrive as a business controlled by the people working for it. Our employee ownership model sets us apart in the market. It's created a culture of collaboration and innovation, where we're driven to think bigger and empowered to challenge convention. Our flat structure and entrepreneurial spirit help us attract the best people and empower them to be the best version of themselves. And when we bring in and nurture great talent, more follows. That makes us better - and that's better for everyone. Diversity & Inclusion At Howden we consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.
Company Info Greenwood Moreland are an insurance broker employing over 50 staff across 6 branch offices and control approx. £20m of GWP spread across a mix of commercial, niche and personal insurance clients. Greenwood Moreland are part of the wider JMG Group who have over 550 employees UK wide and place over £250m into the market annually click apply for full job details
Feb 01, 2024
Full time
Company Info Greenwood Moreland are an insurance broker employing over 50 staff across 6 branch offices and control approx. £20m of GWP spread across a mix of commercial, niche and personal insurance clients. Greenwood Moreland are part of the wider JMG Group who have over 550 employees UK wide and place over £250m into the market annually click apply for full job details
Job Title - Commercial Account HandlerContract - PermanentSalary - £30,000 - £35,000Location - OxfordshireIndustry - Insurance Broker (Insurance, Commercial, Broker, Broking) The Role:-An exciting opportunity has become available for a Commercial Account Handler to join an established expanding insurance brokerage. You will be offering a range of commercial products and supporting the Account Executives. Position would also suit someone who wants to learn commercial insurance as training will be given. Ideal role for someone looking to move over from personal lines/HNW insurance. Products offered:- Commercial Policies Property and Liability policies Commercial package policies (shops offices etc) Blocks of Flats/Commercial Property Owner policies Business Travel Insurance Group Personal Accident Commercial Legal Expenses Policies Directors & Officers Liability Professional Indemnity Liability Farm Insurance Farm Vehicle Insurance Motor Fleets Motor Trade Duties:- Administration of client's insurance requirements on a daily basis including general enquiries renewals mid- term adjustments obtaining quotations and accounting procedures. To provide technical administrative and customer service support to the sales executives Deal with incoming enquiries from client's insurers and other third parties in a professional and timely manner Manage client renewals including renewal documentation renewal quotations and accounting procedures ensuring FCA deadlines are adhered to. Administer mid-term adjustments. Input data onto the office systems. Liaise with insurers and other third parties regarding the administration of client's insurance needs. Provide technical and administrative support to the directors and sales executives. Assess assimilate analyse and present to insurers and underwriters to achieve risk acceptance at the most advantageous rate. To prepare customer reports on both new and existing risks to support the insurance sales executive. Accompany insurance sales executive on client visits. The account handler will have weekly meetings with sales executives to discuss their administration requirements and after sale work e.g. renewals. Skills and competences:- Communication skills - able to communicate to people with various levels of knowledge face to face over the telephone and in writing. Planning organisational and time management skills. Problem solving. Computer literate and thorough understanding of company software. Report writing. High level interpersonal skills - ability to build successful mutually beneficial business relationships. Experience required:- 2 years + insurance experience in any line of business. Benefits:- BUPA private medical care & dentistry 2 years life cover Pension Flexi Working - 2 days in the office each week Bright and modern offices If you have the relevant experience or know someone that does please contact us now on or email us at _To view all Current Vacancies or for more information on our Refer a Friend scheme contact one of our consultants or visit our website Note: Due to the sheer volume of applications we receive we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful
Dec 19, 2022
Full time
Job Title - Commercial Account HandlerContract - PermanentSalary - £30,000 - £35,000Location - OxfordshireIndustry - Insurance Broker (Insurance, Commercial, Broker, Broking) The Role:-An exciting opportunity has become available for a Commercial Account Handler to join an established expanding insurance brokerage. You will be offering a range of commercial products and supporting the Account Executives. Position would also suit someone who wants to learn commercial insurance as training will be given. Ideal role for someone looking to move over from personal lines/HNW insurance. Products offered:- Commercial Policies Property and Liability policies Commercial package policies (shops offices etc) Blocks of Flats/Commercial Property Owner policies Business Travel Insurance Group Personal Accident Commercial Legal Expenses Policies Directors & Officers Liability Professional Indemnity Liability Farm Insurance Farm Vehicle Insurance Motor Fleets Motor Trade Duties:- Administration of client's insurance requirements on a daily basis including general enquiries renewals mid- term adjustments obtaining quotations and accounting procedures. To provide technical administrative and customer service support to the sales executives Deal with incoming enquiries from client's insurers and other third parties in a professional and timely manner Manage client renewals including renewal documentation renewal quotations and accounting procedures ensuring FCA deadlines are adhered to. Administer mid-term adjustments. Input data onto the office systems. Liaise with insurers and other third parties regarding the administration of client's insurance needs. Provide technical and administrative support to the directors and sales executives. Assess assimilate analyse and present to insurers and underwriters to achieve risk acceptance at the most advantageous rate. To prepare customer reports on both new and existing risks to support the insurance sales executive. Accompany insurance sales executive on client visits. The account handler will have weekly meetings with sales executives to discuss their administration requirements and after sale work e.g. renewals. Skills and competences:- Communication skills - able to communicate to people with various levels of knowledge face to face over the telephone and in writing. Planning organisational and time management skills. Problem solving. Computer literate and thorough understanding of company software. Report writing. High level interpersonal skills - ability to build successful mutually beneficial business relationships. Experience required:- 2 years + insurance experience in any line of business. Benefits:- BUPA private medical care & dentistry 2 years life cover Pension Flexi Working - 2 days in the office each week Bright and modern offices If you have the relevant experience or know someone that does please contact us now on or email us at _To view all Current Vacancies or for more information on our Refer a Friend scheme contact one of our consultants or visit our website Note: Due to the sheer volume of applications we receive we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful
In the counties either side of the English / Welsh border, this broker is very much known as a local name; a firm you can trust, and one that understands the issues faced by those who live and work in rural areas. It is a long-established and much respected broker that has crafted a fine reputation for delivering the highest levels of customer service and innovative insurance solutions to clients from a variety of industry sectors. Over the past year or so, the team has appointed several new Account Executives to the Bromyard office, and now seeks to complement these with the appointment of an experienced Account Handler, to deal with either commercial or Agricultural clients, or a combination of the two. This broker's Agri' portfolio comprises pastoral and arable risks, as well as farms that have diversified to include enterprises such as fishing lakes, cafes and 'glamping' facilities. The commercial portfolio covers a range of industries reflecting the local business community, such as Retail, Haulage, Property Owners or Manufacturing. Depending on your skills and background, you could be dealing with SME clients paying less than £5K GWP, right up to much more complex corporate clients with premiums around the £50K mark. Ideally, you will have either commercial or agricultural insurance experience, and this will preferably have been gained in a broking environment but we will consider outstanding candidates from a personal lines background. Knowledge of the full range of commercial or agricultural covers would be beneficial, although there is ample support in house to help you to fill any gaps in expertise. You must also have a genuine passion for client service, excellent (written and verbal) communication skills, and pride yourself on your ability to build a friendly yet professional rapport with people from all walks of life. The firm is ideally seeking someone 5 days per week 9am-5pm although they will consider applications from outstanding candidates who seek slightly reduced hours. You will benefit from a basic salary that is very competitive in the local market, a company pension and support towards professional qualifications. Aston Charles - a personalised service from industry experts Financial Services and General Insurance Recruitment
Dec 19, 2022
Full time
In the counties either side of the English / Welsh border, this broker is very much known as a local name; a firm you can trust, and one that understands the issues faced by those who live and work in rural areas. It is a long-established and much respected broker that has crafted a fine reputation for delivering the highest levels of customer service and innovative insurance solutions to clients from a variety of industry sectors. Over the past year or so, the team has appointed several new Account Executives to the Bromyard office, and now seeks to complement these with the appointment of an experienced Account Handler, to deal with either commercial or Agricultural clients, or a combination of the two. This broker's Agri' portfolio comprises pastoral and arable risks, as well as farms that have diversified to include enterprises such as fishing lakes, cafes and 'glamping' facilities. The commercial portfolio covers a range of industries reflecting the local business community, such as Retail, Haulage, Property Owners or Manufacturing. Depending on your skills and background, you could be dealing with SME clients paying less than £5K GWP, right up to much more complex corporate clients with premiums around the £50K mark. Ideally, you will have either commercial or agricultural insurance experience, and this will preferably have been gained in a broking environment but we will consider outstanding candidates from a personal lines background. Knowledge of the full range of commercial or agricultural covers would be beneficial, although there is ample support in house to help you to fill any gaps in expertise. You must also have a genuine passion for client service, excellent (written and verbal) communication skills, and pride yourself on your ability to build a friendly yet professional rapport with people from all walks of life. The firm is ideally seeking someone 5 days per week 9am-5pm although they will consider applications from outstanding candidates who seek slightly reduced hours. You will benefit from a basic salary that is very competitive in the local market, a company pension and support towards professional qualifications. Aston Charles - a personalised service from industry experts Financial Services and General Insurance Recruitment
Aston Charles Ltd
Newcastle Upon Tyne, Tyne And Wear
This well-established MGA has a terrific reputation in the broker market and prides itself on its personal service, its flexible approach to underwriting, and the technical expertise of its staff. The company provides effective underwriting solutions to insurance brokers across a range of products, and is renowned for delivering where many insurers fail. As a result of ongoing growth, a need has arisen for an Underwriter to join the established team. Here, you will enjoy a varied role, which will include handling renewals, processing endorsements and providing new business quotations. You'll be dealing with a range of products, which depending on your experience, will include Commercial AND/ OR Motor Fleet insurance, and working alongside some of the most experienced underwriting specialists in the North East, you will receive comprehensive training to fill any knowledge gaps.It's essential that you have previous insurance experience in either Commercial or Fleet insurance, together with excellent communication skills. Just as importantly, you'll be well-organised, with the ability to work to tight deadlines.Refreshingly, not only will our client consider experienced Underwriters, they will also consider experienced Commercial Account Handlers / Insurance Brokers who would like to transition into an underwriting role.This is NOT a corporate insurer that is overly-bound by internal rules and regulations and as such, you will enjoy a great deal of flexibility and autonomy. This will include having the opportunity to meet with your broker clients as you see fit, in order to build and strengthen mutually-beneficial relationships. You'll also enjoy a huge amount of flexibility when it comes to hybrid-working. Although you'll be welcome in the office as much as you like, once you are competent in your role, you'll have the opportunity to work between your home and the office as you see fit.Our client is part of a large and expanding, independent insurance group and as such, this brings with it attractive career-development opportunities for the ambitious. We are open to candidates with a range of experience, from Junior Underwriters / Account Handlers with a couple of years' experience, right up to those currently at Senior Underwriter level.You'll be rewarded with an attractive basic salary, together with a range of company benefits including free parking. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website
Dec 19, 2022
Full time
This well-established MGA has a terrific reputation in the broker market and prides itself on its personal service, its flexible approach to underwriting, and the technical expertise of its staff. The company provides effective underwriting solutions to insurance brokers across a range of products, and is renowned for delivering where many insurers fail. As a result of ongoing growth, a need has arisen for an Underwriter to join the established team. Here, you will enjoy a varied role, which will include handling renewals, processing endorsements and providing new business quotations. You'll be dealing with a range of products, which depending on your experience, will include Commercial AND/ OR Motor Fleet insurance, and working alongside some of the most experienced underwriting specialists in the North East, you will receive comprehensive training to fill any knowledge gaps.It's essential that you have previous insurance experience in either Commercial or Fleet insurance, together with excellent communication skills. Just as importantly, you'll be well-organised, with the ability to work to tight deadlines.Refreshingly, not only will our client consider experienced Underwriters, they will also consider experienced Commercial Account Handlers / Insurance Brokers who would like to transition into an underwriting role.This is NOT a corporate insurer that is overly-bound by internal rules and regulations and as such, you will enjoy a great deal of flexibility and autonomy. This will include having the opportunity to meet with your broker clients as you see fit, in order to build and strengthen mutually-beneficial relationships. You'll also enjoy a huge amount of flexibility when it comes to hybrid-working. Although you'll be welcome in the office as much as you like, once you are competent in your role, you'll have the opportunity to work between your home and the office as you see fit.Our client is part of a large and expanding, independent insurance group and as such, this brings with it attractive career-development opportunities for the ambitious. We are open to candidates with a range of experience, from Junior Underwriters / Account Handlers with a couple of years' experience, right up to those currently at Senior Underwriter level.You'll be rewarded with an attractive basic salary, together with a range of company benefits including free parking. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website
Responsibilities: Looking after a book of existing commercial clients, inherited through the company Retaining client relationships by providing excellent customer service Responsible for growing the book by cross selling and business development Meet and exceed personal renewal and other relevant targets Required: 2 years commercial insurance experience, within broking Company Benefits: Annual bonus Death in Service CII qualifications fully funded Career progression available across the business at any level If you are a Commercial Account Handler, Commercial Insurance Broker, Commercial Account Executive, Insurance Sales Executive, Insurance Sales Advisor, Insurance Customer Service Advisor, Commercial Broker, Insurance Broker or Commercial Account Manager, please get in touch! Please note that we expect a high response to this position. If you have not had a response within the next 3 days, please assume that on this occasion you have been unsuccessful. Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy is available to view on our website. You can request to be 'forgotten' by emailing our admin team.
Dec 19, 2022
Full time
Responsibilities: Looking after a book of existing commercial clients, inherited through the company Retaining client relationships by providing excellent customer service Responsible for growing the book by cross selling and business development Meet and exceed personal renewal and other relevant targets Required: 2 years commercial insurance experience, within broking Company Benefits: Annual bonus Death in Service CII qualifications fully funded Career progression available across the business at any level If you are a Commercial Account Handler, Commercial Insurance Broker, Commercial Account Executive, Insurance Sales Executive, Insurance Sales Advisor, Insurance Customer Service Advisor, Commercial Broker, Insurance Broker or Commercial Account Manager, please get in touch! Please note that we expect a high response to this position. If you have not had a response within the next 3 days, please assume that on this occasion you have been unsuccessful. Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy is available to view on our website. You can request to be 'forgotten' by emailing our admin team.
Commission Claim Handler Redhill, Surrey (hybrid) £23 - £28,000 plus package Leading financial services company based in Redhill have an immediate need for a Commission Claim Handler: For customers who have raised a complaint or issue, you will be more than just a friendly voice to answer their questions; you will be an attentive listener and problem solver too to get to the bottom of their complaint. This role is so rewarding as you are able to assist a customer with a simple complaint or be required to handle a more complex situation, whilst protecting their information through GDPR and data protection guidelines. This is a varied and interactive role where no two days are the same. You will be joining a supportive team of advisors and are guided, trained, and developed by a dedicated team leader. What you'll be doing Ensure exceptional customer service is provided to complainants Adhere to company complaints policies & procedures Acknowledging, drafting, and sending out complaints promptly written and verbally Responding to all complaints within set time limits, systematically and fairly Resolving customers' queries within agreed authority Investigating the cause of individual complaints Gathering information from relevant departments Ensure complaints are managed in line with TCF and FCA regulation considerations ensuring complaints are managed fairly, accurately, and clearly Make suggestions to improve processes and documentation to reduce complaint What we're looking for A team player, whilst also being able to work autonomously Strong interpersonal skills and an excellent telephone manner Ability to work well under pressure and to tight deadlines Highly organised and possess strong planning skills Positive and enthusiastic approach Receptive to change GCSE or equivalent in Maths and English at grades A-C Previous complaint handling experience is desirable Adequate computer literacy and numeracy skills Good verbal and written communication skills What we offer We have a range of benefits available which include: 25 days holiday per annum, plus bank holidays. Pension contribution. Minimum 3% with an employer matched contribution. Corporate rates for private medical insurance and other insurance products Employee assistant programme Enhanced family friendly policies Sharesave scheme Discounts on high street brands Local retail discounts Other things you need to know The starting salary for this role is £23,000 - £28,000 per annum plus bonus potential and £500 flexible benefit allowance. This is based on the candidates level of customer relations experience and knowledge of the financial services industry. The department operates between the hours of 9am - 5pm Monday to Friday so you will be required to work these hours with a 1-hour unpaid break each day. This is a full time, 35 hour a week, hybrid-based role. TLP Consultancy Ltd is acting as an Employment Agency in relation to this vacancy.
Dec 19, 2022
Full time
Commission Claim Handler Redhill, Surrey (hybrid) £23 - £28,000 plus package Leading financial services company based in Redhill have an immediate need for a Commission Claim Handler: For customers who have raised a complaint or issue, you will be more than just a friendly voice to answer their questions; you will be an attentive listener and problem solver too to get to the bottom of their complaint. This role is so rewarding as you are able to assist a customer with a simple complaint or be required to handle a more complex situation, whilst protecting their information through GDPR and data protection guidelines. This is a varied and interactive role where no two days are the same. You will be joining a supportive team of advisors and are guided, trained, and developed by a dedicated team leader. What you'll be doing Ensure exceptional customer service is provided to complainants Adhere to company complaints policies & procedures Acknowledging, drafting, and sending out complaints promptly written and verbally Responding to all complaints within set time limits, systematically and fairly Resolving customers' queries within agreed authority Investigating the cause of individual complaints Gathering information from relevant departments Ensure complaints are managed in line with TCF and FCA regulation considerations ensuring complaints are managed fairly, accurately, and clearly Make suggestions to improve processes and documentation to reduce complaint What we're looking for A team player, whilst also being able to work autonomously Strong interpersonal skills and an excellent telephone manner Ability to work well under pressure and to tight deadlines Highly organised and possess strong planning skills Positive and enthusiastic approach Receptive to change GCSE or equivalent in Maths and English at grades A-C Previous complaint handling experience is desirable Adequate computer literacy and numeracy skills Good verbal and written communication skills What we offer We have a range of benefits available which include: 25 days holiday per annum, plus bank holidays. Pension contribution. Minimum 3% with an employer matched contribution. Corporate rates for private medical insurance and other insurance products Employee assistant programme Enhanced family friendly policies Sharesave scheme Discounts on high street brands Local retail discounts Other things you need to know The starting salary for this role is £23,000 - £28,000 per annum plus bonus potential and £500 flexible benefit allowance. This is based on the candidates level of customer relations experience and knowledge of the financial services industry. The department operates between the hours of 9am - 5pm Monday to Friday so you will be required to work these hours with a 1-hour unpaid break each day. This is a full time, 35 hour a week, hybrid-based role. TLP Consultancy Ltd is acting as an Employment Agency in relation to this vacancy.
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
Litigated Recoveries File Handler Job Purpose The role is to take responsibility for the litigation elements of the recovery process maximising the financial recovery to the Client. Key Accountabilities Reviewing, reporting and setting strategy on new instructions including identifying any technical issues with the file and handling appropriately. Organising, prioritising and handling own workload in line with standard operating procedures to ensure that critical dates are met and KPI's and SLA's are achieved. Effective management of the litigation process to ensure KPI's and SLA's are achieved: o Obtaining policyholder's consent to issue o Drafting and issuing of legal documents including claim form, DQ and witness statements. o Adherence to Court timetables o Negotiation of quantum on appropriate cases Effective use of the case management system to ensure: o Reserving and all other key information is accurate and updated in a timely manner. o Critical dates are met o All actions/strategies are documented by way of a file note o All documents in the history are clearly labelled. Delivering quality work, as a minimum meeting audit benchmark standards. Driving own personal development. Contributes to team effort by working collaboratively to ensure that team targets are achieved and by positively contributing to team morale. Working Hours 35 hours per week Monday - Friday 9am - 5pm with 1 unpaid hour for lunch. Essential Skills and Attributes Good knowledge of the Road Traffic Act and an awareness of RTA Insurer and Article 75 status. Experience of working in a legal environment. Preferably experience of quantum and liability negotiations. Experience of issuing part 7 claims desirable Demonstrate experience of and the ability to: o Work to set deadlines o Deal with calls and enquiries from customers, suppliers and/or the public o Organise and prioritise their workload o Work as part of a team IT literate: proficient in use of Microsoft Office packages (Excel and Word) Excellent listening and verbal communication skills Ability to remain calm under pressure Ability to take constructive feedback and set personal goals for continuous improvement. Benefits Package 25 days holiday per year (opportunity to buy & sell 3 days) Family Cover Private Medical Insurance Bupa Health Cash Plan Life assurance Critical Illness Cover PHI/Income Protection Pension Contribution based Cycle to Work Scheme Tech Scheme Season Ticket Loan Car Parking Scheme Gym Flex Access to Online Discount Sites Discounted Gourmet Society Membership Discounted Tickets for Merlin Attractions nationwide Discounts at local retail outlets after successfully completing probation Values Our culture is focussed on making Keoghs sustainable and successful for our people and clients, with this our five values are at the heart of everything we do; Keoghs values We listen, are down to earth and supportive We work together towards a common goal We're friendly with a can do attitude We care about our clients We evolve
Dec 12, 2022
Full time
Litigated Recoveries File Handler Job Purpose The role is to take responsibility for the litigation elements of the recovery process maximising the financial recovery to the Client. Key Accountabilities Reviewing, reporting and setting strategy on new instructions including identifying any technical issues with the file and handling appropriately. Organising, prioritising and handling own workload in line with standard operating procedures to ensure that critical dates are met and KPI's and SLA's are achieved. Effective management of the litigation process to ensure KPI's and SLA's are achieved: o Obtaining policyholder's consent to issue o Drafting and issuing of legal documents including claim form, DQ and witness statements. o Adherence to Court timetables o Negotiation of quantum on appropriate cases Effective use of the case management system to ensure: o Reserving and all other key information is accurate and updated in a timely manner. o Critical dates are met o All actions/strategies are documented by way of a file note o All documents in the history are clearly labelled. Delivering quality work, as a minimum meeting audit benchmark standards. Driving own personal development. Contributes to team effort by working collaboratively to ensure that team targets are achieved and by positively contributing to team morale. Working Hours 35 hours per week Monday - Friday 9am - 5pm with 1 unpaid hour for lunch. Essential Skills and Attributes Good knowledge of the Road Traffic Act and an awareness of RTA Insurer and Article 75 status. Experience of working in a legal environment. Preferably experience of quantum and liability negotiations. Experience of issuing part 7 claims desirable Demonstrate experience of and the ability to: o Work to set deadlines o Deal with calls and enquiries from customers, suppliers and/or the public o Organise and prioritise their workload o Work as part of a team IT literate: proficient in use of Microsoft Office packages (Excel and Word) Excellent listening and verbal communication skills Ability to remain calm under pressure Ability to take constructive feedback and set personal goals for continuous improvement. Benefits Package 25 days holiday per year (opportunity to buy & sell 3 days) Family Cover Private Medical Insurance Bupa Health Cash Plan Life assurance Critical Illness Cover PHI/Income Protection Pension Contribution based Cycle to Work Scheme Tech Scheme Season Ticket Loan Car Parking Scheme Gym Flex Access to Online Discount Sites Discounted Gourmet Society Membership Discounted Tickets for Merlin Attractions nationwide Discounts at local retail outlets after successfully completing probation Values Our culture is focussed on making Keoghs sustainable and successful for our people and clients, with this our five values are at the heart of everything we do; Keoghs values We listen, are down to earth and supportive We work together towards a common goal We're friendly with a can do attitude We care about our clients We evolve
Aston Charles Ltd
Newcastle Upon Tyne, Tyne And Wear
This well-established MGA has a terrific reputation in the broker market and prides itself on its personal service, its flexible approach to underwriting, and the technical expertise of its staff. The company provides effective underwriting solutions to insurance brokers across a range of products, and is renowned for delivering where many insurers fail. As a result of ongoing growth, a need has arisen for an Underwriter to join the established team. Here, you will enjoy a varied role, which will include handling renewals, processing endorsements and providing new business quotations. You'll be dealing with a range of products, which depending on your experience, will include Commercial AND/ OR Motor Fleet insurance, and working alongside some of the most experienced underwriting specialists in the North East, you will receive comprehensive training to fill any knowledge gaps.It's essential that you have previous insurance experience in either Commercial or Fleet insurance, together with excellent communication skills. Just as importantly, you'll be well-organised, with the ability to work to tight deadlines.Refreshingly, not only will our client consider experienced Underwriters, they will also consider experienced Commercial Account Handlers / Insurance Brokers who would like to transition into an underwriting role.This is NOT a corporate insurer that is overly-bound by internal rules and regulations and as such, you will enjoy a great deal of flexibility and autonomy. This will include having the opportunity to meet with your broker clients as you see fit, in order to build and strengthen mutually-beneficial relationships. You'll also enjoy a huge amount of flexibility when it comes to hybrid-working. Although you'll be welcome in the office as much as you like, once you are competent in your role, you'll have the opportunity to work between your home and the office as you see fit.Our client is part of a large and expanding, independent insurance group and as such, this brings with it attractive career-development opportunities for the ambitious. We are open to candidates with a range of experience, from Junior Underwriters / Account Handlers with a couple of years' experience, right up to those currently at Senior Underwriter level.You'll be rewarded with an attractive basic salary, together with a range of company benefits including free parking. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website
Dec 09, 2022
Full time
This well-established MGA has a terrific reputation in the broker market and prides itself on its personal service, its flexible approach to underwriting, and the technical expertise of its staff. The company provides effective underwriting solutions to insurance brokers across a range of products, and is renowned for delivering where many insurers fail. As a result of ongoing growth, a need has arisen for an Underwriter to join the established team. Here, you will enjoy a varied role, which will include handling renewals, processing endorsements and providing new business quotations. You'll be dealing with a range of products, which depending on your experience, will include Commercial AND/ OR Motor Fleet insurance, and working alongside some of the most experienced underwriting specialists in the North East, you will receive comprehensive training to fill any knowledge gaps.It's essential that you have previous insurance experience in either Commercial or Fleet insurance, together with excellent communication skills. Just as importantly, you'll be well-organised, with the ability to work to tight deadlines.Refreshingly, not only will our client consider experienced Underwriters, they will also consider experienced Commercial Account Handlers / Insurance Brokers who would like to transition into an underwriting role.This is NOT a corporate insurer that is overly-bound by internal rules and regulations and as such, you will enjoy a great deal of flexibility and autonomy. This will include having the opportunity to meet with your broker clients as you see fit, in order to build and strengthen mutually-beneficial relationships. You'll also enjoy a huge amount of flexibility when it comes to hybrid-working. Although you'll be welcome in the office as much as you like, once you are competent in your role, you'll have the opportunity to work between your home and the office as you see fit.Our client is part of a large and expanding, independent insurance group and as such, this brings with it attractive career-development opportunities for the ambitious. We are open to candidates with a range of experience, from Junior Underwriters / Account Handlers with a couple of years' experience, right up to those currently at Senior Underwriter level.You'll be rewarded with an attractive basic salary, together with a range of company benefits including free parking. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website
In the counties either side of the English / Welsh border, this broker is very much known as a local name; a firm you can trust, and one that understands the issues faced by those who live and work in rural areas. It is a long-established and much respected broker that has crafted a fine reputation for delivering the highest levels of customer service and innovative insurance solutions to clients from a variety of industry sectors. Over the past year or so, the team has appointed several new Account Executives to the Bromyard office, and now seeks to complement these with the appointment of an experienced Account Handler, to deal with either commercial or Agricultural clients, or a combination of the two. This broker's Agri' portfolio comprises pastoral and arable risks, as well as farms that have diversified to include enterprises such as fishing lakes, cafes and 'glamping' facilities. The commercial portfolio covers a range of industries reflecting the local business community, such as Retail, Haulage, Property Owners or Manufacturing. Depending on your skills and background, you could be dealing with SME clients paying less than £5K GWP, right up to much more complex corporate clients with premiums around the £50K mark. Ideally, you will have either commercial or agricultural insurance experience, and this will preferably have been gained in a broking environment but we will consider outstanding candidates from a personal lines background. Knowledge of the full range of commercial or agricultural covers would be beneficial, although there is ample support in house to help you to fill any gaps in expertise. You must also have a genuine passion for client service, excellent (written and verbal) communication skills, and pride yourself on your ability to build a friendly yet professional rapport with people from all walks of life. The firm is ideally seeking someone 5 days per week 9am-5pm although they will consider applications from outstanding candidates who seek slightly reduced hours. You will benefit from a basic salary that is very competitive in the local market, a company pension and support towards professional qualifications. Aston Charles - a personalised service from industry experts Financial Services and General Insurance Recruitment
Dec 09, 2022
Full time
In the counties either side of the English / Welsh border, this broker is very much known as a local name; a firm you can trust, and one that understands the issues faced by those who live and work in rural areas. It is a long-established and much respected broker that has crafted a fine reputation for delivering the highest levels of customer service and innovative insurance solutions to clients from a variety of industry sectors. Over the past year or so, the team has appointed several new Account Executives to the Bromyard office, and now seeks to complement these with the appointment of an experienced Account Handler, to deal with either commercial or Agricultural clients, or a combination of the two. This broker's Agri' portfolio comprises pastoral and arable risks, as well as farms that have diversified to include enterprises such as fishing lakes, cafes and 'glamping' facilities. The commercial portfolio covers a range of industries reflecting the local business community, such as Retail, Haulage, Property Owners or Manufacturing. Depending on your skills and background, you could be dealing with SME clients paying less than £5K GWP, right up to much more complex corporate clients with premiums around the £50K mark. Ideally, you will have either commercial or agricultural insurance experience, and this will preferably have been gained in a broking environment but we will consider outstanding candidates from a personal lines background. Knowledge of the full range of commercial or agricultural covers would be beneficial, although there is ample support in house to help you to fill any gaps in expertise. You must also have a genuine passion for client service, excellent (written and verbal) communication skills, and pride yourself on your ability to build a friendly yet professional rapport with people from all walks of life. The firm is ideally seeking someone 5 days per week 9am-5pm although they will consider applications from outstanding candidates who seek slightly reduced hours. You will benefit from a basic salary that is very competitive in the local market, a company pension and support towards professional qualifications. Aston Charles - a personalised service from industry experts Financial Services and General Insurance Recruitment
Across Mid-Wales, this broker is very much known as a local name; a firm you can trust, and one that truly understands the issues faced by those who live and work in rural areas. This is a long-established and much respected broker that has crafted a fine reputation for delivering the highest levels of customer service and innovative insurance solutions for clients from a variety of industry sectors. Over the past year or so, the team has appointed several new Account Executives to the Brecon office, and now seeks to complement these with the appointment of an experienced Account Handler to deal with either commercial or agricultural clients, or a combination of the two. This broker's Agri' portfolio comprises pastoral and arable risks, as well as farms that have diversified to include enterprises such as fishing lakes, cafes and 'glamping' facilities. The commercial portfolio covers a range of industries reflecting the local business community, such as Retail, Haulage, Property Owners or Manufacturing. Depending on your skills and background, you could be dealing with SME clients paying less than £5K GWP, right up to much more complex corporate clients with premiums around the £50K mark. Ideally, you will have either commercial or agricultural insurance experience, and this will preferably have been gained in a broking environment but we will consider outstanding candidates from a personal lines background. Knowledge of the full range of commercial or agricultural covers would be beneficial, although there is ample support in-house to help you to fill any gaps in expertise. You must also have a genuine passion for client service, excellent communication skills (written and verbal), and you'll pride yourself on your ability to build a friendly yet professional rapport with people from all walks of life. This broker is operating out of fantastic new offices and has ample parking onsite, as well as a convenient local high street with shops, cafés and a post office etc. The firm is ideally seeking someone 5 days per week 9am-5pm, although it will consider applications from outstanding candidates who are seeking slightly reduced hours. You will benefit from a basic salary that is very competitive in the local market, a company pension and support towards professional qualifications. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website.
Dec 08, 2022
Full time
Across Mid-Wales, this broker is very much known as a local name; a firm you can trust, and one that truly understands the issues faced by those who live and work in rural areas. This is a long-established and much respected broker that has crafted a fine reputation for delivering the highest levels of customer service and innovative insurance solutions for clients from a variety of industry sectors. Over the past year or so, the team has appointed several new Account Executives to the Brecon office, and now seeks to complement these with the appointment of an experienced Account Handler to deal with either commercial or agricultural clients, or a combination of the two. This broker's Agri' portfolio comprises pastoral and arable risks, as well as farms that have diversified to include enterprises such as fishing lakes, cafes and 'glamping' facilities. The commercial portfolio covers a range of industries reflecting the local business community, such as Retail, Haulage, Property Owners or Manufacturing. Depending on your skills and background, you could be dealing with SME clients paying less than £5K GWP, right up to much more complex corporate clients with premiums around the £50K mark. Ideally, you will have either commercial or agricultural insurance experience, and this will preferably have been gained in a broking environment but we will consider outstanding candidates from a personal lines background. Knowledge of the full range of commercial or agricultural covers would be beneficial, although there is ample support in-house to help you to fill any gaps in expertise. You must also have a genuine passion for client service, excellent communication skills (written and verbal), and you'll pride yourself on your ability to build a friendly yet professional rapport with people from all walks of life. This broker is operating out of fantastic new offices and has ample parking onsite, as well as a convenient local high street with shops, cafés and a post office etc. The firm is ideally seeking someone 5 days per week 9am-5pm, although it will consider applications from outstanding candidates who are seeking slightly reduced hours. You will benefit from a basic salary that is very competitive in the local market, a company pension and support towards professional qualifications. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website.