Due to company growth, an exciting opportunity has arisen for an experienced Wealth Management Administrator to join a reputable financial services provider in York. Responsibilities will include answering the telephone and professionally dealing with clients and product providers, obtaining quotes and valuations, processing business and generally providing full all round support to a team of Independent Financial Planners. You will...
Highly respected independent broker based in the Leeds area seeks to recruit an experienced Commercial Broker to service a portfolio of commercial risks. Working alongside the Managing Director you will be responsible for broking new business and obtaining and negotiating quotations for the renewal of existing accounts. You will also handle all adjustments including extensions of cover and ensure that all relevant documentation is kept up t...
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Date: Today
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Bristol, Avon
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£23,000 - £26,000 per annum
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11 applications
A new vacancy has arisen for a Commercial Account Handler to join a well established insurance practice based in Bristol. You will provide excellent customer service to each of the clients for which the Account Handler has responsibility whilst continuing to maximise client retention, enhance the revenue stream from the existing client base and undertaking an active sales role in generating new business. This position will involve processin...
The successful Account Handler will be responsible for preparing renewal schedules and contacting clients prior to renewal within compliance manual timescales. You will negotiate alternative quotes - prior to renewal dates - where appropriate, deal with all documentation, invoices, credit notes, etc. ensuring a smooth and trouble-free renewal for the client and handle all the claims efficiently and within regulatory timescales time scales. ...
Leading commercial insurance broker has a vacancy for a Commercial Account Handler in Somerset. The role will involve providing back office support to account executives whilst ensuring full FSA compliance and ensuring a quality service is provided to all clients in accordance with their needs and requirements. Commercial business: Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer and conduct...
Working for a large insurer, you will be expected to work from a home base dealing with complex household Buildings & contents) and HNW losses typically up to £150,000 in value, across all perils. Provided with laptop technology etc, you will be expected to deal with losses on a cradle to grave basis undertaking visits to insureds properties to assess the loss, gather evidence establish any recovery options and advise policyholders...
Working for a large insurer, you will be expected to work from a home base dealing with complex household Buildings & contents) and HNW losses typically up to £150,000 in value, across all perils. Provided with laptop technology etc, you will be expected to deal with losses on a cradle to grave basis undertaking visits to insureds properties to assess the loss, gather evidence establish any recovery options and advise policyholders...
Working for a large insurer, you will be expected to work from a home base dealing with complex household Buildings & contents) and HNW losses typically up to £150,000 in value, across all perils. Provided with laptop technology etc, you will be expected to deal with losses on a cradle to grave basis undertaking visits to insureds properties to assess the loss, gather evidence establish any recovery options and advise policyholders...
Working in conjunction with the company's insurance brokers, insurers and solicitors in dealing with the company's claims, you will arrange for the completion of any claim form and collation of supporting documentation in processing the prospective loss. Predominantly dealing with Liability and Motor claims, you will work with both delegated settlement authority and insurer settled claims, liaising with any interested parties to concl...
A new vacancy has arisen for a Broker Development Executive to join a leading insurance brokerage. Working from your homebase within the Midlands you will be responsible for ensuring new brokers are contracted. You will regularly review the product offerings and recommend solutions for improvement. You will raise the profile of the company within the broker community. Applicants applying for this vacancy will ideally be ACII qualifie...
Paraplanner required to work for an IFA in Harrogate. An exciting opportunity has arisen for an experienced Paraplanner to join a reputable IFA practice based in Harrogate. The successful incumbent will be responsible for providing support to Independent Financial Advisers who give advice on pensions, investments and protection to mainly private clients, some corporate. You will analyse fact find information, research...
An excellent opportunity has arisen for an experience Personal Lines Broker/ Personal Lines Account Handler to join a reputable and well established insurance brokerage based in Newcastle. The successful incumbent will be responsible for providing an excellent level of service to a portfolio of existing clients looking after their household, travel and motor insurance needs. Although you will deal with predominantly existing busines...
Paraplanner required to work for an IFA in Harrogate. An exciting opportunity has arisen for an experienced Paraplanner to join a reputable IFA practice based in Harrogate. The successful incumbent will be responsible for providing support to Independent Financial Advisers who give advice on pensions, investments and protection to mainly private clients, some corporate. You will analyse fact find information, research...
11 jobs matching this search were posted in the last week
An opportunity has arisen for an experienced Financial Planning Administrator to join a reputable practice of IFAs based in Harrogate. The main purpose of the role is to be responsible for providing administration support to two IFA consultants. You will be the initial point of contact for clients, products providers and IFAs, prepare documents for meetings, process new business, obtain valuations and quotations, create reports and i...
An excellent opportunity has arisen for an experience Personal Lines Broker/ Personal Lines Account Handler to join a reputable and well established insurance brokerage based in Newcastle. The successful incumbent will be responsible for providing an excellent level of service to a portfolio of existing clients looking after their household, travel and motor insurance needs. Although you will deal with predominantly existing business,...
A Commercial Broker/Account Handler is now required to work for a reputable insurance brokerage in their Leicester office. You will be responsible for handling both new and existing business covering all classes of commercial including property, liabilities, SME, package and commercial combined. You will obtain quotes and process business working closely with underwriters to ensure as many risks are covered as possible working in t...
A Commercial Broker/Account Handler is now required to work for a reputable insurance brokerage in their Leicester office. You will be responsible for handling both new and existing business covering all classes of commercial including property, liabilities, SME, package and commercial combined. You will obtain quotes and process business working closely with underwriters to ensure as many risks are covered as possible working in t...
Our client is a leader in their specialist field of niche insurance. The role will involve underwriting and pricing of the product and monitoring its performance/premiums against any ongoing claims. Negotiating renewal terms, reviewing frequency and nature of claims submitted and discussing points of referral with Account Managers and clients direct. Clients can range from major high street retailers to smaller independent companies. <...
Our client, a long established insurance broker in East Yorkshire, has a vacancy for a Commercial Broker. The role will involve being responsible for servicing a portfolio of commercial accounts, broking new business and obtaining and negotiating quotations for the renewal of existing accounts. Handling all adjustments including extensions of cover, ensuring that all relevant documentation is kept up to date. Applicants applying for ...
An excellent opportunity has arisen for a Farm Underwriter to join an insurance company based in Harrogate. You will be responsible for servicing a portfolio of commercial farm packages, broking new business and obtaining and negotiating quotations for the renewal of existing accounts. You will also handle all adjustments including extensions of cover and ensure that all relevant documentation is kept up to date. It is...
Successful independent commercial lines broker has a vacancy for a Development Executive. The dedicated motor trade department is looking for someone to assist in the development of the motor trade book of business. To be responsible for building and managing own portfolio of Motor Trade risks, as well as helping to develop and grow an existing book. This is an exciting opportunity for the right candidate to join an established team and hav...
A well respected national insurance broker is seeking to recruit a New Business Executive to work in Leeds. The role will involve being responsible for the development of new and existing accounts. Undertaking the prospecting of potential clients through advertising, business development, trade associations and visits to clients' offices to discuss their insurance requirements. Will work in conjunction with internal brokers, making full mar...
A new vacancy has arisen for an Account Executive to join an established insurance brokerage in West Yorkshire. You will be responsible for servicing and developing a small number of medium and large commercial and corporate accounts. You will be working closely with account handlers and the new business team on the prospecting of clients. Applicants applying for this vacancy will ideally possess relevant insurance experience within...
Our client, a leading insurer, has a vacancy in Leeds for an Underwriting Assistant to provide administration and underwriting support across all areas of the company. A new vacancy has arisen within this leading insurer for an Underwriting Assistant in Leeds to provide administrative and underwriting support across all areas of the company. The role will involve assisting with the prioritisation and allocation of new business qu...
Specialist Financial Services group are looking to secure the services of a Household Insurance specialist who can help them develop and grow a new team for their online product with a large national insurer/provider. The role will develop into that of Team Leader as they grow the division but initially the role will be to grow the account through dealing with existing clients to the group (over 30,000 currently) in offering a very competit...
