Insurance Broker

Posted 4 days ago by Insurance Search
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A fantastic opportunity has arisen for an Commercial Account Handler and a Trainee Account Handler to join a leading Commercial Insurance Broker in Exeter.

The Opportunity

You will have the chance to:

- Be part of a friendly and family run firm who put their staff first

- Gain experience of working on high quality Commercial Insurance matters

- Progress your career quickly as the firm continues to grow

The Role

This is a support based role working to assist a broking team of Account Executives, to help deliver a comprehensive insurance service to existing and new customers.

This will involve, compiling client information and fact finds, liaising with insurers on quotations, inviting and confirming renewals, dealing with mid-term adjustments, providing assistance with claims issues and the collection of premiums.

Additional duties will include:

- Thoroughly checking all client documentation before despatch

- Controlling your own diary system

- Taking instructions from existing customers in respect of alterations to current policies, ensuring insurers are notified and records updated.

- Offering renewal of clients’ policies with current insurer or new insurer, as appropriate.

The Person

This role would ideally suit an Account Handler or Account Technician who has 1 - 4 years’ experience working in a similar position for another Insurance Broker.

You will ideally:

- Possess practical working experience of the commercial insurance process

- Have excellent communication skills to liaise with various parties

- Be well organised and prioritise tasks in order of importance

- Be a strong team player and assist with colleagues when required

- Have a working knowledge of FCA regulations and other legal requirements

- Possess excellent IT skills across Microsoft Office programs such as Outlook, Word & Excel


You will benefit from the following:

- Salary up to £25,000 depending on experience

- Subsidised Gym & Golf Membership

- Generous Bonus Package

- Hours 9am to 5pm, Monday to Friday (35 hours per week) with flexible hours


To find out more about this fantastic opportunity to join a market leading firm, please contact us or apply now.

Required skills

  • Insurance
  • Account Handler
  • Commercial Account Handler
  • Insurance Consultant
  • Client Technician

Reference: 39964313

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