The Role

• Ensure accuracy, efficiency, and professionalism in dealings with clients and insurers, covering new business, renewals, mid-term adjustments, claims, queries, premium financing arrangements
• Ensure full compliance with FCA regulations and company procedures, as outlined in the Conduct Policies and Guides to Best Practice
• Handle complaints in accordance with regulations, the Company’s Conduct Policy, and Guide to Best Practice
• Conduct learning, training, and assessment exercises in line with the individual T&C scheme. Identify areas for personal development as required
• Maintain a high level of customer service and promote exceptional customer care standards.
• Develop and maintain professional working relationships with clients, providing expert product advice and guidance
• Actively secure renewal business by re-broking existing business for the most suitable and cost-effective cover
• Promote and increase the use of in-house premium finance from insurer schemes
• Support the Account Executive with duties as required
• Ensure all Key Performance Indicators are achieved in compliance with FCA regulations
• Adhere to the company’s Guides to Best Practice, ensuring a full understanding of relevant subjects such as commercial and consumer business, consumer credit, complaints, contract certainty, errors & omissions, training and competence, conflicts of interest, treating customers fairly, whistle-blowing, financial crime, data security, and record-keeping
• Ensure compliance with company employment policies, Individual Conduct rules, and Conduct policies
• Take responsibility for meeting the reporting requirements of the FCA where appropriate
• Perform regular file and sales audits to ensure staff adherence to FCA compliance
• All employees are responsible for engaging with senior management to ensure consistent fair treatment of customers, observing all TCF procedures
• Conduct learning, training, and assessment exercises according to the T&C scheme
• Attend supervision sessions, team and management meetings, and in-house and external training courses as agreed
• Develop and maintain effective relationships with insurers and underwriters for the benefit of the company and its clients
• Comply with the administration requirements of any given insurer
• Assimilate all company literature circulated by the firm or its agencies
• Follow the Health and Safety manual, keeping the office clear and presentable
• Undertake any other reasonable duties as directed by your line manager

About You

• Working knowledge of most commercial insurance products
• Experience as an Account Handler in a similar broking environment
• Experience working to high standards of FCA compliance
• Attention to detail
• Confident communicator
• Building strong relationships
• IT skills including use of insurance IT systems (e.g., Acturis, Open GI, Microsoft products)
• Organisational skills
• Willingness to work towards Cert CII
• Satisfy all pre-employment checks required for the role, including criminal records and credit check
• Evidence of CPD records
• Minimum of 5 years' experience in commercial insurance

Benefits

• Free parking
• Employee discounts