Account Handler (HNW Household) - Lycetts Insurance Brokers
Benefact Group
- Godalming, Surrey
- Permanent
- Full-time
- Engage with clients and prepare renewal documentation ahead of renewal dates.
- Be the welcoming face for incoming new business inquiries, crafting impressive new business submissions and quotations.
- Utilise your negotiation finesse to secure alternative quotes, always striving for the best outcome, where appropriate.
- Deal with the documentation, invoices, credit notes, and more, ensuring a seamless experience for our clients.
- Comply with file management, compliance procedures, and FCA guidelines, maintaining meticulously updated records.
- Nurture strong relationships with esteemed insurance companies.
- A proactive and organised approach to all activities.
- Communicate confidently and clearly, both in writing and verbally.
- Good negotiation skills and the ability to build valuable connections with clients and insurers/underwriters.
- Good organisational abilities
- Present yourself impeccably, bring your strong work ethic to the table, and contribute proactively within the team.
- Thrive autonomously and harmoniously within a collaborative team setting.
- A competitive salary - let's discuss it
- Flexible and hybrid working available upon successful completion of probation
- Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
- Annual Bonus scheme (Discretionary based on individual and company performance)
- Life Assurance cover up to 4 x salary
- 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
- Career development opportunities with funded support and financial incentives for all professional qualifications.