About the role
Account handler- SME- Southampton
Due to continued growth and expansion, are seeking to appoint an experienced Account Handler, with a focus on a mix of Commercial and Personal Lines products. You will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance. Our Account Handlers ensure that a quality service is provided to all clients in accordance with their needs and requirements.
Key duties will include
Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role
Managing existing commercial & personal lines insurance policies
Completing premium financing arrangements where required
Advising clients on existing products in accordance with their needs
Ensure bad debt queries are dealt with efficiently and in line with company procedure
Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices
Handle any complaints in accordance with regulation, the Company’s Conduct Policy
Take part in tailored learning, training and assessment courses and identify further areas for own development as required
Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times
Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
What we’re looking for
Our Account Handlers are vital in ensuring that clients have a professional and compliant experience. To be successful in the role, you must have the following skills.
Previous experience gained from working as an Account Handler in a similar broking environment
Working knowledge of most commercial and personal insurance products
Experience of working to high standards and FCA Compliance
Strong administration skills, coupled with a very keen eye for detail
Ability to prioritise and organise own workload to ensure deadlines are met
Numerical accuracy
Exemplary communication skills, in person, on the phone and via email
Strong time management skills, with the ability to meet deadlines
IT proficiency with the use of most MS Office products and ideally a broking platform such as Acturis
Regulatory and compliance awareness
What we offer
Competitive salary commensurate with level of experience
Company Pension scheme
Generous holiday entitlement & Birthday off
Death in service scheme
This is an office based role, covering Monday-Friday
NRG is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy