About the role

Account handler- SME- Southampton

Due to continued growth and expansion, our client is 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

We want to ensure that our customers walk away with the right level of insurance cover, always. We build relationships with our clients, carefully listening to their needs and tailoring a policy that’s built around them. This way they can be sure that their insurance policy actually covers what they expect it to, so if they need to make a claim, their cover will be there to help them.

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.