Broker (Account Handler)

Romero Insurance Group; Leeds, Harrogate, Halifax, Nottingham; On-site; GBP 30,000 - 50,000; Full time

Job summary

Romero Insurance Group is seeking an Account Manager to manage commercial clients and maintain strong relationships. In this role, you will negotiate with insurers, handle client queries, and ensure compliance with FCA rules. Join a supportive environment with opportunities for professional growth and competitive benefits.

Benefits

Wellbeing facilities

Competitive salary and benefits package

Opportunities for professional development

Qualifications

• Experience within Commercial Insurance is essential.
• Keen interest in progression within Insurance is valued.
• Ability to work under pressure and in a team required.

Responsibilities

• Manage a book of corporate commercial clients.
• Negotiate with insurers to secure the best insurance outcomes.
• Respond to client queries quickly and accurately.

Skills

Experience within Commercial Insurance

Organisational skills

Time management skills

Client-focused approach

Ability to work under pressure

Teamwork

Job description

Working at Romero’s is a fantastic opportunity to work within the Financial Services sector. Our commitment to support you in achieving and progressing will be 100% from day. We have on site wellbeing facilities including massage, physiotherapy, hypnotherapy, well man and well women blood tests, health checks, buying and selling holidays, offsite charitable support days, amazing social events and this is just the tip of the iceberg as far as our staff benefits go……

As part of the Assured Partners Group, we’re proud to be one of the worlds most powerful broking organisations. Our position in the UK market means we’re perfectly placed to deliver exceptional service with an independent mindset, while offering the strength and scale of a global broker.

We have vacancies across several of our offices, including Leeds, Harrogate, Nottingham & Halifax.

Job Summary

You will work closely with our Account Directors/Executives to manage a book of corporate commercial clients. Being the client’s first point of contact for cover queries, midterm adjustments, quotations for additional insurances, document issue and many other tasks and projects. You will help us to meet their demands and needs effectively and will champion the building of strong internal and external relationships. In addition, you will also broke to the market your client portfolio and as required meet with clients face to face.

Reports to: Joanna Pullan
Employment Type: Full-time
Location: All Offices (Leeds, Harrogate, Halifax, Nottingham)

Key Responsibilities & Accountabilities

Dealing mainly with Commercial Accounts;

• Negotiate effectively with insurers to get the best possible insurance programme and outcomes for our clients
• Engage with the market within the scope of the broking strategy and matrix
• Building and maintaining effective professional relationships;
• Offering advice about existing products and promoting value added services;
• Handling and responding to product queries from clients quickly, efficiently and accurately;
• Check and send out proposals and policy documents
• Dealing with mid-term adjustments, renewals and new business quotations
• Keeping abreast of market conditions and developments;
• Building up detailed knowledge about the company’s products;
• Understanding and maintaining a good working knowledge of the rules and compliance procedures of the FCA
• Complete all administration and paperwork in accordance with Company Procedures.
• Treat customers fairly at all times having assessed their specific needs.
• Ensure that you conduct yourself in accordance with FCA rules and guidelines as issued by the company.

Key Performance Indicators

• Quality of advice/Product knowledge.
• Compliance with Romero Insurance Brokers Ltd procedures.
• Complaints and Complaint procedure.
• Innovation/problem solving.
• Quality of Client Files/Computer Records.
• Clarity of Paperwork/Completed Paperwork.
• Queries from Customers and Internal staff. Maintenance of Company Service Standards

Required Experience / Skills

• Experience within Commercial Insurance
• Keen interest in progression within Insurance
• Committed, thorough and accurate worker
• Organisational and time management skills are essential as well as a client focused approach
• Ability to work under pressure to meet deadlines
• Ability to work as a member of a team

Why Join Us?

• Opportunity to work in a dynamic and supportive environment.
• Competitive salary and benefits package.
• Opportunities for professional development and career advancement.

APPLY NOW

If you are a motivated and organised professional looking to contribute to a thriving organisation, we would love to hear from you! Please submit your CV and a cover letter detailing your relevant experience.

Romero Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.