Client Account & Renewal Specialist (Hybrid)

Benefact group; City of Edinburgh; Hybrid; GBP 30,000 - GBP 40,000; Full time

Job summary

A leading insurance group is seeking an Account Handler in Edinburgh or Ayr. The role involves managing client accounts, ensuring prompt service, and building long-term relationships. The ideal candidate has broking experience, strong organizational skills, and knowledge of various commercial insurance products. This position offers a hybrid working option after probation and development opportunities. Join a company recognized for its commitment to charity and sustainable practices.

Benefits

Competitive salary

Hybrid working

Pension contribution of 5%

Annual Bonus scheme

Life Assurance cover

25 days annual leave plus bank holidays

Career development opportunities

Employee Assistance Programme

Qualifications

• Strong organisational skills are essential for account management.
• Previous experience in insurance broking is preferred.
• Familiarity with various commercial insurance products is necessary.
• Experience in proactive communication with clients via phone and email.
• Ability to negotiate and present quotes effectively.
• Excellent written and oral communication skills are required.
• Solid understanding of FCA regulations in broking contexts.

Responsibilities

• Develop and maintain long-term client relationships.
• Prepare renewal schedules and ensure clients are contacted timely.
• Negotiate quotes and present them to clients.
• Handle documentation accurately and efficiently.
• Manage claims in compliance with regulatory timelines.
• Maintain relationships with insurance companies and colleagues.
• Ensure effective credit control and reporting.
• Support business operations as required.

Skills

Good organisational ability

Broking experience (farm & estate, household, liability insurance)

Knowledge of commercial insurance products

Client communication (telephone & e-mail)

Experience in obtaining quotes

Confident communication skills

Good negotiating skills

Knowledge of FCA requirements

Job description

A leading insurance group is seeking an Account Handler in Edinburgh or Ayr. The role involves managing client accounts, ensuring prompt service, and building long-term relationships. The ideal candidate has broking experience, strong organizational skills, and knowledge of various commercial insurance products. This position offers a hybrid working option after probation and development opportunities. Join a company recognized for its commitment to charity and sustainable practices.