Account Handler
Plymouth, United Kingdom
38d ago


Are you an experienced Insurance professional with broadcapabilities and competence in providing solutions to clients? Are you seekinga role that involves managing existing client relationships whilst working tocontinuously identify and develop new opportunities for revenue generation?

Doyou aspire to work for a global business that provides ongoing support andtraining towards gaining industry recognised qualifications?

If you have answered yes to all of the above, then youmay be interested to find out more about a new and exciting opportunity we arecurrently recruiting for, here at Jelf.

Position Overview

We have an opportunity for an Account Handler to join ourteam based in Plymouth, for which we require the successful candidate topartner with colleagues to ensure the profitable handling and growth of clientaccounts in line with the overall client relationship management strategy, andprovide effective support in the servicing and administration of a Small Business Unit (SBU)portfolio of business, where premiums typically range between £1000 - £5000 for the client.

The role will encompass all Account Handler duties, whichincludes, but will not be limited to; account administration, policynegotiation and client interaction.

Key Responsibilities

  • To act as the primary point of contact for the client andestablish effective relationships with them
  • To renew clients in line with agreed targets
  • To achieve new business levels in line with agreedtargets
  • To identify and develop new business opportunities
  • To provide accurate reports incorporating activity andresults
  • To update and maintain records on core systems
  • To work closely with relevant support teams to provideexcellent service to clients
  • Skills & Experience

  • Demonstrable experience of working in a similar capacityand taking ownership of similar responsibilities for a Broker and / or Insurer.
  • Good academic background supported by good grades atA-Level and / or GCSE, in subjects that include Maths and English.
  • Excellent attention to detail and organisation skills incompleting assigned tasks.
  • Excellent customer / client etiquette.
  • Cert CII desirable, but not essential.
  • Competent in the use of Acturis preferential, but not essential.
  • About Us

    We are Jelf award winning experts in insurance, riskmanagement and employee benefits for businesses and individuals.

    Our deep knowledge of both the industry sectors andcommunities we serve means we can offer advice and solutions that meet ourclients' needs today, anticipate what they need tomorrow, and help question ifthere’s an even better way.

    Jelf recently joined forces with Bluefin, bringingtogether two leading insurance brokers and client advisory businesses.

    A newlytransformed business built on decades of experience with the same purpose,dependability and commitment to excellent service.

    We're also part of Marsh & McLennan Companies (MMC) a global network of experts in risk, strategy and people. With roots datingback to 1871, MMC’s businesses have been helping clients prosper amid changingtimes, from the Industrial Revolution to the digital age.

    Our strength is our expertise and the relationships webuild powerful industry insight and total commitment to our clients and thecommunities we serve across the UK.

    And our purpose is simple : helpingbusinesses and individuals thrive through understanding.

    MMC offers competitive salaries and comprehensivebenefits and programs including : health and welfare, tuition assistance,pension, employee assistance program, career mobility, employee network groups,volunteer opportunities, and other programs.

    We embrace a culture thatcelebrates and promotes the many backgrounds, heritages and perspectives of ourcolleagues and clients.

    Jelf / Bluefin JFG

    F - Full TimeMarsh & McLennan Companies and its Affiliatesaim to attract and retain the best people regardless of their gender, marital status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs.

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