JMG Group is a Private Equity backed insurance broking group with a HQ based in Guiseley, West Yorkshire and regional office representation around the UK. We are a top 30 broker, growing rapidly having completed numerous acquisitions and doubled in size since we completed our MBO in November 2020, backed by a reputable PE firm. We place over 200m of Gross Written Premium into the market annually and our teams are well respected in the industry. Customer excellence is the backbone of our business, which means that our people, systems, and processes are central to our success.
The opportunity
Our head-office in Guiseley, West Yorkshire has a brand-new opportunity for an experienced Account Handler to join their growing team. This is a key role that will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of commercial insurance. Our Account Handlers ensure a high-quality service is provided to all clients in accordance with their specific needs and requirements.
Key areas of responsibility include
Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer and conducting high quality work in relation to; New Business, Renewals, Mid-term adjustments, Claims, Queries, Premium Finance Arrangements, and Issuing Cover Notes
Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice
Always promoting exceptional customer care standards
Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance
Actively securing renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost-effective cover
Promoting and increasing the use of in-house premium finance, from insurer schemes
Supporting our Account Executives with duties where required
Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
Conduct client visits where appropriate in relation to renewal meetings, claims reviews, mid-term reviews and/or surveys
Produce Pre-Renewal documents and Renewal Reports
Assist colleagues with workloads during busy periods
Assist colleagues with queries/peer review when required
Handle any complaints in accordance with regulation, the Company's Conduct Policy and Guide to Best Practice.
Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required.
What we're looking for
To be successful in this office-based role, you must have the following skills
Previous experience in an Account Handler role within a broker environment
Working knowledge of most commercial insurance products
Experience of working to high standards of FCA compliance
I.T. skills including use of an insurance IT system, ideally Acturis
Strong organisation skills
The ability to work to a high level of accuracy
Exemplary customer service skills with the ability to build solid relationships with clients and insurers
Regulatory and compliance awareness
Willingness to work towards Cert CII or already hold qualifications
What we offer
Competitive salary commensurate with level of experience
Free parking
Company Pension scheme
Generous holiday entitlement, including birthday day off
Bupa Healthcare Cash Plan
Life Assurance
Enhanced maternity/ paternity
Cycle to work scheme
Electric vehicle salary sacrifice scheme
Many more
Job Types: Full-time, Permanent
Additional pay:
Bonus scheme
Yearly bonus
Benefits:
Additional leave
Company events
Company pension
Cycle to work scheme
Employee discount
Enhanced maternity leave
Enhanced paternity leave
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Paid volunteer time
Referral programme
Sick pay
Work from home
Schedule:
Monday to Friday
No weekends
Work Location: In person
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