Schemes Account Handler

Schemes Account Handler

Full-Time 36000 £ / year Home office (partial)
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At a Glance

  • Tasks: Support clients and manage insurance schemes with efficiency and professionalism.
  • Company: Join one of the South West's largest independent insurance brokers in Bristol.
  • Benefits: Enjoy a salary up to £36,000, hybrid working, and 23 days holiday plus bank holidays.
  • Why this job: Be part of a dynamic team, develop your skills, and make a real impact in the insurance sector.
  • Qualifications: Cert CII or working towards it; previous insurance experience preferred.
  • Other info: Permanent role with a supportive work culture and opportunities for growth.

Red Recruitment is recruiting a Schemes Account Handler in Bristol City Centre to join our client, one of the South West's largest independent insurance brokers. The salary for this position is up to £36,000 per annum.

Your main objectives will be to service the company's insurance schemes in a timely, professional and cost-effective manner.

Benefits and Package for a Schemes Account Handler:

  • Salary: Up to £36,000 per annum
  • Hours: Monday - Friday, 9am - 5pm
  • Contract Type: Permanent
  • Location: Bristol City Centre (Near Temple Meads)
  • Start date: ASAP
  • Hybrid working options available after the 6-month probation period (3 days in the office, 2 days at home)
  • 23 days holiday + bank holidays

Key Responsibilities of a Schemes Account Handler:

  • Supporting the activities of Schemes Executives and/or Directors regarding your allocated clients and new business, including broking, day-to-day queries, report writing and client administration
  • Ensuring instructions are processed, recorded and confirmed in a timely and efficient manner and the Company diary system is maintained
  • Helping to identify cross-selling opportunities and potential gaps in client cover
  • Complying with relevant regulatory requirements and the company's procedures
  • Maintaining good working relationships with clients, colleagues, managing agents, insurers and other suppliers

Key Skills and Experience of a Schemes Account Handler:

  • You should be holding or working towards a minimum of Cert CII
  • You should have an understanding of the main classes of business insurance
  • Previous experience working within the insurance industry is preferred
  • You will be expected to negotiate and communicate effectively with insurers and clients
  • 1-3 years broking experience of property business or household broking will be considered

If you are interested in this position, please apply now!

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Contact Detail:

Red Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Schemes Account Handler

✨Tip Number 1

Familiarise yourself with the key responsibilities of a Schemes Account Handler. Understanding the day-to-day tasks, such as client administration and report writing, will help you demonstrate your knowledge during interviews.

✨Tip Number 2

Network with professionals in the insurance industry, especially those who work in broking. Engaging with them on platforms like LinkedIn can provide insights into the role and may even lead to referrals.

✨Tip Number 3

Brush up on your negotiation skills, as effective communication with insurers and clients is crucial for this role. Consider role-playing scenarios with friends or colleagues to build confidence.

✨Tip Number 4

Research the company’s culture and values. Being able to align your personal values with those of the company can make a strong impression during interviews and show that you're a good fit for their team.

We think you need these skills to ace Schemes Account Handler

Client Relationship Management
Insurance Knowledge
Negotiation Skills
Communication Skills
Attention to Detail
Time Management
Report Writing
Regulatory Compliance
Cross-Selling Techniques
Problem-Solving Skills
Diary Management
Team Collaboration
Adaptability
Customer Service Orientation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in the insurance industry, particularly any broking experience. Emphasise skills that align with the job description, such as client administration and communication.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities and skills mentioned in the job description. Explain why you are a good fit for the Schemes Account Handler role and how your background aligns with their needs.

Highlight Relevant Qualifications: If you hold or are working towards Cert CII, make sure to mention this prominently in your application. Also, include any other relevant qualifications or training that demonstrate your understanding of business insurance.

Showcase Your Soft Skills: In your application, highlight your ability to maintain good working relationships and communicate effectively with clients and colleagues. These soft skills are crucial for the role and should be evident in your examples.

How to prepare for a job interview at Red Recruitment

✨Know Your Insurance Basics

Make sure you brush up on the main classes of business insurance. Understanding key concepts will help you answer questions confidently and demonstrate your knowledge to the interviewers.

✨Showcase Your Communication Skills

As a Schemes Account Handler, effective communication is crucial. Prepare examples of how you've successfully negotiated with clients or insurers in the past to highlight your ability to build relationships.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills. Think about situations where you've had to manage client queries or identify cross-selling opportunities, and be ready to discuss them.

✨Demonstrate Your Organisational Skills

Since the role involves maintaining records and managing a diary system, be prepared to discuss how you stay organised. Share specific tools or methods you use to keep track of tasks and deadlines.

Schemes Account Handler
Red Recruitment
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