At a Glance
- Tasks: Manage and grow commercial client accounts while delivering top-notch service.
- Company: Join a Chartered, independent broker with over 50 years of experience.
- Benefits: Competitive salary, supportive environment, and opportunities for professional development.
- Other info: Enjoy a 4-day working week and multiple career growth opportunities.
- Why this job: Be part of a customer-first team and make a real impact in the insurance industry.
- Qualifications: 7-10 years in insurance, strong IT skills, and client management experience.
The predicted salary is between 31500 - 38500 £ per year.
Join a Chartered, independently owned broker with over 50 years of combined experience - and become a key part of a client-focused team that takes real pride in the service it delivers.
This is a role for an experienced handler who's ready to take on greater responsibility across a commercial and corporate client base. You'll work closely with Account Executives, manage your own accounts on a direct basis, and play a central role in delivering best-in-class service across a varied and interesting portfolio.
Salary: Up to £50,000
Location: Liverpool
Working pattern: Full time - 4 Day Working Week
What they're looking for:
- Cert/Dip CII qualified or actively working towards it
- Minimum 7-10 years' experience in the insurance industry
- Proven operational and client liaison experience within insurance
- Strong IT skills across Word, Excel and PowerPoint
- SSP Pure Software experience beneficial but not essential
- Excellent organisational skills - comfortable managing multiple enquiries simultaneously
- Calm under pressure, with strong communication and interpersonal skills
- A genuine awareness of client needs, business issues and insurance programmes
What you'll be doing:
- Managing and growing a portfolio of commercial and corporate client accounts
- Supporting Account Executives across placement strategy, renewals and general insurance queries
- Preparing and submitting accurate market presentations
- Analysing quotes, negotiating cover and premiums with insurers
- Handling MTAs and preparing client reports for renewal and ad hoc projects
- Acting as a direct point of contact for day-to-day client queries on designated accounts
- Producing insurer documentation in line with legislative and regulatory requirements
- Keeping up to date with market conditions and sharing relevant insights with clients and colleagues
Why join them?
- A Chartered Insurance Broker - a mark of quality and professionalism held since 2013
- Totally independent - able to access cost-effective, market-leading products without compromise
- A business built on a genuine customer-first approach and professional code of ethics
- Over 50 years of combined experience across the team
- Multiple opportunities available within the Liverpool office
- A supportive environment where ongoing development and qualifications are actively encouraged
Ready to make a move? Get in touch - even if you're just exploring your options.
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