Account Handler- Financial Institution Insurance in Edinburgh

Established in 1940, Bartlett is one of the UK’s leading insurance brokers and financial advisers. Recognised for our enduring focus on clients and employees, we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.

Today, the business is proudly managed by the third generation of Bartletts, acting for businesses, charities and individuals across the UK – from regional manufacturing firms to large financial institutions. Our private clients include families we have worked with for generations.

Bartlett are looking for an ambitious and confident professional to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the personal liability of senior management for companies operating in the Financial Services sector (i.e. Professional Indemnity, Directors’ & Officers’, Crime and Cyber insurance).

As a key member of the team, you will have autonomy over a significant book of highly sophisticated and professional clients and will be the main point of contact, responsible for arranging and servicing their insurance requirements.

You will have:

• Excellent communication, negotiation and people skills and be capable of developing and maintaining long-term personal relationships;
• A professional, flexible work ethic and desire to invest in professional development via both formal and informal training;
• An inquisitive and problem-solving mentality, a proactive attitude, and the skills to manage a wide variety of different tasks and responsibilities to deadlines.

We are committed to working for the benefit of our clients, colleagues and the company. We expect you to be an excellent ambassador for our company displaying our core values of impact, passion, innovation, curiosity, courage, kindness, and integrity.

Core responsibilities:

• Autonomously manage client relationships and accounts, providing the highest standard of service
• Review of client underwriting information, conducting detailed client due diligence/KYC to wholly understand their business and insurance requirements
• Broking to the London/Lloyds financial institutions insurance market and negotiating best available insurance terms for the client
• Preparing policy documentation and information documents for the client and slips for the insurer (with appropriate business support)
• Continuing development of detailed technical knowledge of the financial institutions sector, financial lines insurance products and the insurance market
• Developing and maintaining good working relationships with both team members and the insurance market

Person Specification - Essential Criteria:

• A strong educational background including a first-class or 2:1 degree, preferably in a relevant subject matter e.g. Finance, Maths, Economics or Law
• Previous professional services experience in a client-focused role
• Minimum Diploma CII qualified (or similar level in another professional qualification, including practising legal qualification)
• Reliable and trustworthy with i.e. strong work ethic, presentable, approachable, engaging, a well-rounded personality and a “can-do” attitude
• An eagerness to continually learn and succeed

Person Specification - Ideal Criteria:

• Clear client focus and commitment to providing an outstanding professional service
• Ability to build rapport with an eclectic mix of professional senior individuals
• High levels of attention to detail, time management and organisation
• High quality spoken and written communication skills
• Ability to remain calm under pressure and manage multiple enquiries simultaneously
• Problem solver, demonstrating initiative and commerciality
• Being known for candour, authenticity and transparency
• Intermediate technical sector and product knowledge and desire to develop further

You will be rewarded with a highly competitive salary and benefits package. You will be surrounded by a team of experienced insurance, finance and legal professionals. Your agile working environment will be an ultra-modern, newly refurbished office complete with outstanding technology/equipment and an on-site gym.

Employee Benefits:

• A highly competitive salary
• Fully paid professional memberships and CII qualifications as part of the “Bartlett Academy”
• Company pension scheme (7% employer contribution, based on 5% employee contribution)
• Private medical insurance, life assurance and income protection scheme
• Use of onsite gym (which includes Peloton equipment) and subsidised personal training sessions and yoga classes
• Regular social events including quarterly company drinks and “pop-up” restaurants
• Work-life balance that incorporates agile and flexible working practices

If you have not heard from us within 14 days, unfortunately your application has not been successful on this occasion. Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified individuals, regardless of race, sex, disability, religion or belief, sexual orientation, or age. We actively encourage applications from people of all backgrounds and identities, and are committed to fostering a diverse, equitable, and inclusive workplace. If you require any adjustments or accommodations during the application or interview process, whether related to a disability, neurodiversity, or any other need, please let us know. We are committed to ensuring a fair and supportive experience for every candidate.