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For Companies At a Glance
- Tasks: Support clients and Account Executives in managing credit insurance accounts.
- Company: Join Bartlett, a top UK independent insurance broker with a rich history since 1940.
- Benefits: Enjoy hybrid working, competitive salary, 25+ days holiday, and a £500 wellbeing allowance.
- Why this job: Be part of a values-driven team that prioritises people and offers career growth.
- Qualifications: Detail-oriented, organised, with experience in credit insurance or related fields preferred.
- Other info: Opportunity for professional development and a supportive, collaborative culture.
The predicted salary is between 28800 - 42000 £ per year.
We are looking for a Credit Insurance Account Handler to join our team in Leeds. This is a fantastic opportunity to work within our highly experienced Credit Insurance Team, providing essential support across client accounts and new business.
Location: Leeds Office (with flexibility for home working)
Salary: Dependent on experience
About Us
Founded in 1940, Bartlett is one of the UK’s leading independent insurance brokers and financial advisers. We’re proud to be recognised for our commitment to both clients and employees, winning multiple industry awards.
As a third-generation family-run business, we take a long-term approach, investing in both our team and our clients. We support businesses, charities, and individuals across the UK and beyond, building relationships that last for generations. We’re also committed to giving back, donating 8% of our profits to grassroots organisations that support vulnerable young people.
The Role
As a Credit Insurance Account Handler, you’ll play a crucial role in supporting our Credit Insurance Account Executives and clients. You’ll work across a portfolio of clients, ensuring they receive the highest level of service and support.
Your key responsibilities will include:
- Providing account handling support across Account Executive portfolios and new business
- Maintaining and updating client and policy records
- Distributing renewal correspondence within set timeframes
- Issuing policy reminders to clients in conjunction with Account Handlers and Executives
- Handling insurer online portals proficiently and providing assistance where required
- Managing ad-hoc administrative tasks and project work to ensure smooth business operations
- Working towards full Account Handler status within an agreed timeframe
The Ideal Candidate
We’re looking for someone who is detail-oriented, highly organised, and eager to develop their career in Credit Insurance. The ideal candidate will have:
- Experience in a Credit Insurance or related role
- Technical knowledge of insurance products and policies
- A solid understanding of FCA regulations (preferred but not essential)
- Excellent attention to detail, organisation, and interpersonal skills
- The ability to manage multiple priorities effectively
- A proactive and team-oriented mindset
- Proficiency in Microsoft Office applications
- A commitment to professional development and learning
What We Offer
At Bartlett, we believe in rewarding our team with excellent benefits that go beyond just a salary:
- Competitive basic salary (dependent on experience)
- 25 days holiday, increasing with service, plus bank holidays (option to buy/sell up to 5 additional days)
- Enhanced pension contributions (5% employee, 7% employer)
- Private Health Insurance (BUPA)
- £500 Wellbeing Allowance per year to support health and lifestyle costs
- Income Protection Cover & Life Assurance (4x salary)
- Cycle to Work Scheme & Salary Sacrifice Electric Car Scheme
- Staff discounts on insurance products and financial planning services
- Hybrid working in a modern office with an onsite gym, showers, wellbeing library, and more
- Regular social events and employee volunteering leave
Why Join Bartlett?
- A values-driven, independent company that puts people first
- A long-term career path, with development opportunities
- A collaborative and supportive culture
Due to the volume of applications we are unable to offer feedback to all submissions. If you have not heard back from us within 14 days, we are sorry, but you have not been successful this time.
Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Account Handler - Credit Insurance employer: Bartlett Group
Contact Detail:
Bartlett Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler - Credit Insurance
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Credit Insurance Account Handler role. Understanding the day-to-day tasks will help you demonstrate your knowledge during the interview and show how you can contribute to the team.
✨Tip Number 2
Network with professionals in the insurance industry, especially those who work in credit insurance. 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 understanding of FCA regulations and insurance products. Even if it's not essential, having a solid grasp of these topics can set you apart from other candidates and show your commitment to the field.
✨Tip Number 4
Prepare questions to ask during the interview that reflect your interest in Bartlett's values and culture. This shows that you’re not just looking for any job, but are genuinely interested in being part of their team.
We think you need these skills to ace Account Handler - Credit Insurance
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Credit Insurance Account Handler position. Tailor your application to highlight relevant experience and skills that match what Bartlett is looking for.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in credit insurance or related roles. Mention specific tasks you have handled that align with the responsibilities listed in the job description.
Showcase Your Skills: Demonstrate your attention to detail, organisational skills, and proficiency in Microsoft Office applications. Provide examples of how you've successfully managed multiple priorities in past roles.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Mention why you want to work at Bartlett and how your values align with theirs, especially their commitment to supporting vulnerable young people.
How to prepare for a job interview at Bartlett Group
✨Know Your Insurance Basics
Brush up on your knowledge of credit insurance products and policies. Being able to discuss these confidently will show that you understand the industry and are ready to contribute from day one.
✨Demonstrate Attention to Detail
As an Account Handler, attention to detail is crucial. Prepare examples from your past experiences where your meticulous nature helped avoid issues or improved processes.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage multiple priorities effectively. Use specific examples to illustrate your organisational skills, as this role requires juggling various tasks and client accounts.
✨Emphasise Teamwork and Proactivity
Highlight your ability to work well in a team and your proactive approach to problem-solving. Share instances where you took the initiative to support colleagues or improve client service.
