Trainee Account Broker

Trainee Account Broker

Location: Halifax (On-site)

Package: £Negotiable + Benefits

As a team, our Xenia offices in Manchester & Halifax have been growing exceptionally well and are looking to strengthen their highly experienced team with a Trainee Account Broker.

This role is designed to provide Office based support for Account Managers. Day-to-day point of contact for clients in relation to basic policy administration – duties to include support with credit limits, policy documentation, overdue accounts, claims, declarations of turnover, accounting queries, processing of no claims/low claims bonuses,

The day to day:

• Supporting/advising clients with credit limit applications, appeals and monitoring progress of these.
• Advising clients in relation to declarations of turnover and submission of these as appropriate.
• Support for clients in relation to accounting queries – premium payments, policy adjustments etc.
• Support for colleagues in relation to management of renewal negotiations.
• Undertake discussions with underwriters, as appropriate, in relation to all of the above
• Establishing and maintaining client records in hard copy files and Goldmine database.

The rewards:

• Negotiable starting salary with the standard benefits package (Holiday, Pension etc.) and a culture built around developing staff.
• Strong team environment within a business that are growing year on year and some excellent career prospects.
• Full support for professional qualifications.

About you:

• Ideally have trade credit experience, however full training will be provided.
• Ability to work under pressure as part of a small team
• Good communication skills and customer focused
• Attention to detail and deadlines
• Accurate record keeping
• You should also be confident in dealing with stakeholders at all levels and have a wider skill set that includes strong communication (both written and verbal), negotiation, sales and IT Skills.