An established insurance broker is looking to strengthen its Small Business team with an experienced Commercial Account Handler.
This is a great opportunity for someone who enjoys a fast-paced, high-volume environment and has experience working with e-trade insurance products.
The role is heavily e-trade and system-driven, giving you responsibility for a high volume of Small Business policies while working closely with clients and insurers.
The role
You'll be responsible for managing existing Small Business policies, ensuring clients receive a professional and efficient service.
You'll also have the opportunity to identify cross-selling opportunities and develop your insurance knowledge within a supportive and growing team.
Key responsibilities
- Managing existing Small Business insurance policies
- Dealing with clients and insurers on a day-to-day basis
- Advising clients on existing insurance products
- Completing premium finance arrangements
- Identifying cross-selling opportunities
- Maintaining accurate and compliant records
- Ensuring FCA and company procedures are followed
- Building strong client relationships
- Managing your own workload and meeting deadlines
- Taking part in ongoing training and development
About you
You'll ideally have:
- Previous experience in a commercial insurance broking environment
- Experience working with e-trade insurance products
- Strong administration skills and excellent attention to detail
- Good knowledge of FCA compliance
- Strong communication and customer service skills
- Excellent organisation and time management
- Good IT skills
- Acturis experience would be advantageous
What's on offer?
Perth-based with hybrid working after probation - 3 days in the office and 2 days from home.
- 5% pension
- 27 days holiday + 9 bank holidays
- Birthday off
- Bupa cash plan
- 4x salary death in service
- Full training and career development support
- Free parking
Interested?
Apply now and Soraya at IDEX Consulting will be in touch to discuss the opportunity in more detail.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Small Business Handler in Perth employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
