At a Glance
- Tasks: Support Account Executives and manage commercial clients in a dynamic insurance environment.
- Company: Join a well-established independent Chartered insurance broker in Bristol.
- Benefits: Gain training, support, and a clear career progression path towards ACII qualifications.
- Other info: Embrace a culture of diversity, equity, and inclusion while building your future.
- Why this job: Take your insurance career to the next level with real growth opportunities.
- Qualifications: Previous insurance experience and a desire to develop within commercial insurance.
Are you an insurance professional looking for your next step within the commercial insurance market?
Perhaps you've built a strong background within Personal Lines or SME insurance and are now looking to develop your career further.
This could be an excellent opportunity to join a well-established independent Chartered insurance broker in Bristol, where you'll be given the support, training and exposure needed to progress your career.
The Opportunity
- Working closely with experienced Account Executives and Brokers, you'll play an important role in supporting and servicing a portfolio of commercial clients.
- This is a varied role where you'll gain exposure to the full insurance lifecycle, develop your technical knowledge and build the foundations for a long-term career within commercial broking.
- The business is particularly interested in someone who is ambitious, exam-focused and keen to progress. Ideally, you'll already hold your Cert CII, but they're equally interested in candidates who are actively working towards it and have a genuine ambition to progress towards ACII.
What you'll be doing
- Supporting Account Executives with the day-to-day management of commercial clients
- Handling new business, renewals, mid-term adjustments and policy administration
- Obtaining and negotiating quotations with insurers
- Producing policy documentation and ensuring clients receive a high level of service
- Developing your knowledge across a broad range of commercial insurance products
- Building strong relationships with clients, insurers and internal stakeholders
- Working towards professional CII qualifications and continued technical development
What we're looking for
- Previous insurance experience
- Experience within Personal Lines, SME or Commercial Insurance
- A genuine desire to move into and develop within commercial insurance
- Ideally Cert CII qualified, although candidates working towards the qualification will be considered
- Strong attention to detail and excellent organisational skills
- Good communication and relationship-building ability
- A proactive and positive approach to client service
- Most importantly, someone who is career-focused and committed to progressing towards ACII
Why consider it?
This isn't just another Account Handler position. It's an opportunity to join a independent broker that genuinely invests in its people and provides a clear route for someone who wants to build a long-term career in commercial insurance.
You'll have the opportunity to learn from experienced professionals, broaden your technical knowledge and work towards ACII, whilst gaining valuable exposure to increasingly complex commercial risks.
If you're ready to move beyond Personal Lines or SME and take the next step towards a career in commercial insurance, I'd love to hear from you.
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.
Account Handler in Bristol employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Account Handler in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IDEX Consulting Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Account Handler in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IDEX Consulting Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX Consulting Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
