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
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.
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Small Business Handler in Perth employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
