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For Companies At a Glance
- Tasks: Manage client insurance needs and ensure compliance while providing top-notch service.
- Company: Join a friendly team at a leading insurance broker with a strong reputation.
- Benefits: Enjoy a competitive salary, generous holidays, and a company pension scheme.
- Why this job: Make a real difference in clients' lives by tailoring their insurance coverage.
- Qualifications: Experience as an Account Handler and strong communication skills are essential.
- Other info: Office-based role with opportunities for professional development and growth.
The predicted salary is between 36000 - 60000 £ per year.
Location: Southampton
Department: G R Marshall & Co
Job Type: Full time
Contract Type: Permanent
GR Marshalls friendly and experienced team has been providing expert insurance advice and a superior level of customer service to valued clients throughout Hythe, Southampton and the wider Hampshire area since 1974. We are now part of the wider JMG Group who are a Private Equity backed insurance broking group and a top 30 UK broker who place over £250m of Gross Written Premium into the market annually.
About The Role
At G R Marshall, we want to ensure that our customers walk away with the right level of insurance cover, always. We build relationships with our clients, carefully listening to their needs and tailoring a policy that's built around them. This way they can be sure that their insurance policy actually covers what they expect it to, so if they need to make a claim, their cover will be there to help them.
Due to continued growth and expansion, GR Marshall are seeking to appoint an experienced Account Handler, with a focus on a mix of Commercial and Personal Lines products. You will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance. Our Account Handlers ensure that a quality service is provided to all clients in accordance with their needs and requirements.
Key duties will include:
- Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role
- Managing existing commercial & personal lines insurance policies
- Completing premium financing arrangements where required
- Advising clients on existing products in accordance with their needs
- Ensure bad debt queries are dealt with efficiently and in line with company procedure
- Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Policies
- Handle any complaints in accordance with regulation, the Company’s Conduct Policy
- Take part in tailored learning, training and assessment courses and identify further areas for own development as required
- Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times
- Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
What We're Looking For
Our Account Handlers are vital in ensuring that GR Marshall clients have a professional and compliant experience. To be successful in the role, you must have the following skills:
- Previous experience gained from working as an Account Handler in a similar broking environment
- Working knowledge of most commercial and personal insurance products
- Experience of working to high standards and FCA Compliance
- Strong administration skills, coupled with a very keen eye for detail
- Ability to prioritise and organise own workload to ensure deadlines are met
- Numerical accuracy
- Exemplary communication skills, in person, on the phone and via email
- Strong time management skills, with the ability to meet deadlines
- IT proficiency with the use of most MS Office products and ideally a broking platform such as Acturis
- Regulatory and compliance awareness
What We Offer
- Competitive salary commensurate with level of experience
- Company Pension scheme
- Generous holiday entitlement & Birthday off
- Death in service scheme
This is an office based role, covering Monday-Friday.
Commercial Account Handler in Southampton employer: Tony Charters and Associates
Contact Detail:
Tony Charters and Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Account Handler in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know someone at G R Marshall. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of commercial and personal insurance products. We want you to show off your expertise and how you can tailor policies to meet client needs.
✨Tip Number 3
Practice your communication skills! Whether it’s face-to-face or over the phone, being able to convey information clearly and professionally is key in this role. We’re all about exceptional customer care!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace Commercial Account Handler in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous experience as an Account Handler and any relevant insurance knowledge to show us you're the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about the insurance industry and how you can contribute to our team. Be sure to mention your customer service skills and your ability to build relationships with clients.
Showcase Your Attention to Detail: Since accuracy is key in this role, make sure your application is free from typos and errors. This will demonstrate your keen eye for detail and professionalism, which are essential for an Account Handler.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Tony Charters and Associates
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of commercial and personal insurance products. Familiarise yourself with the key terms and concepts that are relevant to the role, as this will show your potential employer that you're serious about the position and understand the industry.
✨Showcase Your Customer Service Skills
Since the role involves building relationships with clients, be prepared to share examples of how you've provided exceptional customer service in the past. Think of specific situations where you went above and beyond to meet a client's needs, as this will demonstrate your commitment to client satisfaction.
✨Demonstrate Compliance Awareness
Familiarise yourself with FCA regulations and compliance standards relevant to the insurance industry. Be ready to discuss how you’ve ensured compliance in previous roles, as this is crucial for the Account Handler position at G R Marshall.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the role but also helps you determine if the company is the right fit for you.
