At a Glance
- Tasks: Help clients find the best insurance solutions while working with a supportive team.
- Company: Join Yutree Insurance, a respected and innovative brokerage in Norwich.
- Benefits: Enjoy a competitive salary, 34 days holiday, and support for your qualifications.
- Other info: Dynamic work environment with regular company events and shopping discounts.
- Why this job: Kickstart your insurance career with a friendly team and real growth opportunities.
- Qualifications: 2 years in insurance, GCSE Maths and English, and a Cert CII qualification.
The predicted salary is between 25000 - 35000 £ per year.
Yutree Insurance Ltd is an independent Chartered commercial insurance brokerage and underwriting agency. We offer highly personalised insurance advice and protection to our clients whilst also providing other brokers with access to our own, underwritten product range. We have a reputation for excellence, built on a foundation of respect, transparency and a commitment to professionalism, development, and customer value.
We are currently seeking a highly motivated Account Handler to join our carefully selected team of talented and committed insurance professionals. You'll ensure our clients receive suitable and cost‑effective insurance solutions by understanding their needs and negotiating with insurers to find the best solutions.
Main Duties
- Working closely with Client Executives to understand client needs, including supporting meetings as required
- Managing all renewal, new and mid‑term policy work as required
- Negotiating with insurers to obtain appropriate and cost‑effective solutions for clients
- Keeping electronic files up to date, in order and all work tasked/diarised accordingly
- Maintaining an understanding of the general insurance market and changes within the sector
The role is based at our new office in Norwich, with occasional travel to our head office in Newmarket for training, company meetings, etc.
About You
This role is a great opportunity for someone who is a few years into their insurance career and wants to develop further with the support of a friendly, knowledgeable and experienced team.
Qualifications
- At least 2 years' experience working in insurance, specifically in commercial lines and across a range of products
- At least a C or equivalent in GCSE Maths and English
- At least Cert CII qualification or willingness to work towards
- Computer skills including Microsoft Office (Word, Excel, Outlook) with an interest in AI
- Excellent customer service skills
- Ability to multi‑task and manage time effectively
- Good attention to detail
- Be a good team player whilst also having an independent problem‑solving approach to work
- Ideally, you will have a working knowledge of Acturis
Additionally, you’ll be naturally curious and proactive, with a talent for building trusted relationships internally and externally, and for delivering fair customer outcomes. You'll think beyond the obvious, confidently evaluating options and proposing practical solutions, while remaining adaptable and organised and able to manage competing priorities with ease and communicate ideas clearly to influence outcomes.
About the Package
- Salary: £25k - £35k depending on experience
- Enhanced holiday entitlement (34 days per year, including bank holidays)
- Financial support for qualifications
- Employee Referral Bonus scheme
- Company events
- Shopping discounts platform
- Regular health
Account Handler / Insurance Broker in Norfolk employer: Yutree
Yutree Insurance Ltd is an exceptional employer, offering a supportive and collaborative work environment in Norwich, where employees are encouraged to grow their careers in the insurance sector. With a strong commitment to professional development, enhanced holiday entitlement, and a focus on employee well-being, Yutree fosters a culture of respect and transparency, making it an ideal place for motivated individuals to thrive and contribute to meaningful client solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Account Handler / Insurance Broker in Norfolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Account Handler role.
✨Tip Number 2
Prepare for interviews by researching Yutree Insurance Ltd and understanding their values. We want to see how you align with our commitment to professionalism and customer value. Show us you’re not just another candidate, but someone who truly gets what we’re about!
✨Tip Number 3
Practice your negotiation skills! As an Account Handler, you’ll need to negotiate with insurers effectively. Role-play scenarios with friends or colleagues to build your confidence and showcase your ability to find cost-effective solutions during interviews.
✨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 take the initiative to connect directly with us. Let’s make it happen together!
We think you need these skills to ace Account Handler / Insurance Broker in Norfolk
Some tips for your application 🫡
Show Your Passion for Insurance:When writing your application, let us see your enthusiasm for the insurance industry. Share any relevant experiences or projects that highlight your commitment to providing excellent customer service and understanding client needs.
Tailor Your CV and Cover Letter:Make sure to customise your CV and cover letter for the Account Handler role. Highlight your experience in commercial lines and any specific skills that match the job description, like negotiation and attention to detail.
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language and avoid jargon unless it’s relevant to the role. We appreciate a well-structured application that makes it easy for us to see your qualifications.
Apply Through Our Website:We encourage you to apply directly through our website. This way, you can ensure your application reaches us quickly and securely, plus you’ll get a feel for our company culture while you’re at it!
How to prepare for a job interview at Yutree
✨Know Your Stuff
Make sure you brush up on your knowledge of the insurance market, especially commercial lines. Familiarise yourself with recent trends and changes in the sector, as this will show your potential employer that you're proactive and genuinely interested in the field.
✨Showcase Your Skills
Prepare to discuss specific examples from your previous roles where you've successfully negotiated with insurers or managed client relationships. Highlight your customer service skills and how you've delivered fair outcomes for clients, as this aligns perfectly with what they’re looking for.
✨Be Organised
Since the role involves managing multiple tasks, demonstrate your organisational skills during the interview. Bring a notepad or digital device to jot down important points, and be ready to explain how you prioritise tasks and keep track of your work.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, and opportunities for professional development. This shows that you’re not just interested in the job, but also in how you can grow within the company and contribute to its success.
