At a Glance
- Tasks: Help clients find the best insurance solutions and manage their policies.
- Company: Join Yutree Insurance, a respected and innovative brokerage.
- Benefits: Enjoy competitive salary, 34 days holiday, and health perks.
- Other info: Opportunity for professional development and exciting company events.
- Why this job: Grow your insurance career in a supportive and dynamic team.
- Qualifications: 2 years in insurance, GCSE Maths and English, and Cert CII preferred.
The predicted salary is between 25000 - 35000 £ per year.
About Us
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.
About the Role
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 & wellbeing workshops
- Online training platform
- Company pension scheme
- Group life insurance (subject to successful probation)
- Private medical insurance (subject to successful probation)
- Company sick pay scheme (subject to successful probation)
- Holiday buy/sell scheme (subject to successful probation)
- Enhanced maternity pay (subject to successful probation)
Account Handler / Insurance Broker in Norwich 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 skills and advance their careers in the insurance sector. With a strong commitment to employee development, generous benefits including enhanced holiday entitlement and private medical insurance, and a culture built on respect and professionalism, Yutree provides a rewarding workplace for those looking to make a meaningful impact in their roles.
StudySmarter Expert Advice🤫
We think this is how you could land Account Handler / Insurance Broker in Norwich
✨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 that you’re genuinely interested in our commitment to professionalism and customer value. Tailor your answers to show how you can contribute to our team!
✨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 refine your approach before the real deal.
✨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 get you started on your journey with Yutree!
We think you need these skills to ace Account Handler / Insurance Broker in Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Account Handler role. Highlight your experience in commercial insurance and any relevant qualifications, like your Cert CII. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about insurance and how you can contribute to our team. Be sure to mention your customer service skills and your ability to negotiate effectively.
Showcase Your Attention to Detail:In the insurance world, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their work is polished and professional.
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’re considered for the role. Plus, it shows you’re keen on joining our team at Yutree Insurance!
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 Yutree Insurance Ltd's offerings and values, as this will show your genuine interest in the role and help you answer questions more confidently.
✨Showcase Your Skills
Prepare to discuss your previous experience in insurance, particularly how you've managed client needs and negotiated with insurers. Use specific examples to illustrate your problem-solving skills and ability to deliver customer value, as these are key aspects of the role.
✨Be a Team Player
Yutree values collaboration, so be ready to talk about how you've worked effectively within a team. Highlight instances where you've supported colleagues or contributed to group success, as this will demonstrate that you're a good fit for their culture.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. This could be about the company's approach to professional development or how they adapt to changes in the insurance market. It shows you're engaged and thinking critically about your potential role.
