At a Glance
- Tasks: Help clients find the best insurance solutions through negotiation and relationship building.
- Company: Join Yutree Insurance, a respected independent brokerage with a focus on professionalism.
- Benefits: Enjoy a competitive salary, generous holiday, and support for your professional growth.
- Other info: Dynamic work environment with opportunities for career advancement and personal development.
- Why this job: Be part of a friendly team and make a real difference in clients' lives.
- Qualifications: 2+ years in insurance, strong customer service skills, and a proactive attitude.
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. You can find out more about us at www.yutree.com.
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.
You must have:
- 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 willing 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. Adaptable and organised, you can 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, inc. BH)
- Financial support for qualifications
- Employee Referral Bonus scheme
- Company events
- Shopping discounts platform
- Regular health & wellbeing workshops
- Online training platform
- Company pension scheme
Subject to successful probation and/or eligibility:
- Group life insurance
- Private medical insurance
- Company sick pay scheme
- Holiday buy/sell scheme
- Enhanced maternity pay
Further Information
Candidates who are successful at the CV screening stage will be invited to a formal interview which consists of:
- A short, scenario-based technical assessment
- Discussion exploring your previous experience, roles and responsibilities
- A set of competency-based questions related to our framework, which is based on the CII’s Professional Map. This is a Band 1/2 position within the map.
If you require any adjustments to support you in the application process, please let us know by emailing katie.woodcock@yutree.com.
We may close the vacancy earlier than the closing date if we have enough suitable candidates so early applications are encouraged.
No agencies please - we already work closely with a carefully selected number of agencies.
Insurance Account Specialist: Renewals & Negotiation 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. With a strong commitment to professional development, enhanced holiday entitlement, and a range of health and wellbeing initiatives, we prioritise our team's welfare while fostering a culture of respect and transparency. Join us to be part of a dedicated team that values your contributions and provides meaningful opportunities for personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Account Specialist: Renewals & Negotiation 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 dream job.
✨Tip Number 2
Prepare for those interviews! Research Yutree Insurance Ltd, understand their values, and think about how your experience aligns with their needs. We want to see you shine, so practice answering common interview questions and be ready to showcase your skills.
✨Tip Number 3
Show off your negotiation skills! Since the role involves negotiating with insurers, be prepared to discuss your approach to negotiations during the interview. We love seeing candidates who can think on their feet and come up with creative solutions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals who are eager to grow with us at Yutree Insurance Ltd.
We think you need these skills to ace Insurance Account Specialist: Renewals & Negotiation in Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your insurance background, especially in commercial lines, and any relevant qualifications like Cert CII. We want to see how you fit into our team!
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 your experience aligns with our values of respect and professionalism. Let us know what makes you a great fit for Yutree Insurance!
Showcase Your Customer Service Skills:Since this role involves negotiating with insurers and understanding client needs, make sure to highlight your customer service experience. Share examples of how you've successfully managed client relationships or resolved issues in the past.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Yutree
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of commercial insurance and the specific products Yutree Insurance offers. Familiarise yourself with recent changes in the insurance market and be ready to discuss how these might impact clients.
✨Showcase Your Negotiation Skills
Since the role involves negotiating with insurers, prepare examples from your past experience where you've successfully negotiated terms or resolved conflicts. Highlight your approach and the outcomes to demonstrate your capability in this area.
✨Be Client-Focused
Yutree values personalised service, so think about how you can convey your commitment to understanding client needs. Prepare to discuss how you've previously tailored solutions for clients and the importance of building trusted relationships.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions during the interview. Practice responding to hypothetical situations related to renewals and policy management. This will help you articulate your thought process and problem-solving skills effectively.
