Trainee Account Handler

Admin, Employment - Jobs
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Trainee Account Handler

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General Insurance, Mortgage & Protection and Commercial Finance brokers.

Job responsibilities
This role requires the individual to carry out the following functions:
• Processing and issuing documents to clients for the purpose of renewals, mid-term adjustments, new business, claims and other correspondence
• Develop an understanding of several commercial and residential insurance products
• Ensure that you are familiar with insurance providers in the market and the products and services that they offer
• Obtaining information from clients in order to assess their insurance demands and needs
• Preparation of broking presentations and proposal forms
• Accessing various channels to obtain quotations such as individual insurer e-trade platforms, EDI, and manual submissions
• Negotiating with underwriters to ensure that you can offer clients competitive premiums with comprehensive covers
• Understand the covers, terms, conditions, clauses and endorsements within a policy
• Explain policy terms and conditions to help clients understand their covers and answer any queries they may have
• Secure new and existing business organically and through company marketing campaigns
• Assist with any changes and advise clients on any foreseeable amendments required such as mid-term adjustments
• Help clients with registering claims, including advising if they have the relevant covers and ensuring that they are familiar with the claims process and our involvement
• Issuing invoices to clients, collecting payments for insurance premiums and setting up direct debit facilities
• Keep detailed records of all correspondence with clients, insurers and third parties including telephone transcripts and emails
• Build and develop relationships with existing and new clients, underwriters, and other professionals
• Advise clients on how to manage their risk and minimise the chances of claims
• Ensure that you comply with company procedures, and are up-to date with industry changes, compliance and regulation including FCA guidelines, TCF, GDPR, IDD etc.

What Empire Brokers are looking for
Exceptional organisational skills including the ability to prioritise, diarise and work on multiple tasks simultaneously
• Excellent written and oral communication skills including the ability to negotiate and conclude sales on the phone
• Confident face-to face presentation skills
• Ability to nurture business relationships and build a rapport with clients, underwriters and other professionals
• Strong numerical, administrative and IT skills
• Understand the importance of client confidentiality and keeping accurate records
• High level of attention to detail
• Solid analytical skills and the ability to solve problems
• Work well within a team environment, striving to take leadership and demonstrate full role control
• Versatility and flexibility in task performance
• Excellent level of initiative and work responsiveness
• A positive attitude showing tolerance to clients, colleagues and management

c.£18k but negotiable based on experience

Start date


Part time/Full time
Full time


Application deadline