INSURANCE ACCOUNT BROKER COVENTRY SALARY UP TO £35,000 PLUS HYBRID WORKING
THE OPPORTUNITY: I am pleased to be working with one of the most established, independent Insurance Brokerages in the midlands who are looking for an Insurance Account Broker to join their flagship Coventry branch.There is no new business required in this role and you would be responsible for handling the Renewals and mid-term adjustments for SME and Mid-Market Commercial Insurance policies.There is a huge opportunity for progression in this role and you will have the opportunity to grow, complete qualifications and progress within a friendly team.
INSURANCE ACCOUNT BROKER RESPONSIBILITIES:
Take over an existing book of Commercial Insurance Business covering a range of Commercial policies from SME to Mid-market Commercial Combined.
Provide a market leading broking service, focused on providing quality customer service and positive outcomes for their clients.
Maintaining business relationships with clients
Trading with insurers to obtain best possible terms for our end customers.
Scheduling and attending meetings
Researching insurance policies and products
Negotiating policy terms and costs with insurance providers
Dealing with problems constructively, looking to solve the root cause of day to day issues faced, engaging with the team leaders and management.
BENEFITS:
Competitive salary up to £35,000 DoE
CII Qualification support
Hybrid Working - 2 days working from home each week
25 days Plus bank holidays
Death in service
THE PERSON:
Minimum of 2 years working as an Account Broker, Account Handler, or Account Manager within the Commercial Insurance Industry.
Cert CII preferred
TO APPLY: If you are an experienced Insurance Broker, Account Manager, or Account Handler with the required skills, please send your CV for immediate consideration. We are currently shortlisting for interviews.
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Commercial Account Broker | Wigan | Up to £36,000 | Hybrid (2 Days from Home)
Are you an experienced Commercial Account Broker looking for a role with career growth, hybrid flexibility, and a supportive team?
Location: WiganSalary: Up to £36,000Job Type: Hybrid (2 days from home)
About the Company
An established and highly regarded independent brokerage is looking to add an experienced Commercial Account Broker to their growing team. With a strong emphasis on client relationships and professional development, this is a fantastic opportunity to be part of a collaborative and forward-thinking business.
Role Overview
As a Commercial Account Broker, you’ll be responsible for managing client relationships, assessing insurance needs, and providing tailored solutions across a range of commercial products. Your role will be key in delivering exceptional service and supporting business growth.
Key Responsibilities:
Build and maintain strong client relationships
Assess client insurance needs and provide tailored solutions
Negotiate terms with insurers to secure the best cover
Ensure a high standard of customer service and support
The Ideal Candidate:
Proven experience in commercial insurance broking
Strong communication and negotiation skills
Detail-oriented with excellent organisational abilities
A proactive approach to client management and retention
What’s On Offer?
Competitive salary up to £36,000
Hybrid working (2 days from home)
Career progression opportunities
Supportive and collaborative work environment
If this sounds like the right fit for you, get in touch to discuss further!
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Broker Support | Hybrid | Manchester | Up to £30,000
Are you detail-oriented and looking to develop your career in insurance support?
Location: Manchester Salary: Up to £30,000 Job Type: Permanent
About Our Client Our client, a specialist insurance broker, is seeking a meticulous and organised individual to join their team as a Broker Support. This role offers exposure to varied risks and policies, providing an excellent opportunity for someone with insurance experience or a strong desire to develop in the sector.
Role Overview This administrative role will involve supporting brokers by handling key back-office tasks, ensuring smooth client onboarding, and preparing essential documentation. While primarily admin-focused, the position offers exposure to SME Property and Casualty risks, including Public & Employers Liability and Property Damage All Risks covers.
Key Responsibilities
Prepare renewals and pre-renewal templates.
Set up client records and complete onboarding checks.
Process premium credit agreements and handle payment defaults.
Send out contingency quote documentation and flood checks.
Manage email templates, client communications, and document distribution.
Enter risk information into Acturis for the Elite scheme.
Ideal Candidate
Experience in SME Property and Casualty classes (preferred).
Knowledge of Public & Employers Liability and Property Damage All Risks.
Acturis experience (preferred but not essential, with training provided).
Strong attention to detail, communication, and time management skills.
Ability to work independently and as part of a collaborative team.
What’s On Offer
Competitive salary up to £30,000 (dependent on experience).
Hybrid working arrangement with two office days per week.
Training and development opportunities, including Acturis training.
Exposure to varied risks and a supportive team environment.
Excited to support brokers in delivering top-notch insurance solutions? Apply now to join this dynamic team!
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Embrace and deliver CentriCity’s client-centric ethos throughout the business with clients, colleagues and suppliers alike
Work as an integral part of the sales team
Develop relationships with clients and underwriters
Client visits and meetings
Gain a full understanding of broking
Deal with Mid Term Adjustments and changes
Reporting of claims at FNOL stage
Claim management to ensure the best results are obtained for our clients
Work within regulatory requirements to ensure all work is compliant
Undertake 35 Hours (minimum) CPD per annum
Training:Insurance Practitioner Level 3.
Training will be office based with weekly webinars via Skillsedge training. Training Outcome:
Insurance Broker
Cert CII Qualified
Insurance Practitioner Level 5
Employer Description:Centricity Brokers Ltd are an award winning, independent corporate insurance broker based in Horsham.
Born upon a clear ethos to exceed client expectations at every stage, Centricity are highly regarded throughout the UK for our refreshing approach.
With our enviable relationships within the Insurance market and a loyal client base who we’ve worked with for 25 years and counting, CentriCity deliver quantifiable value to your business as a trusted insurance partner.
Our passion and experience injects innovation and a fresh perspective into even the most complex Insurance Portfolios. Trading with complete transparency, we produce individually structured and competitively priced Insurance solutions.Working Hours :Monday to Friday 9am - 5pm with an hour for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Number skills,Analytical skills,Team working....Read more...
ACCOUNT EXECUTIVE - COMMERCIAL INSURANCE
Location: Horsham - Hybrid
Contract Type: Permanent
Salary: £Neg + Benefits
- Join an award-winning, independent insurance broker and make your mark in the Horsham area
- Dedicate 75% of your time to networking, building relationships, and creating a strong profile in the local market
- Enjoy a competitive salary, hybrid working, and a comprehensive benefits package designed to support your well-being and future
Our client, a leading insurance broker, is seeking an experienced Account Executive to drive new business development and manage a commercial portfolio in the Horsham area. This is an exciting opportunity for a motivated individual to take the next step in their career within a supportive team environment.
POSITION OVERVIEW
As an Account Executive, you will play a crucial role in expanding our client's commercial insurance portfolio, focusing on corporate and commercial accounts with an income of £2,500 and above. You will be responsible for creating marketing strategies, identifying opportunities, and taking ownership of the new business process while also managing a smaller existing book of business.
RESPONSIBILITIES
- Build and maintain strong client relationships, providing tailored insurance solutions and expert advice
- Identify and secure new business opportunities through networking, referrals, and market knowledge
- Oversee renewals, negotiate with insurers for competitive terms, and update policies to reflect business changes
- Ensure adherence to FCA regulations, Consumer Duty obligations, and internal policies
- Collaborate with internal teams, insurers, and industry partners, staying informed on market trends
REQUIREMENTS
- Experience as an Account Executive within commercial insurance
- Strong knowledge of insurance products, markets, and underwriting
- Proficiency in insurance platforms and client management systems
- Proven ability to generate new business and manage client portfolios
- Understanding of FCA and Consumer Duty regulations
COMPANY OVERVIEW
Our client is an award-winning, independent insurance broker who is committed to maintaining the highest standards of knowledge, ethical practice, and advice.
BENEFITS
- Wellbeing Support: Employee Assistance Programme, Group Medical Insurance, gym membership discounts, and an eye care scheme
- Flexible Work-Life Balance: Enjoy hybrid working, up to 27 days of annual leave (increasing with service), plus the option to buy extra days
- Future Planning: Benefit from a contributory pension, Group Life Assurance, and Income Protection
- Rewards & Recognition: Earn bonuses for successful referrals and professional qualifications
- Giving Back: Take volunteer days to support causes that matter to you
Alongside a competitive salary and comprehensive benefits package, you'll be part of a team that values entrepreneurial spirit, adaptability, and a bit of fun along the way.
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
....Read more...
Insurance Broker | Hybrid | Manchester | Up to £37,000
Looking for your next step in SME insurance broking?
Location: Manchester Salary: Up to £37,000 Job Type: Permanent
About Our Client Our client is a leading specialist in SME insurance, providing tailored solutions to clients across Property, Casualty, and various other classes. They’re seeking an Insurance Broker who thrives in a fast-paced, niche environment and is eager to develop their career further.
Role Overview This role focuses on SME clients with premiums up to £5,000. You’ll handle a wide range of insurance products, utilising your technical expertise to deliver excellent client service while working both independently and collaboratively with the team.
Key Responsibilities
Manage a portfolio of SME clients, primarily across Property and Casualty classes.
Advise clients on Professional Indemnity, Travel, Personal Accident, and other classes such as D&O, MLP, and Fleet where needed.
Handle delegated authority schemes and work efficiently using Acturis.
Deliver excellent communication and build strong client relationships.
Balance office and home working, with two office days per week
Ideal Candidate
Minimum of 2 years’ experience in SME Property and Casualty classes.
Knowledge of Professional Indemnity, Travel, and Personal Accident insurance (experience with additional classes advantageous).
Strong attention to detail, time management, and communication skills.
Cert CII qualification (preferred) with a willingness to progress further.
Previous experience with delegated authority schemes and Acturis is a plus.
What’s On Offer
Competitive salary up to £37,000 (dependent on experience).
Flexible working arrangement with two office days per week.
Opportunities for professional development, including Cert CII support.
Join a niche environment that supports growth and career progression.
Ready to take the next step in your broking career? Apply now to join this growing and supportive team!
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Account Executive - Sales - Award-Winning Insurance Broker
Location: Outskirts of Stratford-on-Avon
Contract Type: Permanent
Our client, a leading insurance broker, is seeking a driven Account Executive to join their broking team in the Outskirts of Stratford-on-Avon. This is an exciting opportunity to drive business growth and deliver exceptional service within a company committed to protecting, excelling, and succeeding together.
Position Overview
As an Account Executive, you will play a crucial role in developing and nurturing relationships with new and existing clients.
Responsibilities
- Drive business growth by developing and nurturing relationships with new and existing clients
- Provide tailored insurance solutions and manage accounts post-sale, ensuring clients' evolving needs are met
- Collaborate with internal teams to identify new opportunities and ensure compliance with regulatory standards
- Monitor and report on performance, ensuring targets are met or exceeded
- Represent the company professionally and maintain a positive image
- Manage administrative duties related to client accounts and documentation
Requirements
- Proven experience in an Account Executive role within the insurance industry
- Strong communication, negotiation, and client management skills
- Ability to identify new business opportunities and drive growth
- Knowledge of FCA regulations and compliance requirements
- Proficiency in CRM and insurance platforms
- Problem-solving mindset and ability to implement solutions
- Cert CII qualification or a willingness to work towards it (desirable)
- Experience with Acturis or similar policy management systems (desirable)
Benefits
- Access to a Wellbeing Assistance and Group Medical Insurance
- Gym membership discounts and an eye care scheme
- Flexible work arrangements and up to 27 days of annual leave (increasing with service)
- Option to buy extra days of annual leave
- Contributory pension, Group Life Assurance, and Income Protection
- Bonuses for successful referrals and professional qualifications
- Volunteer days to support causes that matter to you
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
....Read more...
Junior Insurance Broker - Home Insurance Twickenham - Fully Office Based Salary dependant on experience up to £30,000 plus £8,000-10,000 OTE
THE OPPORTUNITY:I'm working with an established brokerage with the facilities to train you you be the best Home Insurance Broker that you can be! It is a tight knit brokerage where everyone is encouraged, supported and trained which has allowed each individual to flourish.This is a fantastic opportunity for someone with a little bit of Personal Lines Insurance experience to go somewhere they will be valued and promoted for their efforts or for someone from a sales background who's looking to gain experience in a new field.They provide an intensive 4 week course at the beginning of your employment so, regardless of what your current level of experience is in Insurance, you will feel confident and supported in your new role.BENEFITS:
Bi-yearly opportunities for promotion - many people have been promoted into leadership positions
4 Week intensive training period
Health Insurance
Impressive Commission structure
CertCII qualification fully funded
THE ROLE
Calling people who have enquired about your Home Insurance policies
Providing advice, recommendations and quotes to new clients.
Administration; creating quotation documents for yourself and others, setting up client records, issuing documents to clients, checking proposal forms, diary management and so forth.
Liaising with insurers to get the best policy for the client meeting their demands and needs
Ensure that the sales process is completed and compliant with regulatory framework
Liaising with prospect clients / leads and closing the sale effectively.
SKILLS & ABILITIES:
Experience within an office environment is essential, ideally the insurance industry.
A pleasant, confident telephone manner
An effective communicator, both written and verbal, with an ability to communicate clearly & confidently to clients and colleagues
Highly organised with a systematic approach to work
Good attention to detail
Tenacious with presenting strong sales techniques and skills
Self-motivated to keep generating new business
Motivated and driven to achieve team and individual targets
Able to develop and sustain positive working relationships with internal and external parties
Familiarity with the Microsoft Office suite of programs
We are currently shortlisting for interview so if you are looking to supercharge your career within the insurance industry, Apply today!!
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Identify opportunities, produce leads, and book appointments for the sales force with the emphasis on high quality leads.
Develop creative pitches and propositions aimed at specific industry sectors.
Proactively follow-up on leads generated from canvassing by the account managers.
Use of initiative to identify and follow-up opportunities with companies who are not already on the database.
Manage the database to a high degree of accuracy to ensure targeted marketing activity can take place to generate new business.
Attend monthly meetings with the Corporate Account Managers to update information and discuss any issues.
Training:A fully work-based programme undertaking Level 4 Sales Executive Apprenticeship Standard qualification over 18 months. You will receive support from your employer mentor throughout as well as your training provider who will come out on site to deliver your apprenticeship qualification.Training Outcome:
Progression within the organisation and through the sales team.
Employer Description:The Health Insurance Group, formerly traded as SMQ Services Ltd, has been in business since 1993. The company was founded by John and David Collinge and, in the early days, primarily focused on private medical insurance. From the very beginning, first-class customer service has always been their priority, whether they were dealing with an individual or a company insuring 500 employees. As the business has grown and firms such as Healthcare Management Services in the NE came on board, John and David ensured that all new team members carried the same ethos, and today The Health Insurance Group still has clients from 1993. SMQ Services Ltd became an Appointed Representative of an AXA subsidiary in 2012, which The Ardonagh Group purchased in 2018. They control over £6 Billion in premiums with brands such as Swinton, Carole Nash, Towergate, to name but a few. With the might of such a large entity behind The Health Insurance Group, a small provincial broker, can now access market-leading rates and products but still provide market-leading, local broker customer service.Working Hours :Monday - Friday, between 9am - 5pm.Skills: Administrative skills,Analytical skills,Attention to detail,Communication skills,Customer care skills,IT skills,Organisation skills,Problem solving skills....Read more...
The Insurance Administrator/Broker role directly affects the sales performance and profitability of the business unit, as it is wholly responsible for the renewal of existing clients and the placing of new business or upselling with our agencies through Acturis.
It is the responsibility of the Apprentice to renew a minimum of 95% of the existing policies and ensure that we have correct agencies to facilitate new business.
You must have a comprehensive knowledge of the appetites of our agencies and track the performance of the agency to ensure that it is fit for purpose.
In addition, you must ensure our quotes meet the demand and needs of our clients and treat them fairly.
It will be your responsibility to meet targets and KPIs through working closely with colleagues and management to ensure that all actions fully support the businesses operational requirements in line with company brand, vision, policies, and organisational culture.
Job Responsibilities & Performance Standards:
Implement our New Business & Renewal Process.
Produce a Broker Report through Acturis, which compares and contrasts the clients existing policy with the new quotes we have provided them. It should provide the customer with various scenarios in which the policy can and can’t be used.
Complete fact finds with all required information. Updating in-house, Industry specific Fact Finds as and when required.
Complete required Broker Assess training to keep up to date with knowledge and fulfil FCA continuous professional development requirements.
Compliance is mandatory at all times and should be adhered to 100% of the time.
Produce daily, weekly, monthly reports that track both renewals & new business sales.
Build strong working relationships with clients and Insurers.
Hold close meetings with senior management to establish that you have agreed all the conditions of the sale prior to trying to close a sale.
Ensure you identify all potential gaps in clients insurance and cross sell all products.
Use all internal systems to conduct business and educate our clients and potential clients.
Desire to hit & exceed targets with a positive can do attitude.
Be extremely well organized & know how to prioritize tasks.
Training:
Full training will be given leading to a recognised Business Administrator Apprenticeship Standard Level 3 Qualification
Full on the job training will be delivered
Off the job training will be supported by our training provider - Davidson Training UK Ltd
You will complete the Functional Skills in maths and English up to and including Level 2 (if you don't already hold the equivalent)
All training will be delivered within the workplace during working hours
Training Outcome:
Full position will be available after the completion of the apprenticeship
Employer Description:At Trevellyan our goal is to provide outstanding service to our clients by finding the right insurances for their businesses. We are brokers for both business and personal insurance packages ranging from office insurance, professional Indemnity, Commercial Combined to High Net Worth buildings & contents insurance.Working Hours :9.00am - 6.00pm. Days TBC.
You will work 9.00am - 5.00pm daily and the remaining hour will be used towards the completion of off the job training for your Apprenticeship studies.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Motivated,Strong computer skills,Strong command of English,Strong influence,Ability to work independently,Excellent time management,Target driven,Seeking out opportunities,Resilience....Read more...
Account Executive - Personal Lines Insurance
Location: UK (Doncaster)
Contract Type: Permanent
Monday-Friday 9 am-5:30 pm / may depend on location of office / Hybrid 2 days
- Join an award-winning, independent insurance broker with a supportive and inclusive culture
- Develop your career with a company committed to professional development and continuous learning
- Enjoy a comprehensive benefits package designed to support your well-being and work-life balance
- Be part of a team dedicated to delivering exceptional service to personal lines clients
Our client, a leading independent insurance broker, is seeking a skilled Account Executive to join their thriving Personal Lines team. This is an exciting opportunity for an experienced professional to play a key role in maintaining strong client relationships and driving business growth.
Position Overview
As an Account Executive within the Personal Lines team, you will be responsible for managing a portfolio of personal lines clients, ensuring their insurance needs are met with the highest level of service. You will act as the primary point of contact for clients, providing expert advice and support throughout the policy lifecycle.
Responsibilities
- Develop and maintain strong relationships with personal lines clients
- Handle client enquiries and provide timely, accurate responses
- Assist in the renewal process, ensuring policies reflect clients' current needs
- Negotiate competitive terms with insurers on behalf of clients
- Identify new business opportunities through networking and referrals
- Ensure compliance with all regulatory requirements, including FCA regulations and internal policies
The person
- Experience in an Account Executive or customer-facing role within the personal lines insurance sector
- Familiarity with personal lines insurance products, such as home, motor, and travel insurance
- Proficiency with insurance platforms and client management systems (e.g., Acturis)
- Understanding of compliance regulations, including FCA and Consumer Duty obligations
- Excellent communication and organisational skills
- A proactive approach to client management and business development
- Ability to work collaboratively within a team
- Client-focused mindset dedicated to delivering high levels of service and satisfaction
- Progress towards or willingness to pursue industry qualifications (e.g., Cert CII) is desirable
Benefits
- Access to a Wellbeing Assistance
- Group Medical Insurance and gym membership discounts
- Flexible work arrangements and generous annual leave (up to 27 days, increasing with service)
- Contributory pension and Group Life Assurance
- Income Protection and bonuses for successful referrals and professional qualifications
- Volunteer days to support causes that matter to you
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
....Read more...
Account Executive - Personal Lines Insurance
Location: Leamington Spa
Contract Type: Permanent
- Monday-Friday 9 am-5:30 pm / may depend on location of office / Hybrid 2 days
- Join an award-winning, independent insurance broker with a supportive and inclusive culture
- Develop your career with a company committed to professional development and continuous learning
- Enjoy a comprehensive benefits package designed to support your well-being and work-life balance
- Be part of a team dedicated to delivering exceptional service to personal lines clients
Our client, a leading independent insurance broker, is seeking a skilled Account Executive to join their thriving Personal Lines team. This is an exciting opportunity for an experienced professional to play a key role in maintaining strong client relationships and driving business growth.
Position Overview
As an Account Executive within the Personal Lines team, you will be responsible for managing a portfolio of personal lines clients, ensuring their insurance needs are met with the highest level of service. You will act as the primary point of contact for clients, providing expert advice and support throughout the policy lifecycle.
Responsibilities
- Develop and maintain strong relationships with personal lines clients
- Handle client enquiries and provide timely, accurate responses
- Assist in the renewal process, ensuring policies reflect clients' current needs
- Negotiate competitive terms with insurers on behalf of clients
- Identify new business opportunities through networking and referrals
- Ensure compliance with all regulatory requirements, including FCA regulations and internal policies
The person
- Experience in an Account Executive or customer-facing role within the personal lines insurance sector
- Familiarity with personal lines insurance products, such as home, motor, and travel insurance
- Proficiency with insurance platforms and client management systems (e.g., Acturis)
- Understanding of compliance regulations, including FCA and Consumer Duty obligations
- Excellent communication and organisational skills
- Proactive approach to client management and business development
- Ability to work collaboratively within a team
- Client-focused mindset dedicated to delivering high levels of service and satisfaction
- Progress towards or willingness to pursue industry qualifications (e.g., Cert CII) is desirable
Benefits
- Access to a Wellbeing Assistance
- Group Medical Insurance and gym membership discounts
- Flexible work arrangements and generous annual leave (up to 27 days, increasing with service)
- Contributory pension and Group Life Assurance
- Income Protection and bonuses for successful referrals and professional qualifications
- Volunteer days to support causes that matter to you
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
....Read more...
Account Executive - Personal Lines Insurance
Location: Sheffield
Contract Type: Permanent
- Monday-Friday 9 am-5:30 pm / may depend on location of office / Hybrid 2 days
- Join an award-winning, independent insurance broker with a supportive and inclusive culture
- Develop your career with a company committed to professional development and continuous learning
- Enjoy a comprehensive benefits package designed to support your well-being and work-life balance
- Be part of a team dedicated to delivering exceptional service to personal lines clients
Our client, a leading independent insurance broker, is seeking a skilled Account Executive to join their thriving Personal Lines team. This is an exciting opportunity for an experienced professional to play a key role in maintaining strong client relationships and driving business growth.
Position Overview
As an Account Executive within the Personal Lines team, you will be responsible for managing a portfolio of personal lines clients, ensuring their insurance needs are met with the highest level of service. You will act as the primary point of contact for clients, providing expert advice and support throughout the policy lifecycle.
Responsibilities
- Develop and maintain strong relationships with personal lines clients
- Handle client enquiries and provide timely, accurate responses
- Assist in the renewal process, ensuring policies reflect clients' current needs
- Negotiate competitive terms with insurers on behalf of clients
- Identify new business opportunities through networking and referrals
- Ensure compliance with all regulatory requirements, including FCA regulations and internal policies
The person
- Experience in an Account Executive or customer-facing role within the personal lines insurance sector
- Familiarity with personal lines insurance products, such as home, motor, and travel insurance
- Proficiency with insurance platforms and client management systems (e.g., Acturis)
- Understanding of compliance regulations, including FCA and Consumer Duty obligations
- Excellent communication and organisational skills
- Proactive approach to client management and business development
- Ability to work collaboratively within a team
- Client-focused mindset dedicated to delivering high levels of service and satisfaction
- Progress towards or willingness to pursue industry qualifications (e.g., Cert CII) is desirable
Benefits
- Access to a Wellbeing Assistance
- Group Medical Insurance and gym membership discounts
- Flexible work arrangements and generous annual leave (up to 27 days, increasing with service)
- Contributory pension and Group Life Assurance
- Income Protection and bonuses for successful referrals and professional qualifications
- Volunteer days to support causes that matter to you
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
....Read more...
We are a rapidly growing business that is passionate about our people and clients. Our purpose is to interact with clients and colleagues in a more holistic and dynamic way and to challenge the norm. We have created an ecosystem that includes other like-minded professionals & we believe having great individuals in our business makes for a great client experience.
The purpose of this role is to provide underwriting expertise and capability to our colleagues, to own and manage these relationships and deliver an agreed level of service.
Responsibilities:
To provide the highest quality of underwriting service to colleagues and clients
To deliver demonstratable good service to colleagues and clients
Work closely with others in the business to complete defined tasks that support our underwriting processes
Provide demonstrable proactive service to internal and external stakeholders and business partners
Training:
Fully and part funded learning and development programme that includes the Cert CII
Develop the knowledge, skills and behaviours of successful Insurance Practitioners
Role-specific route ways tailor the apprenticeship to the job role
Assistant Underwriter
Junior Broker
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII study e-books and exam entries
Resit costs for CII exams and End-Point-Assessment will be covered by the employer
Fortnightly workshops for each CII exam
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real time support and assistance from experienced and qualified insurance professionals
Exam tips, tricks, and strategies
Regular tutorials and assessments with your dedicated trainer
Training Outcome:
Partners& has a clear career framework with opportunities for progression and promotion. Partners& also has its own academies where attendees can learn new skills and knowledge to achieve a successful career in the insurance industry
Employer Description:Partners& is an award-winning insurance broker. Having launched in 2020, our aim is to be the best advisory business in the UK. We focus on partnership with our clients and our specialties include Home, Travel, Asset, Events & Business Insurance. Partners& are nationwide with around 500 employees.Working Hours :Monday to Thursday, 9.00am - 5.30pm (1 hour lunch break) Friday, 9.00am - 5.00pm (1 hour lunch break).Skills: Communication skills,IT skills,Organisation skills,Administrative skills,Team working,Motivated,Open minded,Keen to learn,Proactive....Read more...
Your Path to Insurance Entrepreneurship Starts Here
Bridge the Gap Between Your Ambition and Success - Talk to me about AR Partnerships today
Are you an exceptional Underwriter or Broker with the vision to run your own business? We are the trusted intermediary that connects top-tier insurance talent with premier regulatory partners who can turn your entrepreneurial dreams into reality.
We partner with hand-selected Institutions who have experience in supporting Insurance Brokers and Underwriters as they grow in their journey.
We Don't Just Introduce. We Facilitate Your Success.
Our Unique Proposition:
Handpick the most promising insurance professionals
Match you with industry-leading regulatory backers
Provide end-to-end support in your AR journey
Zero upfront costs to qualifying candidates
For Underwriters: Your MGA Dream, Our Mission
Your Expertise Deserves More
Bypass traditional barriers to entry
Gain instant credibility through our established network
Access regulatory frameworks without months of paperwork
For Brokers: Your Brokerage, Our Support
Break Free from Corporate Constraints
Eliminate complex FCA approval hurdles
Leverage our network of specialised backers
Focus entirely on building your business
Your Transformation Begins Now. Get in Contact today to discuss how we can transform your career this New Year.
We're not just an intermediary – we're your strategic partner in insurance entrepreneurship.
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Commercial Account Handler | Hybrid | Up to £37,000 | Greater Manchester
Location: Greater Manchester Salary: Up to £37,000 Job Type: Hybrid
About the Role An established insurance broker is looking for an experienced Commercial Account Handler to join their team. This is an excellent opportunity for someone looking to work on a diverse commercial portfolio while benefiting from strong career progression and a supportive team environment.
Key Responsibilities
Manage a portfolio of commercial clients, providing tailored insurance solutions
Handle renewals, mid-term adjustments, and new business enquiries
Liaise with insurers to negotiate competitive terms
Provide expert advice to clients and ensure excellent customer service
Maintain accurate records and compliance with industry regulations
What We’re Looking For
Experience handling commercial insurance policies across multiple product lines
Strong negotiation and client relationship management skills
Excellent attention to detail and ability to manage workloads effectively
Proficiency in insurance systems, with Acturis experience being an advantage
What’s On Offer
Competitive salary up to £37,000
Hybrid working for a better work-life balance
Career development opportunities within an established brokerage
A supportive and collaborative working environment
If you're open to hearing more, send me a message to discuss further.
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Account Executive - SME Insurance Specialist
Location: Outskirts Watford
Contract Type: Permanent
Join an award-winning, independent insurance broker
This well-established insurance consultancy is seeking an experienced SME Account Executive to join their dynamic team. In this role, you will manage a diverse portfolio of clients, delivering tailored insurance solutions while building strong relationships and identifying new business opportunities This is an excellent opportunity for an experienced insurance professional to contribute to the success of a growing organisation committed to delivering expert insurance solutions.
Responsibilities
- Manage and develop a portfolio of SME clients, delivering tailored insurance solutions
- Build and maintain strong relationships with clients, understanding their unique needs and risk profiles
- Identify and pursue new business opportunities to grow the portfolio
- Provide exceptional customer service, addressing client queries and concerns promptly
- Oversee policy renewals, negotiating competitive terms with insurers
- Ensure compliance with FCA regulations and company policies
- Collaborate with colleagues across the organisation to deliver comprehensive client solutions
- Stay up-to-date with market trends and developments to provide informed advice to clients
Requirements
- Proven experience within the insurance sector, particularly in commercial insurance and E-Trade package policies
- Strong knowledge of insurance products and their application to SME clients
- Proficiency in using insurance platforms and client management systems
- Excellent communication and relationship-building skills
- Ability to generate new business and meet sales targets
- Strong understanding of FCA regulations and compliance requirements
- Cert CII qualification or willingness to work towards it (desirable)
- Experience using Acturis or similar systems (desirable)
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
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The key duties of the post are as follows:
Reconciling Insurance & Mortgage Broker commissions, using our mortgage system to enter commission amounts to be paid
Entering supplier invoices into Xero
Answering broker queries by phone or email
Assisting with the weekly bank reconciliations
Using pivot table to summarise income and expenses
Purchase and sales ledger postings
Raising sales invoices
Credit control
Assist in recording financial transactions using accounting software
Maintain accurate and organised financial records
Support the preparation of financial reports and statements
Completing other duties as required
Training:Gaining the AAT Level 2 (AQ2022) qualification
Studying the following modules:
Introduction to Bookkeeping
Principles of Bookkeeping Controls
Principles of Costing
The Business Environment
Training is via our live online learning portal, typically one day a week. Support by a qualified tutor and work coach to ensure successful completion of your apprenticeship.Training Outcome:After successfully achieving the AAT Level 2 qualification, the candidate will be considered for the Level 3 and Level 4 AAT. Apprenticeship training and/or the opportunity to progress to a more senior level with the firm and a career within accountancy.Employer Description:Connect Mortgages are a multi-award-winning team of professional mortgage advisers with a strong track record of delivering exceptional customer service. Our team is dedicated to finding the right mortgage product and aims to meet your needs, no matter your circumstances.Working Hours :Monday-Friday 9am-5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Commercial Client Executive (Insurance) Location: Nottingham (Hybrid Working)
About the Role
We are seeking a driven Commercial Insurance Client Executive to join an established team in Nottingham. This client-facing role offers hybrid working arrangements and the opportunity to manage and develop your own portfolio of commercial clients.You will be looking after an existing book of clients which you will then grow.
Key Responsibilities
Develop and maintain strong relationships with new and existing commercial clients
Manage and grow a portfolio of commercial insurance clients
Conduct client meetings and risk presentations
Identify cross-selling and up-selling opportunities within existing accounts
Work closely with Account Handlers to ensure seamless client service delivery
Negotiate with insurers to secure optimal coverage and terms
Deliver professional insurance advice and solutions tailored to client needs
Lead renewal strategies for your portfolio
Achieve agreed growth and retention targets
Essential Requirements
Proven track record in Commercial Insurance sales
Strong technical insurance knowledge
Professional CII qualification (or commitment to achieve)
Excellent negotiation and presentation skills
Valid UK driving license
Strong commercial acumen and business development skills
Understanding of FCA regulations and compliance requirements
Benefits:
Competitive salary package dependent on experience
Bonus based on New Business and Renewals
Annual company bonus scheme
Hybrid working arrangements
25 days annual leave, increasing by one day per year of service up to 28 days
Bank holidays
4x salary death in service benefit
Full support and funding for CII professional qualifications
Comprehensive training and development programme
To Apply: We are currently shortlisting for interview so if you are an experienced Commercial Account Handler or Broker looking for an exciting new challenge, apply today for immediate consideration
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Some of your specific responsibilities during apprenticeship could include:
You will assist with building and strengthening business relationships with key brokers, helping with strategic planning and management.
You will support meetings and contribute to presentations that help win and keep important accounts.
You will help brokers understand Allianz’s services and act as a contact for any questions they have.
You will contribute to mapping out relationships with brokers, promoting Allianz as a preferred partner.
You will help grow Allianz's business by meeting targets for new sales, upselling, and cross-selling with global brokers.
You will work closely with different teams inside the company to strengthen internal relationships.
You will assist with broker-related tasks like accreditation, credit scoring, and negotiating important agreements.
Training:Our Apprenticeship Program is the perfect opportunity to start your career with a global company in the dynamic and thriving insurance industry.
Starting in September 2025, our Underwriting Apprentice program will allow you to develop a range of skills while spending two years working in one of our Underwriting teams. In addition to on-the-job development, you’ll spend 20% of your time participating in a Level 4 Insurance Specialist apprenticeship which will enable you to apply for your Diploma in Insurance from the Chartered Insurance Institute. This is an ideal opportunity for anyone looking to embark on a career as an Underwriter and will provide you with the knowledge, skills, and behaviors for success. Training Outcome:Our Apprenticeship Program is the perfect opportunity to start your career in the insurance industry with a global company. You will complete the apprentieship with valuable and tranferable skills that will assist you to seek a Junior Events and Marketing role. Alternatively, you may choose to follow one of the many and varied alternative career paths that the insurance industry offers.Employer Description:At Allianz Commercial, we are the global leader for insuring corporate and specialty risks in the Allianz Group. Whether it’s aircraft, the world’s biggest ships and tallest building, cyber-attacks or climate change impacts, Allianz Commercial) has the major risks covered when it comes to protecting businesses.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Analytical skills,Team working,Creative,Initiative,Proactive....Read more...
To gain a full and proper understanding of all systems both manual and electronic
Telephone answering
To liaise with both clients and insurers in obtaining necessary papers and information to complete our files
To understand and conduct file audits with instruction from the management
Provide daily, weekly & monthly reports as required
To understand and manage information between the client and premium finance house
Processing and invitation of renewals
Hold cover confirmations to both client and insurer for new business, mid-term adjustments & renewals
Update and manage client records
Handling of both internal & external mail (paper & electronic)
Training:
Insurance practitioner Level 3 qualification
Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment
Initial induction will take place in a class room environment on-site and subsequent training will be split between on-line learning and "on-the-job" training
Following the first months initial induction all training will be conducted one day per week
Training Outcome:
Once qualified there will be an opportunity to take further professional qualifications
The succesful applicant can choose to remain in the "personal lines" team and further develop their client base and existing portfolio
Or the succesful applicant could choose to apply to move to the commercial team to develop skills for more complex commercial clients, managing an existing portfolio whilst adding new business
Employer Description:Established in 1981, Ashbourne Insurance Services Limited (AIS) is a family run, provincial, general, insurance broker, authorised and regulated by the financial conduct authority. AIS offer the full range of both personal and business insurances to local residents and the business community.
With a staff of 15 based at our offices in Hoddesdon we aim to provide a diverse mix of insurance solutions to our local community.Working Hours :Monday - Friday, 9.00am - 5.30pm and every 3rd Saturday, 9.00am - 12.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Team working,Creative,Initiative,Must be a good communicator....Read more...
Trainee Insurance Broker Gravesend Salary Scaled Dependant on Experience + Uncapped Commission
THE OPPORTUNITY:Are you a sales person waiting to break into the world of Commercial Insurance?I'm working with a small brokerage with the facilities to train you you be the best sales-person that you can be! It is a tight knit brokerage where everyone is encouraged, supported and trained which has allowed each individual to flourish.The team consistently exceeds their targets and are consistently rewarded with trips, incentives, and so much more.Do you have experience in Personal lines Insurance and want to move into the commercial world? Are you a sales executive, sales representative, or business developer passionate about breaking into insurance? Then I want to hear from you!BENEFITS:
Christmas Shutdown in addition to holidays
Quarterly events including trips to Ascot, laser tag, paint balling, dinners, lunches and trips away and so much more!
Impressive Commission structure
CertCII qualification fully funded
THE ROLE
Providing advice, recommendations and quotes to new clients.
Lead generation Including cold calling and information gathering.
Self-generating new business leads and obtaining accurate for our databases
Administration; creating quotation documents for yourself and others, setting up client records, issuing documents to clients, checking proposal forms, diary management and so forth.
Liaising with insurers to get the best policy for the client meeting their demands and needs
Ensure that the sales process is completed and compliant with regulatory framework
Liaising with prospect clients / leads and closing the sale effectively
Working towards your Cert CII qualification
SKILLS & ABILITIES:
Experience within an office environment or retail experience, ideally the insurance industry.
A pleasant, confident telephone manner
An effective communicator, both written and verbal, with an ability to communicate clearly & confidently to clients and colleagues
Highly organised with a systematic approach to work
Good attention to detail
Tenacious with presenting strong sales techniques and skills
Self-motivated to keep generating new business
Motivated and driven to achieve team and individual targets
Able to develop and sustain positive working relationships with internal and external parties
Familiarity with the Microsoft Office suite of programs
We are currently shortlisting for interview so if you are looking to catapult your career within the insurance industry, Apply today!!
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You will be an integral part of our team's success, ensuring that the office operates smoothly and that our clients are satisfied at all times
You'll handle incoming customer administrative and sales inquiries, build client relationships, identify sales prospects, and broaden your insurance knowledge. You'll also provide great customer service and administrative assistance
You will be given full training right from the beginning and supported throughout your journey with us
If you’re determined to succeed, have a positive attitude and know when to ask for help, then we can train you in the knowledge needed to be a success!
Duties would include:
Consistently offer a thorough and competent service while following company, industry and regulatory guidelines and procedures
Liaising with new/existing clients over the telephone, by email and by post
Updating the database and maintaining records
Running through new quotations
Chasing of all new business cases every week
Pursuing all current business inquiries on a weekly basis
Maintaining filing systems
Dealing with daily post
Renewing insurance policies
Admin related work
Making/receiving numerous telephone calls
Processing/attending to diaries
Problem solving and critical thinking
Training:
Full on-the-job and off-the-job training will be delivered supported by our Training Provider - Davidson Training UK Ltd
All training will be carried out within the workplace during working hours
Business Administrator Apprenticeship Standard Level 3Level 2 Functional Skills in English and mathematics (if you already do not hold the equivalent)
Full training will be given leading to a recognised Business Administrator Apprenticeship Standard
Training Outcome:There is plenty of scope for development within the company and you will be given full training right from the beginning and supported throughout your journey with us.Employer Description:LAST IN THE ALPHABET.
FIRST IN SERVICE!
An innovative insurance broker, specialising in all types of insurance. With over 20 years’ experience in the insurance industry, XYZ Insurance specialise in providing insurance for those needing a policy tailored to their needs. Our focus is providing exceptional service and cover to those who carry passengers, parcels or drive vehicles for their own personal business. You may not immediately realise it but insuring those who drive for a living is often a difficult task. While you may be able to purchase basic motor insurance online, working with an independent agent like XYZ insurance is the best option if you need more specialised solutions. Here at XYZ Insurance we realise that speed and service are of the essence, as if your wheels aren’t turning… you’re not earning!
XYZ Insurance has the knowledge and expertise to make sure you are covered in the event of any type of accident or incident. We are always here for you; whether you want to purchase a policy today or you are just asking questions, our team will make sure you get the service you need. XYZ Insurance may be last alphabetically, but we are first in customer service and satisfaction.Working Hours :Monday to Friday 09:00- 17:00. 1-hour unpaid lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Initiative,Patience....Read more...
SENIOR COMMERCIAL ACCOUNT HANDLER LICHFIELD - FULLY OFFICE BASED UP TO £45,000
THE OPPORTUNITY:My client is a well established Insurance Broker in the commercial sector and is now looking to expand their team! Due to their continued success they have a fantastic opportunity for an experienced Commercial Account Handler to join the team and develop their career in the business.You will be working alongside the two existing Account Executives and handling commercial client accounts their current books of business along with attending client visits.If you are an experienced Commercial Account Handler looking for an opportunity in a rewarding environment where you are offered fantastic opportunities to develop and progress and work with a driven and motivated team, this opportunity is not to be missed!PACKAGE:
Salary up to £45,000
Private Health Insurance
4x Death In Service
Time off for Studying/ sitting Insurance qualifications
Bonus Structure for hitting targets
Free parking
RESPONSIBILITIES:
To maintain appropriate, regular contact with existing customers and ensure their insurance requirements continue to be met in line with service levels.
In conjunction with the manager of the construction division, prepare and agree any forecasts, targets, plans and budgets for your respective area of work in order to establish clear work targets.
To work closely with Account Executives and other Account Handlers where necessary, to ensure a high level of customer satisfaction.
Make certain that files, notes and other records are clear, complete, up to date and available to other staff standing during periods of absence, in order to maintain high levels of client service and accuracy of documentation.
To act at all times within the FCA Principles for Business and to comply with FCA and internal procedures at all times in order to ensure the company meets it’s responsibilities in this area
To assist the wider Division and Broking team with London Market presence and with placing via Lloyds.
SKILLS & ABILITIES:
Experience as a Commercial Account Handler with knowledge of a broad range of commercial insurance products.
Acturis experience preferred
Ability to organise self and own work.
Questioning and evaluation of client needs.
Ability to build relationships – internal & external.
Communication skills: telephone, verbal & written.
Selling and cross selling.
Rapport building with clients and underwriters.
TO APPLY:
If you are an experienced Commercial Insurance Account Handler with the required skills, please send your CV for immediate consideration as we are currently shortlisting for interview
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The purpose of the role is to create insurance solutions which provide people with the confidence toachieve their dreams. The majority of the duties will be office based, but as you grow in confidenceand ability, we’ll let you out to see clients, visit Lloyds of London and our Underwriters.
Previous apprentices have represented the company at the prestigious Insurance Times awards heldat the O2 where we have been a finalist three times.
Duties may include:
Learning about Insurance and how it helps people and businesses
Helping clients understand their insurance needs
Talking to Insurers, presenting risks, explaining problems and creating solutions
Preparing quotes and writing to clients
Placing cover and collecting premiums
Helping clients with their ongoing enquiries, including when they need to make a claim
Negotiating with Underwriters and others
Using multiple IT programmes such as Outlook and Word
Communicating with clients and colleagues via email, face to face and over the phone
Completing tasks and managing priorities
Learning about the organisation
Maintaining records and files
Filing and general office admin
The employer will be interviewing throughout the advertisement period
Training:As part of the apprenticeship you will complete the Level 3 Business Administrator apprenticeship standard. You will receive a grade Pass or Distinction on completion.
In addition to the apprenticeship standard you will complete Level 2 Functional Skills in maths and English, if you don't have GCSEs grades C/4 or above or equivalent. The delivery will take place in the workplace and the final exams at one of East Sussex College's campuses.
The apprenticeship will be delivered fully in the workplace, and you will have assessor meetings every 4-6 weeks and workplace reviews every 10-12 weeks to monitor your progress. There will also be monthly workshops.Training Outcome:We want to work with people who want a career in a great profession. We have a track record of offering permanent positions to apprentices who impress us, and our people go on to achieve incredible things.
During your apprenticeship, and in addition to your diploma, we will support you inobtaining the Chartered Insurance Institute qualification - Foundation in Insurance.
If we offer you a permanent job, we will provide training and support in your second year which will enable you to obtain the Certificate in Insurance. We also provide support for employees who wantto progress further and take the Diploma and Advanced Diploma.Employer Description:We are a Commercial Insurance Broker, specialising in Professional Indemnity and Building Project Insurance for small and medium sized enterprises. The business was started in the owner's bedroom19 years ago and is now turning over £5.6 million per year. Amazing things happen because of the work that we do. We provide the financial foundations on which people build their dreams. From grand designs to incredible journeys we empower the peace of mind that enables great things to happen.
Our core values are to work hard but we also have fun and look after each other as a team.
We are always willing to teach others so that we continue to learn.Working Hours :Monday - Friday, 9.00am - 5.30pm, with a 1 hour unpaid lunch.Skills: A good listener,A great communicator - written,Organised,Interested in detail,Sociable,Loves helping others,Basic computer skills,Numerate,Can calculate percentages,Enjoy a challenge,Care about other people,Want to study and progress....Read more...
