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    Broker Account Handler - Bradford

    £38000.00 - £45000.00

    Job description

    JOB TITLE : Broker Account Handler

    DEPARTMENT : CBU Department

    RESPONSIBLE TO : Director

    You naturally prefer working for a true independent Broker, as you know many clients appreciate good, quality local service.

    When working at an independent as an employee, you generally don’t feel like a number. You go from feeling as if you are a cog in a machine, to becoming an important asset within a growing company. You are rewarded consistently for your efforts, frequent pay reviews, clear progression routes, all without the red tape around you.

    If you’re a Commercial Account Handler longing for this type of environment, and you’re fed up of the day to day commute into a City Centre then this opportunity will be perfect.

    Oh and it’s paying up to from a great basic too!

    Douglas Charles have been retained by a West Yorkshire based, family owned, independent Broker who are looking to recruit a Commercial Account Handler to join the team.

    Having increased the business by 62% over the past 5 years, this broking firm are going from strength to strength and are looking for ambitious, commercial insurance professionals who would like to become part of their exciting journey ahead

    Overall objective:

    To assist in the day to day handling of an allocated portfolio of clients with particular responsibility for underwriting and the administration of all commercial policies including financial lines policies, following department and company procedures in ensuring a high level of service provision in accordance with FCA regulations

    Role Description:

    Technical Support:

    Provide, advice and guidance in technical insurance matters and procedures. Checking policy wordings etc and negotiating with clients and Insurers. Working with a DUA under a niche product and sector.

    Workload Management:

    Responsible for the handling of new instructions in respect of a portfolio of existing SME and Trainsure clients up to a premium level of approx £5,000 and other work as required

    • Responsible for own portfolio of clients
    • Renewal process and markets as necessary
    • New business quotes – e-trade and direct market presentations.
    • Mid-term adjustments and queries

    Client Servicing:

    Deal with new and existing clients’ portfolios of insurances including quotes, underwriting under a DUA or e-trade.

    Administration:

    Ensure the fast and effective handling of daily tasks and correspondence, maintain, design and implement new office systems where necessary, maintain specific scheme bordereaux and any other administration required to fulfil the DUA and other daily duties

    ROLE SPECIFIC SKILLS:

    · 5 years minimum Insurance industry experience – Essential

    · Financial Lines Experience – Essential

    · Broking background – Desirable

    · Computer Skills – Acturis – Desirable

    · Computer – Word/Excel – Essential

    · Commercial Insurance knowledge and experience – Essential

    · Cert CII / ACII qualifications – Desirable

    · Full clean Driving Licence – Desirable

    CORE SKILLS:

    · Flexible – Essential

    · Work on own initiative – Essential

    · Time management – Essential

    · High level communication skills – Essential

    · Planning – Essential

    · Customer Facing – Desirable

    This business has genuine plans to expand to become one of West Yorkshires leading independent Brokers and this is the ideal time to join them on this journey.

    If interested, please do get in touch and one of the team will review your application.

     

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      What Our Clients Say

      Hi, my name is Ronan Cezar.

      I was recently assisted by Douglas Charles team for a job position.

      I was able to get an offer thanks to Mr. David Armitage and Mrs. Sharon Devine.
      David and Sharon were not only supportive, kind and patient, they were the key element to make my new job possible.

      I hope everyone looking for a job could have such an incredible assistance.
      Totally recommended.

      Thanks Sharon and David,

      Yours sincerely,

      Ronan Cezar

      Ronan Cezar

      Ronan Cezar
      International Business Partner - International Business Partner, VIOOH Limited

      Douglas Charles deliver a professional and personalised service, they make you feel comfortable putting your trust in them to find the right fit of candidate for your role.  Sharon our consultant is friendly, approachable, helpful and understanding, she demonstrates professionalism and passion in her work. I appreciate her quick response, efficiency and prompt follow-ups to my requests.  She knows and understands how we work here at Slingsby’s and will not swamp you with CV’s only forwarding those of people likely to be a good fit.

      Thanks for all your help Sharon

      Kind regards,

      Morag J Tearne

      HR, Health & Safety Manager

      Morag Tearne

      Morag Tearne
      Various Office Based Roles - HC Slingsby PLC

      Sharon and David at Douglas Charles listened and understood my dilemma when I had a problem. Only then did they look for suitable relevant opportunities for me.

      Within two weeks I had two job offers. I would recommend Douglas Charles to anybody who is looking for new staff or a new job.

      Mark Robinson

      Mark Robinson
      - Burrow & Crowe Ltd

      “Throughout the recruitment process Sharon kept me fully up to date with the progress of my application. Arranging the interview with the recruiting company and communicating professionally and timely at all stages.

      Sharon supported me and answered any questions I had prior to the interview. Sharon’s support and advice was invaluable and the match between job role and candidate experience and suitability was second to none. I highly recommend this recruitment business for finding the right people for the right roles, I have worked with recruiters previously both as a recruiting manager in business and as a candidate, and Douglas Charles Recruitment stands out as a step ahead of the rest, fantastic service that delivers results! Thankyou.!”

      I truly love my job and your help was a major factor in this life change move for me and I am very grateful to you.

      Kind regards,

      Robert

       

      Robert Guest

      Robert Guest

      Robert Guest
      Customer Service and Retentions Manager - Simply Vehicle Leasing

      Douglas Charles Recruitment helped me to recruit two superb new people to join my team at Business Coaches Yorkshire Ltd, my Action Coach franchise and I would recommend Douglas Charles to anyone looking for support with recruiting.

      Sharon, my main contact, was amazingly helpful from our first meeting through to checking in after the team members had started to make sure everything was good.

      On our initial call Sharon asked lots of questions to get clarity on the business, the roles I was looking to recruit and what I needed skills and behaviour wise from candidates. She used all of this information gleaned to turn my job description into an effective job advert and tweaked this over a few weeks to ensure the candidates applying matched the profile needed.

      Sharon worked closely with me to accommodate the recruitment process I wanted to use – CV screening, an initial telephone interview by Sharon, a group interview and then 121 interviews with me.

      She easily adjusted her ways of working to meet my needs and in the group interview was an invaluable second pair of eyes and ears – offering sound insight on the candidates and willing to voice her opinion to help me reach a decision on who to invite to the next stage.

      Sharon worked hard to find the right candidates – matching people both on skills and attitude for my requirements. She is highly personable, a great support during the recruitment process and a good judge of character.

      The candidates experience was equally positive – with both of them describing Sharon as incredibly friendly – she quickly put them at ease, was very informative and clear on what to expect and responsive to their queries and questions.

      I would recommend Douglas Charles Recruitment to anyone looking to recruit.

      Jenni Morgan

      Business Growth Specialist

      ActionCOACH UK

      Jenni Morgan

      Jenni Morgan
      Telemarketer - Business Coaches Yorkshire Ltd

      I have used Douglas Charles recruitment for our professional needs.

      They are an amazing agency and they take the time to actually listen and get to know the company and the ethos that they are recruiting for. This is what sets them apart from the rest.

      Barnaby Roe

      Barnaby Roe
      Managing Director - Wakefield Pharmacy

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