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Insurance Account Handler - SME

newcastle-upon-tyne, tyne and wear

About Us

JMG Group are a private equity backed insurance broker, based in Guiseley, Leeds with regional office representation around the UK. We are a top 30 broker with 550+ employees and we are growing at significance pace following our MBO that took place in November 2020.

JMG Groupplace over £200m of Gross Written Premium into the market and our teams are very well respected in the industry. Customer excellence and doing the right thing is the backbone to our business ethos, which means that our talented people, high-tech systems, and robust processes are all central to our continued success.

The Role

We have a brand-new batch of opportunities for experienced Account Handlers with Commercial or SME experience to join our growing teams based in either Guiseley or in Gosforth in Newcastle (hybrid working options available following training). The roles will either support the inbound New Business division or will support the Renewals & Servicing team, depending on preference and prior experience.

These are key roles that will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of SME insurance. Our Account Handlers ensure a high-quality service is provided to all clients in accordance with their specific needs and requirements.

Key areas of responsibility include

Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer and conducting high quality work in relation to; New Business, Renewals, Mid-term adjustments, Claims, Queries, Premium Finance Arrangements, and Issuing Cover Notes

Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice

Always promoting exceptional customer care standards

Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance

Actively securing renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost-effective cover

Promoting and increasing the use of in-house premium finance, from insurer schemes

What were looking for

To be successful in the role, you must have the following skills

Previous experience in an Account Handler role within a broker environment

Working knowledge of most commercial insurance products

Experience of working to high standards of FCA compliance

I.T. skills including use of an insurance IT system, ideally Acturis

Strong organisation skills

The ability to work to a high level of accuracy

Exemplary customer service skills with the ability to build solid relationships with clients and insurers

Regulatory and compliance awareness

Willingness to work towards Cert CII or already hold qualifications

What we offer

Competitive salary commensurate with level of experience

Hybrid working pattern (3:2 Office/Home)

Free parking

Company Pension scheme

Generous holiday entitlement, including birthday day off

Bupa Healthcare Cash Plan

Life Assurance

Enhanced Maternity & Paternity Leave

Electric Vehicle Salary Sacrifice Scheme

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