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SME Account Handler

Global Risk Partners
Job LocationLeeds
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

SME Account Handler Location: Rawdon Package: £Negotiable + BenefitsEstablished in 1973, Marshall Wooldridge have built an enviable reputation of technical competence across all classes of individual, business and sports insurances. We work hard to provide a customer-focused service proposition to all of our clients. Deliveredby experienced, qualified insurance professionals. We advise on all aspects of insurance but are primarily commercial and industrial specialists where we aim to deliver tailored risk solutionsBeing a Chartered broker they are passionate about doing the right things for their clients and providing outstanding service to them.This role is designed to assist client with day to day requirements (MTAs, document queries, SME renewal reviews) whilst supporting the Account Executives with renewal preparation and new business quotations.The day to day:

  • Assisting clients on renewals, new business quotations, managing relationships with key stakeholders and delivering outstanding service to them
  • Proactively develop a pipeline of referrals from existing clients to obtain new business
  • Working with clients to expand and develop their coverage to ensure they have the right cover
  • Liaising with the broking and support team to ensure all documentation is accurate
  • Actively negotiating with Underwriters as required to secure the best terms
  • Working in a compliant and timely manner on all cases.
  • Ensuring Retention levels and income targets are achieved.
  • Working with the regional management team to achieve business objectives and support with the development of colleagues
The rewards:A negotiable basic salary + bonus and all the normal benefits (Pension, Death in Service etc.) An environment where looking after clients is king and career progression is a reality rather than a pipe dream.Well also fully support your professional development (including fully funded qualifications)About you:
  • Ideally youll have a solid grounding across the range of SME Insurance market and be looking to take the next step in your career.
  • Youll be able to communicate clearly and effectively with stakeholders at all levels and should be used to using Word, Excel and wider broking platforms (Acturis in an ideal world)
  • You should also be confident in dealing with stakeholders at all levels and have a wider skill set that includes strong communication (both written and verbal), negotiation, sales and IT Skills.
Wider about us: Marshall Wooldridge are part of GRP, the GRP Group aims to be one of the UKs leading insurance intermediaries delivering the best outcomes to clients, insurers, investors and our people. We acquire and develop businesses with the velocity of a start-upwith a focused, straight talking, professional and accountable leadership who put the customer first and act with integrity and pride in what we do and meet our compliance responsibilities. We expect the same from everyone we hire. With a federated group ofbusinesses, we can offer a diversity of experience and with our overarching mission we can ensure the success of our people and business.Role Synonyms: SME Account Executive, SME Account Broker, Commercial Account Handler, Commercial Insurance Broker, Commercial Insurance Sales Advisor

Keyskills :
Insurance SalesSalesBrokingInfluencingInsurance Broking

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