BELL & CO PROFESSIONAL RECRUITMENT

Responsibility

• retain and develop and existing book of business, made up by Agricultural & Farm based risks
• inherit a book generating c£200k in income which is made up by a broad range of risks and industry sectors
• you will be working alongside the Managing Director
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• you will be working alongside the Managing Director and receiving one on one support
• develop and maintain good working relationships with clients and Insurers
• you will be working alongside the Sales Director and receiving one on one support
• identify opportunities for product development
• build long standing relationships with new and existing clients
• deliver excellent customer service to clients, offering them accurate, independent insurance advice
• utilise your insurance industry knowledge and expertise to identify opportunities to generate new business
• maintain detailed knowledge of new and existing products and current sector conditions
• use relationship building skills to grow and retain a profitable book of business
• monitor and report on performance against agreed objectives
• enhance your networking skills to develop a sustainable pipeline of new business covering a wide range of commercial insurance products
• demonstrate your self-motivated and hard working nature to meet and exceed set income & retention targets
• work with underwriters to amend policies where necessary to meet client requirements
• demonstrate your self-motivated and hardworking nature to meet and exceed set income & retention targets
• drive quality, consistency and accuracy in all aspects of the sales and retention process
• use your excellent communication and client handling abilities to ensure an outstanding client experience at all times
• work effectively as part of the Team - working with Account Handlers, Claims Handlers and other Account Executives to help achieve company goals

Requirements

• agricultural
• broker
• customer Retention
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• commercial Insurance
• farm
• insurance Brokerage
• retention
• excellent communication skills
• insurance
• commercial Clients
• sales
• new Business Development
• ability to cover the Nottinghamshire region utilising your diary management skills to ensure you maximise your client reach
• ability to cover the Norfolk region utilising your diary management skills to ensure you maximise your client reach
• ability to build strong working relationships with colleagues and clients
• ability to cover the Yorkshire region utilising your diary management skills to ensure you maximise your client reach
• A genuine interest in building long standing working relationships with clients
• strong knowledge and experience in the agricultural and/or insurance industry
• ability and drive to build up a book of new business, ensuring continued long-term client satisfaction
• computer literacy and numeracy skills
• extensive experience and working knowledge in commercial insurance
• A driven and determined individual, motivated by achieving results
• A personal interest in Agricultural related activities would be advatageous
• exceptional communication and interpersonal skills are a must, with the ability to maintain and manage relationships
• enthusiasm to learn and progress through CII qualifications
• the ability to influence, negotiate and lead, with a focus on customer service
• A track record in retaining existing and placing new business in the commercial insurance industry, either as an Account Executive or Account Handler is essential
• business, financial or agricultural-related qualifications
• experience of Acturis is desirable
• experience with Acturis

Benefits

• company car
• service car

Earnings for position account executive

Responsibility

• arrangement, and ongoing management of HNW insurance policies to meet the needs of direct and connected clients
• providing support to Account Directors and their clients, which consists of limited companies, PLC’s and large multi-national organisations
• dealing with new business, renewals, mid-term adjustments, general queries and premium financing arrangements
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• developing relationships with clients and ensuring renewal needs are understood and met
• developing and maintaining excellent working relationships with clients and delivering an exceptional level of customer service at all times
• providing the best quality of service to your customer and client accounts
• dealing with home, motor, personal accident, travel, art, jewellery, antiques, yachts, holiday homes and prestigious vehicles
• working collaboratively as part of the wider team to move the business forwards
• we have an excellent opportunity for someone to gain exposure to the HNW insurance space, whilst developing both personally and professionally within a leading chartered independent broker
• actively look for cross-selling and up-selling opportunities and recommend appropriate products that might suit the customer
• handling queries with ease and liaising with the finance team when needed
• as a High Net Worth Account Handler, you will play a crucial role in building and nurturing relationships with prestigious clients, ensuring that their insurance needs are met with the utmost care and professionalism
• develop and maintain and a positive professional relationship with clients and insurers
• taking notification of any claims and passing to the relevant colleague
• be the first point of contact for day-to-day enquiries from clients, providers, and other internal and external sources

Requirements

• broker
• commercial Insurance
• insurance
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• insurance Brokerage
• retention
• renewals
• account Executives
• general experience within personal lines or HNW insurance is essential
• you will ideally have at least 3 years’ experience in commercial insurance
• you will have at least 5 years’ experience in commercial insurance
• work of a high standard, completed with accuracy and in accordance with internal KPIs
• you will be a team player with a positive, 'can-do', attitude and fantastic, essential attention to detail
• A good understanding of insurer markets, with established Underwriter relationships desirable
• the understanding and application of internal and regulatory standards, and of the firm’s policies and procedures
• you will be astute, confident and able to think outside the box
• attendance of all training courses as required
• ability to work under pressure and to tight deadlines, whilst maintaining attention to detail
• communicate effectively, both internally and externally
• ideally be Cert CII qualified as a minimum
• maintain positive working relationships with colleagues
• A proven track record in administration or customer service roles with excellent communication skills and a professional manner dealing with clients and suppliers
• you will possess all around commercial knowledge, such as Property Owners, PI, Cyber & D&O and have handled premiums above £10,000 on a regular basis
• manage your own day to day activities efficiently and effectively to ensure internal service levels are adhered to, and contribute generally to the smooth running of the company

Benefits

• profit sharing

Earnings for position account handler

Responsibility

• we are delighted to be working alongside an established, yet ambitious MGA who have an exciting opportunity for an Assistant Underwriter at their office in Newcastle
• backed by a large group, they are investing heavily in this office and looking to add someone to the team to support a large panel of northern based brokers with renewals and new business for Property Owners, CAR, Motor Fleet & Combined risks
• assisting with servicing accounts for renewal business

Requirements

• binders
• brokers
• casualty
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• commercial Insurance
• renewals
• insurance
• underwriting
• good understanding and knowledge of commercial insurance, either with an insurer, MGA or broker
• at least 2 years Commercial Underwriting experience is required for this role
• at least 2 years Underwriting experience is required for this role
• at least 2 years either Underwriting or Handling schemes is required for this role to hit the ground running
• knowledge and experience of underwriting insurance risks is desirable, however training will be provided
• commercial Underwriting experience is essential, preferably within an MGA, Insurer or Wholesale Broker
• underwriting experience is essential, preferably within an MGA, Insurer or Wholesale Broker
• underwriting experience is essential, preferably within an MGA or a Wholesale Broker
• knowledge of relevant regulatory practices and legislations in the industry
• an understanding of Binders and Schemes is desirable
• an understanding of Binders and Schemes if desirable
• experience with Property Owners, Motor Fleet & Combined risks is essential
• ability to get on with brokers and lean on past relationships with be advantageous
• ability to work independently and as part of a team
• able to work in a fast-paced environment and manage the expectations of brokers along the way
• good time management skills to meet deadlines
• strong communication skills and the confidence to professionally challenge decisions
• good communications and negotiation skills
• experience with Property and Liability risks is essential
• certificate in insurance or working towards
• underwriting: 3 years

Earnings for position underwriter

Responsibility

• attend and lead meetings with clients when required
• processing new business, managing renewals, obtaining & negotiating quotes/terms
• ensuring that all matters are recorded on Acturis and that all records are maintained accurately and compliantly

Requirements

• broker
• commercial Insurance
• general Insurance
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• insurance
• renewals
• insurance Brokerage
• retention
• you will ideally have at least 2 years’ experience in commercial insurance
• you will have at least 5 years’ experience in commercial insurance
• you will have at least 2 years’ experience in commercial insurance
• you will have at least 3 years’ experience in commercial insurance
• you will have at least 3 years’ experience in commercial insurance broking
• ability to manage a varied workload and ensure clients expectations are met
• you will possess all around commercial knowledge
• you will ideally have experience with Property and Commercial Motor risks
• working towards professional qualifications and ideally Cert CII as a minimum
• experience with Acturis is desired, however full training would be provided
• A good understanding of insurer markets, with established Underwriter relationships desirable
• ideally be Cert CII qualified
• first rate knowledge of general commercial insurance products
• you will be astute, confident and able to think outside the box
• able to identify potential risk/issues and seek advice/consultation when required
• ability to work under pressure and to tight deadlines, whilst maintaining attention to detail
• excellent communication and interpersonal skills
• ideally be Cert CII qualified as a minimum
• experience with Acturis is desirable
• you will possess all around commercial knowledge, such as Property Owners, PI, Cyber & D&O and have handled premiums above £10,000 on a regular basis
• you will possess all around commercial knowledge, such as Property Owners, PI, Cyber & D&O and have handled premiums above £5,000 on a regular basis

Earnings for position commercial account handler

Responsibility

• monitor, maintain and update internal compliance framework, policies and procedures in line with the compliance monitoring program and FCA/ ICO requirements
• produce reports and maintain records of such analysis as specified by the Compliance Director
• monitor and maintain FCA guidelines and other regulatory obligations
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• assessment of client files to ensure compliance with regulations and company standards
• provide compliant guidance and support to staff in various Branches / Business Divisions
• instruct and coach members to improve file audit risk assessment ratings
• conduct desk-based check to ensure complete sales documentation for insurance product sales have been uploaded to the Acturis system
• ensuring Branches / Business Divisions are trading in line with FCA guidelines, always delivering fair treatment to customers and good customer outcomes
• build strong relationships with key stakeholder, championing good customer outcomes
• report wilful and uncorrected deficient advice and/or documentation and agree appropriate remedial action
• ensure company standards are adhered to by branches / business divisions and Account Executives / Account Handlers, as per the internal sales processes and procedures
• maintain ongoing competency through development of personal training plans in conjunction with the Internal Compliance Manager Skills/ Qualifications

Requirements

• brokers
• compliance Monitoring
• governance
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• internal Compliance
• risk Assessment
• minimum 2 years of experience in a similar role within the financial services sector
• knowledge of systems of control and able to follow clearly defined procedures
• experience of working under pressure, prioritising, and working to tight deadlines
• able to demonstrate a suitable level of industry knowledge and experience to conduct the role
• A good grounding and understanding of working within a Regulatory environment
• highly self-motivated and with strong personal discipline to meet key objectives
• CII or Regulatory Compliance related professional qualification or willingness to work towards this
• confident and assured manner when discussing regulatory matters, whilst maintaining an informative and consultative style
• excellent verbal and written communication skills
• A real desire to provide support and to assist firms to stay safe in the business environment
• the ability to analyse information with a view to making informed decisions
• ability to facilitate and deliver appropriate training, liaising with the training manager where necessary
• passionate in building excellent working relationships with both colleagues and our members to deliver the right outcomes for all parties
• good team player, but with an ability to work under own initiative

Earnings for position compliance officer