Role Overview & Mandate
Executive Summary
About:The Bateman Group is a respected independent insurance broker that has been established since 1967; and we are currently...
Reviewed by Compensation & Visa Analysts •
Sources: USCIS E-Verify & Home Office CoS
About:
The Bateman Group is a respected independent insurance broker that has been established since 1967; and we are currently seeking to recruit a Trainee Account Handler to work within our small, friendly Commercial insurance team in providing client-focused advice and support to our existing and future client account.
Benefits of the job:
- Competitive basic salary based on qualifications and experience
- Generous retention-based bonus scheme
- Pension scheme contributions above Auto-Enrolment requirements
- 3 X Salary Death in Service Scheme
- Group Personal Accident cover
- 25 days holiday - plus additional service-related days
Requirements of Account Handler role:
- To manage own allocated account of Commercial & Scheme clients
- To process all renewal, MTA & claims on allocated clients
- To liaise with Commercial Account Executives on new business enquiries
- To provide broking support for new business presentations & placing of business secured
- Direct input into the development & evolution of this area of the business
- Liaison with Accounts Dept. regarding credit control
Support Available:
- CII Apprenticeship scheme to obtain Cert & Dip CII Qualifications
- Acturis back office administration system
- Online tutorials re Acturis system
- 1:1 training & coaching
- CII Broker Assess CBT training programs
Requirements:
- 1-3 years’ insurance industry experience preferred, but not mandatory
- Household & motor insurance experience would be a bonus
- Must live within commuting distance of Warwick, Midlands, UK
This is an excellent opportunity to join an established team and benefit from the support available to achieve your potential, as well as building a long-term future with other opportunities as they arise.
Job Types: Full-time, Permanent
Salary: From £20,000.00 per year
Benefits:
- Additional leave
- Company pension
- Life insurance
- Profit sharing
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Education:
- A-Level or equivalent (preferred)
Experience:
- customer service: 2 years (preferred)
Work Location: In person
