Norwich

Account Assistant

Reporting to: Accounts Team Manager

Working with: Finance Director, Accounts Team and All other staff

Client Accounting:

• Arrange crediting to Bank Accounts of incoming cash, cheques, BACS, Premium Credit etc
• Processing credit card payments
• Bank credits received daily - reconcile with reports
• Arrange refund cheques after authorisation by appropriate team
• Claims payments
• Account reconciliation

Assist with Credit Control function:

• Aged Debtors Report and chasing to ensure payments remain within credit terms liaising with Account Executives/Directors where appropriate.

General Job Requirements:

• Responsibility to identify own training needs arising from day to day work
• Adhere to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the accounts area.
• Ensure all responsibilities are carried out in accordance with FCA guidelines or current regulatory body

Requirements

• At least 2 years experience of working in an Accounts team environment
• Good Excel and Word skills essential
• Experience within an insurance accounts environment dealing with client money preferable but not essential

To apply please send your CV and covering letter to .

Claims Technician

Full Time - 12 month Fixed Term Contract

Key Responsibilities:

• Recording new and managing existing client’s claims
• Dealing with clients’ and insurers’ telephone, post or email claim queries on a daily basis
• Liaising and negotiating with insurers, clients and adjusters regarding the progress of claims.
• Providing suitable advice to clients regarding claims or potential claims in relation to policy cover and immediate and ongoing post-loss action and keeping clients informed of progress.
• Advising clients on how to handle small claims themselves where these fall within the policy excess.
• Preparing claims reports for Broking Technician / Account Handler or Account / Broking Executive for discussion at mid-term and annual reviews with clients.
• Attending claims meetings at clients’ premises with Account / broking Executive or unaccompanied if required.
• Liaising with Claims Manager, Account Executives, Broking Technicians / Account Handlers and Directors over any queries relating to policy cover in relation to a claim.
• Identifying potential problem or contentious claims as soon as reported or when issues occur to Group Technical Claims Manager and providing updates on claims progress.
• Providing assistance to colleagues with workloads / client queries.
• Maintaining an effective diary system and chasing outstanding diaries
• Providing claims statistics / information to management as and when required
• Attending and contributing towards claims team meetings

Additional Responsibilities:

• Ensuring a high level of customer service is achieved
• Maintain work states, entering accurate information timely as required
• Complete any reasonable request made of you by a Manager or Director

Skills and Knowledge:

• 2 years claims experience
• To have completed core competencies within 6 months of joining and maintain up to date as required

Qualifications:

• Cert CII

To apply please send your CV and covering letter to .

Account Handler - Latent Defects Scheme Broker (One Guarantee)

Salary

£19-22k

Job Overview

You will be required to provide an excellent sales support service, working closely with, and supporting Key Account Managers assisting with the growth of the business. Your role will consist of both administrative and client-facing functions including providing support and guidance to both new and existing clients. You will assist with the sourcing and negotiation of quotations and administration of policies, as well as assisting with lead generation of new and future business. You will be dedicated, focused and passionate about Latent Defects Insurance and the property development industry as a whole. The necessary training will be provided.

Key Roles and Responsibilities

Duties may include:

• Providing effective sales support to Key Account Managers in obtaining new business quotations and arranging cover
• Managing and providing sales support and guidance to existing clients
• Checking new policy documentation for accuracy and forwarding to clients or liaising with Insurers
• Dealing with clients’ telephone, post or email queries on a daily basis
• Maintaining effective diary and CRM system, managing your own workload and ensuring files are kept up to date
• Collating meeting notes/documents, documenting meeting & action required
• Maintain your Continuous Professional Development (CPD) & record ensuring competencies are up to date
• Ensuring all responsibilities are carried out in accordance with FCA guidelines or current regulatory body

Desired Skills and Experience

• Previous experience in the insurance industry desirable
• Good understanding of sales processes
• Strong verbal and written communication skills
• Competent in the use of Microsoft Office, specifically; Outlook, Word and Excel
• Ability to engage in training and become competent with new platforms such as CRM systems
• Ability to work to deadlines and work under pressure
• Attention to detail – able to analyse information; establish covers of risk

To apply please send your CV and covering letter to .

Apprentice Insurance Practitioner

Brief overview of the role

One Broker is an insurance broker based in Norwich and Cambridge. They have an excellent opportunity for two Apprentice Insurance Practitioners to join their team in Norwich. Within this role you will deal with client policies, check documentation, deal with client queries by phone, post and email, create invoices for new business, and much more.

Job Specification

Duties may include:

• Negotiating and inviting renewal of allocated client’s policies
• Checking new policy documentation for accuracy and forwarding to clients or liaising with Insurers
• Ensuring schedule reflect the current risk on cover at all times including accuracy of sums insured, perils, excesses, extensions, and exclusions
• Provide administration support for Account Executive if requested in obtaining new business quotations and arranging cover
• Dealing with clients’ telephone, post or email queries on a daily basis
• Liaising with Account Executives, Broking Technicians and Directors over any technical queries Providing assistance to colleagues workloads/client queries in line with Absence/holiday protocols
• Maintaining effective diary system and managing your workload
• Liaising with Claims Dept over claims queries /reports
• Creating all invoices for New Business (where necessary / required), Mid Term Adjustments etc
• Collating meeting notes/documents, documenting meeting & action required
• If requested, obtaining claims experience, renewal information, broking risk and presenting terms to Account Executive in a format for Client use
• Identifying any training needs arising from day to day work & responsibility to maintain own
• Continuous Professional Development (CPD) & record ensuring competencies are up to date
• Ensure all responsibilities are carried out in accordance with FCA guidelines or current regulatory body

Desired skills

• Able to work as part of a team
• Communication - strong verbal and written skills; relationship builder; strong telephone conversation skills
• Problem Solver – ability to look at information to provide a solution
• Attention to detail – able to analyse information; establish covers of risk
• Organisation skills – organised, good at time management, able to multitask

Personal qualities

• Commitment and a strong work ethic
• Drive to excel- energetic; positive; resilient; drives to be their best self
• Personal accountability- proactive; ownership seeker; takes initiative
• Innovation- creative; imaginative; inquisitive; appropriate challenger
• Professionalism- honest; displays integrity and fairness in actions and approach; client centric demonstrates principles of utmost good faith
• Interest in Financial Services

Desired qualifications

• 5 GCSES at grade 4 or C or above, including Maths and English

Future prospects

Once you have become a Fully qualified Broking Technician, with greater training and experience you may then have the opportunity to progress towards becoming a Senior Broking Technician, a Broking Executive and then an Account Executive which involves having your own book of clients and working to achieve new business.

Things to consider

The role involves a large amount of computer work so the ability to type is a huge advantage; using the telephone to speak to clients and insurers and therefore being confident on the phone; attending client visits from time to time; and being organised with your work.

It’s essential you are able to work with your Account Executive who is the main contact for the client, organise your work to meet renewal dates / deadlines and enjoy variety as no two clients are the same.

Attention to detail is important as you will be entering vehicle registrations, client and business names to quotes for new business and renewals.

Benefits include:

• 4% Employer and 4% employee contributions
• Bike to work scheme
• Childcare Vouchers
• Local bus service available from the city to our location

Working week

37.5 hours per week, working Monday to Friday from 9.00am to 5.00pm, with a 30 minute unpaid lunch break. There are no shifts or weekend working.

Expected duration

18 months

Possible start date

01 Sep 2019