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Commercial Account Handler

Salary Generous Salary with Comprehensive Benefits
Location Birmingham
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

Due to further exciting growth, we have a brand-new opportunity for an experienced Commercial Account Handler to join our thriving and friendly JMG Midlands team, based in central Birmingham. The successful Account Handler will be responsible for accurately preparing quotations, renewals and endorsements. You will also go to market and place both new and existing business within the relevant regulations and company procedures. You will effectively and efficiently administer and service the insurance requirements for potential and existing customers across a wide range of Commercial Insurance products.

Key areas of responsibility include:-

  • To have and maintain an appropriate level of technical expertise within a challenging environment
  • To develop client relationships, working with colleagues and suppliers as appropriate
  • To manage and develop a portfolio of Commercial clients, with a high level of service and expertise
  • To ensure the highest levels of business retention are maintained
  • To service our existing base of clients in all stages of their business development, from initial enquiry through policy issue, and continued support and servicing
  • Provide technical expertise and advice as required
  • Dealing with clients in keeping with FCA guidelines
  • Obtaining risk information
  • Preparing risk presentations for submission to Insurers and underwriters.
  • You will be involved across the full lifecycle of risks, preparing quotes and wordings at inception, through the term of the client's arrangement as their point of contact and again at renewal to secure ongoing business.

What we’re looking for

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

  • Previous experience as an Account Handler within a broker environment, ideally CertCII qualified or working towards
  • 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

What we offer

  • Generous salary commensurate with level of experience
  • Hybrid working environment following successful probationary period
  • Company Pension scheme
  • 27 days holiday, plus birthday and option to purchase 5 extra days
  • Life Assurance
  • Bupa Health Cashplan
  • Various lifestyle benefits & discounts

JMG Group is a private equity backed insurance broker, based in Guiseley, Leeds with regional office representation around the UK. We are a top 30 broker with 650+ employees and we are growing at significance pace following our MBO that took place in November 2020.

JMG Group place over £300m 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.

We don’t pretend to be the biggest or something we are not. We are really good at recruiting the best people in our market, looking after them and freeing them up to focus on what our customers want from us – professional advice, creating competition for their risk and sorting it out if they have a claim. We pride ourselves on this.

We believe size is important in our market as, without it, it’s harder to negotiate with insurers on behalf of our clients. Growing organically is everything to us, as it reinforces every day that our simple focus is on point – do everything to win and retain our customers.

Einstein called it, we believe in it. Risk and Insurance and running a regulated business is complex, and becoming more complex. At every opportunity, we try to distil what we do into a format that makes it easy for our clients to understand and make informed decisions.

To attract the best team you have to look after them. We invest in our teams constantly to get the best outcome for our clients. The investment takes many forms – continual training (technical, leadership, personal – basically whatever lifts that person into their better selves); a share in the ownership (if you own a bit of it you treat it differently); mentoring; flexible working; the list goes on. We don’t have any real assets on our balance sheet other than our team.

Whether it’s supporting local charities or sports clubs through sponsorship; introducing our clients to other clients to help expand their networks and grow their income; supporting our team when they have family challenges and we need to find a more flexible working pattern; or giving everyone their birthday off to enjoy the moment. We like asking ourselves “what’s the right thing to do” in any given situation.

When we decided to support 5 charities and raise £45,000 for them in our 45th year, we stretched ourselves beyond belief! 

We are a supporter of local secondary schools in our communities – helping the students prepare and practice writing CVs, being interviewed and, generally speaking, ready for work.

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