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Sme/ commercial account handler

Penistone
JM Glendinning (Insurance Brokers) Ltd
Commercial account handler
Posted: 20 October
Offer description

About Us

JMG Group is a private equity‑backed insurance business headquartered in Leeds, with a strong UK‑wide presence. As a top 30 broker, we’re rapidly growing through acquisitions, placing £350m+ Gross Written Premium annually. Our market reputation is built on customer excellence, driven by our people, systems, and processes.


The opportunity

Our established regional office in Penistone, South Yorkshire has a brand‑new opportunity for an experienced SME or Commercial Account Handler to join their growing team. This is a key role that will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of commercial insurance. Our Account Handlers ensure a high‑quality service is provided to all clients in accordance with their specific needs and requirements.


Key areas of responsibility

* Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer and conducting high quality work in relation to; New Business, Renewals, Mid‑term adjustments, Claims, Queries, Premium Finance Arrangements, and Issuing Cover Notes
* Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice
* Always promoting exceptional customer care standards
* Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance
* Actively securing renewal business by re‑broking existing business to ensure the client is presented with the most suitable and cost‑effective cover
* Promoting and increasing the use of in‑house premium finance, from insurer schemes
* Supporting our Account Executives with duties where required


What we’re looking for

* Previous experience in an Account Handler role within a broker environment
* Working knowledge of most SME or commercial insurance products
* Experience of working to high standards of FCA compliance
* I.T. skills including use of an insurance IT system, ideally Acturis
* 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
* Willingness to work towards Cert CII or already hold qualifications


What we offer

* Generous salary commensurate with level of experience
* Free parking
* Company Pension scheme
* Generous holiday entitlement, including birthday day off & purchase options
* Life Assurance
* Gymflex


Schedule

* Monday to Friday 9am –5pm


Seniority level

* Associate


Employment type

* Full‑time


Job function

* Sales, Administrative, and Customer Service


Industries

* Insurance and Insurance Agencies and Brokerages
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