About Us
Yutree Insurance Ltd is an independent Chartered commercial insurance brokerage and underwriting agency. We offer highly personalised insurance advice and protection to our clients whilst also providing other brokers with access to our own, underwritten product range. We have a reputation for excellence, built on a foundation of respect, transparency and a commitment to professionalism, development, and customer value. You can find out more about us at www.yutree.com
About the Role
We are currently seeking a highly motivated Account Handler to join our carefully selected team of talented and committed insurance professionals. You'll ensure our clients receive suitable and cost-effective insurance solutions by understanding their needs and negotiating with insurers to find the best solutions.
Main duties:
- Working closely with Client Executives to understand client needs, including supporting meetings as required
- Managing all renewal, new and mid-term policy work as required
- Negotiating with insurers to obtain appropriate and cost effective solutions for clients
- Keeping electronic files up to date, in order and all work tasked/diarised accordingly
- Maintaining an understanding of the general insurance market and changes within the sector
The role is based at our new office in Norwich, with occasional travel to our head office in Newmarket for training, company meetings etc.
About You
This role is a great opportunity for someone who is a few years into their insurance career and wants to develop further with the support of a friendly, knowledgeable and experienced team.
You must have:
- At least 2 years' experience working in insurance, specifically in commercial lines and across a range of products
- At least a C or equivalent in GCSE Maths and English
- At least Cert CII qualification or willing to work towards
- Computer skills including Microsoft Office (Word, Excel, Outlook) with an interest in AI
- Excellent customer service skills
- Ability to multi-task and manage time effectively
- Good attention to detail
- Be a good team player whilst also having an independent problem solving approach to work
Ideally, you will have a working knowledge of Acturis.
Additionally, you’ll be naturally curious and proactive, with a talent for building trusted relationships internally and externally, and for delivering fair customer outcomes. You'll think beyond the obvious, confidently evaluating options and proposing practical solutions. Adaptable and organised, you can manage competing priorities with ease and communicate ideas clearly to influence outcomes.
About the Package
• Salary: £25k - £35k depending on experience
• Enhanced holiday entitlement (34 days per year, inc. BH)
• Financial support for qualifications
• Employee Referral Bonus scheme
• Company events
• Shopping discounts platform
• Regular health & wellbeing workshops
• Online training platform
• Company pension scheme
Subject to successful probation and/or eligibility:
• Group life insurance
• Private medical insurance
• Company sick pay scheme
• Holiday buy/sell scheme
• Enhanced maternity pay
Further Information
Candidates who are successful at the CV screening stage will be invited to a formal interview which consists of:
• A short, scenario-based technical assessment
• Discussion exploring your previous experience, roles and responsibilities
• A set of competency-based questions related to our framework, which is based on the CII’s Professional Map. This is a Band 1/2 position within the map.
If you require any adjustments to support you in the application process, please let us know by emailing katie.woodcock@yutree.com
We may close the vacancy earlier than the closing date if we have enough suitable candidates so early applications are encouraged.
No agencies please - we already work closely with a carefully selected number of agencies.
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