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Account Broker, Bolton, Greater Manchester
Location: Bolton, Greater Manchester, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
3
Posted:
22.08.2025
Expiry Date:
06.10.2025
Job Description:
Account Broker
Location: Manchester / Halifax (On-site)
Our Xenia offices in Manchester & Halifax are experiencing significant growth and are looking to strengthen their highly experienced team with an Account Broker and Account Manager to ensure clients receive the best outcomes and service.
This role provides office-based support for Account Managers, acting as the day-to-day contact for clients regarding basic policy administration, including support with credit limits, policy documentation, overdue accounts, claims, declarations of turnover, accounting queries, and processing no claims/low claims bonuses.
The day-to-day responsibilities include:
* Supporting and advising clients with credit limit applications, appeals, and monitoring progress.
* Advising clients on declarations of turnover and submission procedures.
* Assisting clients with accounting queries, such as premium payments and policy adjustments.
* Supporting colleagues with renewal negotiations.
* Engaging with underwriters on relevant matters.
* Maintaining client records in both hard copy files and the Goldmine database.
The rewards include:
* Negotiable starting salary with standard benefits (Holiday, Pension, etc.) and a staff development culture.
* A strong team environment within a growing company offering excellent career prospects.
* Full support for professional qualifications.
About you:
* Experience in trade credit is preferred but not essential, as full training will be provided.
* Ability to work under pressure within a small team.
* Good communication skills and a customer-focused approach.
* Attention to detail and ability to meet deadlines.
* Confidence in dealing with stakeholders at all levels, with skills in communication (written and verbal), negotiation, sales, and IT.
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