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Account handler / insurance broker

Norwich
Yutree
Insurance broker
Posted: 14h ago
Offer description

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.


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.


Qualifications

* 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 willingness 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, while remaining adaptable and organised and able to 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, including bank holidays)
* Financial support for qualifications
* Employee Referral Bonus scheme
* Company events
* Shopping discounts platform
* Regular health & wellbeing workshops
* Online training platform
* Company pension scheme
* Group life insurance (subject to successful probation)
* Private medical insurance (subject to successful probation)
* Company sick pay scheme (subject to successful probation)
* Holiday buy/sell scheme (subject to successful probation)
* Enhanced maternity pay (subject to successful probation)
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