We are recruiting for an Accounts Manager on a 6 month FTC, to support the Commercial Solutions Finance team in the day-to-day management of client and insurer accounts for the NFP UK Holdings group of companies. Overview of duties Reconcile insurer accounts on a regular basis and make payments within terms of credit as required Support the credit control function by providing regular reporting as required to those responsible for...
We are recruiting for a Senior Account Handler , to join our Commercial Insurance team , based in Bromsgrove. Overview of duties: Provide a high level of professional advice and all-round service in all aspects of the client relationship Answering general enquiries, renewals, midterm adjustments as well as obtaining quotations Manage a range of larger client insurance programs Handle a varied range of new business enquiries and presentations to market...
We are recruiting for a Personal Lines Account Handler to work on the handling of general personal lines (Car, Van, Classic Car/Motor Cycle&Travel type policies) with some mid/high net-worth clients. Overview of duties Maintain a professional image of self and the Group to all customers and insurers Identify and understand the customers needs and business Build relationships with customers and provide an ongoing service Complete and offer all renewals within...
We are recruiting for a Data Migration Analyst , you will be responsible for supporting the Implementation Leads in migrating data from the legacy operating systems to the commercial insurance partnered integrated systems, primarily supporting implementations in the United Kingdom and Ireland. Overview of duties Obtain data from legacy broker management systems in various formats Format the data into a standard template, often using Microsoft Excel, Microsoft SQL, Alteryx or...
We are recruiting for a Claims Handler to provide administration of clients claims. This will include providing advice to clients on claims process, issuing and administering claims forms, managing the process from end to end with insurers and Loss adjusters for settlement. You will be required to provide technical claims advise to the Servicing/Sales account executives. Overview of duties Deal with incoming enquiries from clients, insurers and other third parties...
We are recruiting for a Senior Commercial Account Handler to join our team on a full-time basis. You will be responsible for the administration of client’s insurance requirements including general enquiries, renewals, mid-term adjustments, obtaining quotations, account procedures and assisting clients with claims. Provision of technical, administrative and client service support to the insurance service Sales Executives/Directors. Adherence to the FCA regulations and requirements. Essential Duties and Responsibilities: Provide a...
We are recruiting for a Senior Account Handler to assist in delivering exceptional service to NFP clients through a desk-based service model whilst assisting in increasing business efficiency and optimising service delivery. Overview of duties: Provide a high level of professional advice and all-round service in all aspects of the client relationship - answering general enquiries, renewals, midterm adjustments as well as obtaining quotations Manage a range of larger client...
We are recruiting for a Commercial Account Handler to take responsibility for delivery of customer satisfaction to agreed service standards and procedures, ensuring full FCA compliance in all aspects of insurance. As well as working to ensure accuracy, efficiency and professionalism when dealing with both client and insurer in all aspects of the role: Mid Term Adjustments, Broking, Renewals, Cross sales, Claims, Queries Premium financing arrangements Overview of duties: Advising...
We are recruiting for an Office Manager to support our dynamic financial planning team of advisors and client relationship managers. This role is integral to ensuring smooth day-to-day operations, fostering a productive work environment, and delivering exceptional client service. The Office Manager will oversee administrative functions, coordinate team activities, and manage office logistics while serving as a key support resource for the team. Overview of duties: Administrative Support: Manage and...
We are recruiting for a Pensions Customer Services Executive , to join our busy team in Bromsgrove. You will have responsibility for the administration of clients’ group pensions, working with Consultants and Senior Team Members to oversee implementations and remedial work. Overview of duties: Undertaking comprehensive data validation exercises Completing auto-enrolment assessments including Declaration of Compliance&Re-Declaration of Compliance Producing&reconciling payroll deduction schedules within agreed Service Level turnaround timeframes Liaising between...
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