About Us
JMG Group is a Private Equity backed insurance broking group based in Leeds with a strong regional office representation around the UK. We are a top 30 broker, growing rapidly having completed numerous acquisitions. We place over £350m of Gross Written Premium into the market annually and our teams are well respected by the market. Customer excellence is the backbone of our business, which means that our people, systems, and processes are central to our success.
The opportunity
We have a brand-new opportunity for a PI Account Handler in our Professional Risks team, based either from our Birmingham Office (preferable due to working with the West Midlands PI team), or from our Head Office in Guiseley on a remote / hybrid basis. This role is a key point of contact for our clients who are typically law firms and will be responsible for fully managing key relationships on connected policies such as cyber, D&O and Office to name a few.
Key duties and Responsibilities
* Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role
* Managing existing insurance policies including professional indemnity, D&O, Cyber and others
* Completing premium financing arrangements
* Working closely with dedicated Account Executives
* Advising clients on existing products in accordance with their needs
* Ensure bad debt queries are dealt with efficiently and in line with company procedure.
* Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices.
* Handle any complaints in accordance with regulation, the Company’s Conduct Policy.
* Take part in tailored learning, training and assessment courses and identify further areas for own development as required.
* Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
* Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
What we’re looking for
Our Account Handlers are vital in ensuring that our clients have a professional and compliant experience. To be successful in the role, you must have the following skills.
* Previous experience gained from working as an Account Handler in a similar broking environment
* Working knowledge of most insurance products
* Experience of working to high standards and FCA Compliance
* Strong administration skills, coupled with a very keen eye for detail
* Ability to prioritise and organise own workload to ensure deadlines are met
* Numerical accuracy
* Exemplary communication skills, in person, on the phone and via email
* Strong time management skills, with the ability to meet deadlines
* IT proficiency with the use of most MS Office products and ideally Acturis
* Regulatory and compliance awareness
What we offer
* Competitive salary commensurate with level of experience
* Hybrid working options considered following training & probation completion
* Company Pension scheme
* Generous holiday entitlement & Birthday off
* Death in service scheme
* Gym Flex
* Cycle-To-Work