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Account Broker
Location: Halifax (On-site)
Package: £Negotiable + Benefits
As a team, our Xenia offices in Manchester & Halifax have been growing exceptionally well and are looking to strengthen their highly experienced team with an Account/Broker and Account Manager to make sure clients get the best outcomes and service possible.
This role is designed to provide Office based support for Account Managers. Day-to-day point of contact for clients in relation to basic policy administration - duties to include support with credit limits, policy documentation, overdue accounts, claims, declarations of turnover, accounting queries, processing of no claims/low claims bonuses,
The day to day:
- Supporting/advising clients with credit limit applications, appeals and monitoring progress of these.
- Advising clients in relation to declarations of turnover and submission of these as appropriate.
- Support for clients in relation to accounting queries - premium payments, policy adjustments etc.
- Support for colleagues in relation to management of renewal negotiations.
- Undertake discussions with underwriters, as appropriate, in relation to all of the above
- Establishing and maintaining client records in hard copy files and Goldmine database.
The rewards:
- Negotiable starting salary with the standard benefits package (Holiday, Pension etc.) and a culture built around developing staff.
- Strong team environment within a business that are growing year on year and some excellent career prospects.
- Full support for professional qualifications.
About you:
- Ideally have trade credit experience, however full training will be provided.
- Ability to work under pressure as part of a small team
- Good communication skills and customer focused
- Attention to detail and deadlines
- Accurate record keeping
- You should also be confident in dealing with stakeholders at all levels and have a wider skill set that includes strong communication (both written and verbal), negotiation, sales and IT Skills.
