Trainee Account Handler - Trade Credit Insurance

Job content

About the job

Salary- dependent on experience.

Location - Manchester Office but some flexibility for home working available following successful probation.

The Company

Established in 1940, Bartlett is one of the UK’s leading independent insurance brokers and financial advisers.

Recognised for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.

Today, the business is proudly managed by the third generation of the Bartlett family. We act for businesses, charities and individuals across the UK – from manufacturing firms to large financial institutions. Our private clients include families we have worked with for generations.

With an eye to the next decade (as opposed to the next quarter), we’re perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role.

And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our profits to support grassroots organisations. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.

The Role:

• Working closely with the Credit Insurance Team, to provide administrative support across all Account Executive portfolios and New Business when required.
• Updating and maintaining of database records
• Distribution of client renewal correspondence in set timeframe
• Issuing of periodic policy reminders to clients in conjunction with Account Handler and Executives
• Maintenance of internal client records
• Proficient use of insurer online portals and assist where required
• The undertaking of any ad-hoc work of an administrative nature or project work as requested by your line manager to ensure the smooth running of the business, including providing support for and to other members of staff
• Working towards full Account Handler status within an agreed period

The Ideal Candidate:

You’ll have a technical administration background within a professional services environment.

Ideally you would have experience within insurance or financial services with a strong understanding of FCA regulations but all relevant experience will be considered.

• Experience working in an administration role within a professional services environment (essential)
• Excellent attention to detail, accompanied by strong organisational and interpersonal skills
• A solid use of Microsoft Office Applications
• Able to work well in a team environment setting clear goals and following through on commitments
• Will be self-disciplined and self-reliant

Rewards:

• Competitive Basic Salary, depending on the experience you already have
• Generous holiday allowance of 25 days, rising with service, with the ability to purchase more, plus bank holidays
• Company pension scheme offering 7% when you contribute 5%
• Four times salary Death in Service benefit
• Private Health Insurance
• £500 pa Wellbeing Allowance
• Income Protection Cover
• Cycle to work scheme
• Salary Sacrifice electric car scheme
• Staff discounts on insurance products and financial planning services
• And much more

Due to the volume of applications we are unable to offer feedback to all submissions. If you have not heard back from us within 14 days, we are sorry, but you have not been successful this time.

Bartlett is an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

No agency support is required for this recruitment project.

Job Types: Full-time, Part-time, Permanent

Salary: £22,000.00-£27,000.00 per year

Benefits:

• Company events
• Company pension
• Cycle to work scheme
• Employee discount
• Gym membership
• Life insurance
• On-site parking
• Private medical insurance
• Referral programme
• Sick pay
• Work from home

Schedule:

• Monday to Friday

Work Location: In person