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Small Business Handler @ IDEX Consulting Ltd

GBHybridFull-time
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About this role

An established insurance broker is looking to strengthen its Small Business team with an experienced Commercial Account Handler.

This is a great opportunity for someone who enjoys a fast-paced, high-volume environment and has experience working with e-trade insurance products.

The role is heavily e-trade and system-driven, giving you responsibility for a high volume of Small Business policies while working closely with clients and insurers.

The role

You'll be responsible for managing existing Small Business policies, ensuring clients receive a professional and efficient service. You'll also have the opportunity to identify cross-selling opportunities and develop your insurance knowledge within a supportive and growing team.

Key responsibilities

Managing existing Small Business insurance policiesDealing with clients and insurers on a day-to-day basisAdvising clients on existing insurance productsCompleting premium finance arrangementsIdentifying cross-selling opportunitiesMaintaining accurate and compliant recordsEnsuring FCA and company procedures are followedBuilding strong client relationshipsManaging your own workload and meeting deadlinesTaking part in ongoing training and development About you

You'll ideally have:

Previous experience in a commercial insurance broking environmentExperience working with e-trade insurance productsStrong administration skills and excellent attention to detailGood knowledge of FCA complianceStrong communication and customer service skillsExcellent organisation and time managementGood IT skillsActuris experience would be advantageous What's on offer?

Perth-based with hybrid working after probation - 3 days in the office and 2 days from home.

5% pension27 days holiday + 9 bank holidaysBirthday offBupa cash plan4x salary death in serviceFull training and career development supportFree parking Interested?

Apply now and Soraya at IDEX Consulting will be in touch to discuss the opportunity in more detail.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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