Job Description
JMG Group is a private equity-backed insurance brokerage, headquartered in Guiseley, Leeds, with a strong and growing presence across the UK. As a Top 30 broker with over 900 employees, we are experiencing rapid growth and continued success in the market.
We place in excess of £350 million in Gross Written Premium annually, and our teams are highly respected throughout the insurance industry. At the heart of our business is a commitment to customer excellence and always doing the right thing—values that shape everything we do. Our success is driven by our talented people, modern systems, and robust processes, all of which enable us to deliver exceptional service and build long-term relationships with our clients and partners.
The opportunity
Our Coventry, Birmingham office has a brand-new opportunity for an experienced Account Handler to join their growing team. This is a key role that will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of commercial insurance. Our Account Handlers ensure a high-quality service is provided to all clients in accordance with their specific needs and requirements.
Key areas of responsibility include
Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer and conducting high quality work in relation to; New Business, Renewals, Mid-term adjustments, Claims, Queries, Premium Finance Arrangements, and Issuing Cover Notes
Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice
Always promoting exceptional customer care standards
Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance
Actively securing renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost-effective cover
Promoting and increasing the use of in-house premium finance, from insurer schemes
Supporting our Account Executives with duties where required
Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
Conduct client visits where appropriate in relation to renewal meetings, claims reviews, mid-term reviews and/or surveys
Produce Pre-Renewal documents and Renewal Reports
Assist colleagues with workloads during busy periods
Assist colleagues with queries/peer review when required
Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice.
Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required.
What we’re looking for
To be successful in this office-based role, you must have the following skills
Previous experience in an Account Handler role within a broker environment
Working knowledge of most commercial insurance products
Experience of working to high standards of FCA compliance
I.T. skills including use of an insurance IT system, ideally Acturis
Strong organisation skills
The ability to work to a high level of accuracy
Exemplary customer service skills with the ability to build solid relationships with clients and insurers
Regulatory and compliance awareness
Willingness to work towards Cert CII or already hold qualifications
What we offer
Competitive salary commensurate with level of experience
Free parking
Company Pension scheme
Generous holiday entitlement, including birthday day off
Bupa Healthcare Cash Plan
Death in service
Enhanced maternity/ paternity
Cycle to work scheme
Electric vehicle salary sacrifice scheme
Many more
We place in excess of £350 million in Gross Written Premium annually, and our teams are highly respected throughout the insurance industry. At the heart of our business is a commitment to customer excellence and always doing the right thing—values that shape everything we do. Our success is driven by our talented people, modern systems, and robust processes, all of which enable us to deliver exceptional service and build long-term relationships with our clients and partners.
The opportunity
Our Coventry, Birmingham office has a brand-new opportunity for an experienced Account Handler to join their growing team. This is a key role that will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of commercial insurance. Our Account Handlers ensure a high-quality service is provided to all clients in accordance with their specific needs and requirements.
Key areas of responsibility include
Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer and conducting high quality work in relation to; New Business, Renewals, Mid-term adjustments, Claims, Queries, Premium Finance Arrangements, and Issuing Cover Notes
Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice
Always promoting exceptional customer care standards
Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance
Actively securing renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost-effective cover
Promoting and increasing the use of in-house premium finance, from insurer schemes
Supporting our Account Executives with duties where required
Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
Conduct client visits where appropriate in relation to renewal meetings, claims reviews, mid-term reviews and/or surveys
Produce Pre-Renewal documents and Renewal Reports
Assist colleagues with workloads during busy periods
Assist colleagues with queries/peer review when required
Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice.
Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required.
What we’re looking for
To be successful in this office-based role, you must have the following skills
Previous experience in an Account Handler role within a broker environment
Working knowledge of most commercial insurance products
Experience of working to high standards of FCA compliance
I.T. skills including use of an insurance IT system, ideally Acturis
Strong organisation skills
The ability to work to a high level of accuracy
Exemplary customer service skills with the ability to build solid relationships with clients and insurers
Regulatory and compliance awareness
Willingness to work towards Cert CII or already hold qualifications
What we offer
Competitive salary commensurate with level of experience
Free parking
Company Pension scheme
Generous holiday entitlement, including birthday day off
Bupa Healthcare Cash Plan
Death in service
Enhanced maternity/ paternity
Cycle to work scheme
Electric vehicle salary sacrifice scheme
Many more
💡 Quick Summary
Seeking a career-building opportunity? The Account Handler position is now open for candidates interested in the Accountant Jobs sector. This role in Birmingham offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
