Due to the continued expansion of the business, the opportunity has arisen to employ an Account Handler and a Receptionist.
Cleddau Insurance Brokers is a great company to work for. Whether you are looking for your first opportunity or you are established in the commercial or personal insurance industry. If you are looking for a new challenge, we’d like to hear from you.
Current Vacancies
Account Handler
Job Title – Account Handler
Accountable – To Management & Directors
Objectives – To represent Cleddau Insurance Services at a high level of service & professional standards at all times
Responsibilities & Typical Duties –
- Building and maintaining business relationships with clients.
- Discussing and assessing clients’ current and future insurance needs.
- Negotiating policy terms and costs with insurance providers.
- Arranging insurance cover for clients with the insurance provider. Ø
- Collecting insurance premiums.
- Keeping records.
- Advising clients on making claims on their policies.
- Renewing or amending existing policies for clients.
- Undertaking general administrative duties.
Working Relationships – Part of a team working with sales & administration, claims & accounts.
Key Tasks – Servicing the requests of new & existing clients
Key Result Areas –
- Accurately applying product knowledge to gain & retain business.
- Accurately noting & using of software to record all conversations & policy details.
Core Skills –
- Confident negotiation skills.
- Reliability and honesty.
- Excellent time management.
- Decision-making.
- Analytical skills.
- Accuracy and attention to detail.
- Interpersonal skills.
- Verbal and written communication skills.
Anti-bribery & Corruption Policy – Aware of & comply with company anti-bribery & corruption policy.
Senior Managers & Certification Regime (SM&CR) –
- Aware of & comply with Senior Managers & Certification Regime (SM&CR)
Time Horizon – Appraisal Frequency
Reception & Renewal Entry
Job Title – Reception & Renewal Entry
Accountable To – Management & Directors
Objectives – To represent Cleddau Insurance Services at a high level of service / professional standards at all times.
Responsibilities & Typical Duties –
- First point of incoming contact (phone or in office).
- Referral of client to correct member of team.
- Monitoring & processing policy renewals.
- Building & maintaining business relationships with clients.
- Keeping records.
- Renewing policies for clients (after advisors dealt with clients).
- Undertaking general administrative duties.
Working Relationships – Part of a team working with sales & administration, claims & accounts.
Key Tasks –
- First point of contact.
- Renewal entry.
Key Result Areas –
- Accurately applying product knowledge process renewals & offer alternative policy.
- Accurately noting & using software to record all conversations & policy details.
Core Skills –
- Confident negotiation skills.
- Reliability and honesty.
- Excellent time management.
- Analytical skills.
- Accuracy and attention to detail.
- Interpersonal skills.
- Verbal and written communication skills.
Anti-bribery & Corruption Policy – Aware of & comply with company anti-bribery & corruption policy.
Time Horizon – Annual Appraisal
For more information and to apply, get in touch via email Stephen@cleddauinsurance.com along with your CV.
