Job Description

As a small successful family run insurance broker based in Bude, Cornwall, we are seeking to hire a customer account handler to join our growing team. Our brokerage provides a wide variety of general insurance services including products for business, hospitality, motor, household, personal, and travel insurance.

The candidate must have insurance experience, ideally 2+ years working in both commercial and personal lines insurance, in a brokerage environment. On-going training will be provided, along with optional CII exam progression. A good background education is required.

Role & Duties.

Deliver excellent customer service. Advising new & existing customers on a range of general insurance products (hospitality, guest houses and similar is a niche area we provide). Searching & placing quotations with suitable insurers. Handling all customer queries including mid-term changes, claims, and managing renewals. Dealing with customers face to face, via telephone, post and email. Generating new customer leads and cross-selling. Collecting payments and handling direct debits, chasing outstanding documentation, payments and similar and keeping records up to date.
General day to day office operating duties would be expected i.e. some cleaning, going to the post office, locking doors at the end of the day etc.

Skills & Characteristics.

2+ years knowledge of the commercial and personal insurance industry (ideally within a broker environment). An ability to work under pressure by yourself and part of a team Enthusiastic and hard working. Strong communication and negotiating skills, being able to work under own initiative. Excellent computer literacy (with experience using the Open GI insurance computer software an advantage but no essential) Well presented, friendly, with the ability to get on well with others. Ability to multi-task, prioritise and organise workload efficiently with attention to detail.. Experience in telephone sales.
The position would be office based in our high street branch in Bude, Cornwall with occasional customer site meetings a possibility so having a car and full UK license preferable, but not essential.

Hours of working.

Mon-Fri 9am-5pm Saturday mornings (every other week only) 9am-12pm. Some flexibility available.

Benefits.

23 days holiday, plus all bank/public holidays. Day off on your birthday. 1 additional day holiday for every 1 year of service, up to 5 bonus days available after 5 years. Option to buy or sell holiday. Professional qualification support. Company pension scheme. Discounts for own insurance policies.
Salary: Dependent on experience.

Job Types: Full-time, Permanent

Salary: 26,000.00 to 32,000.00 /year

Job Types: Full-time, Permanent

Pay: 26,000.00-32,000.00 per year

Additional pay:

Loyalty bonus
Benefits:

Company events Company pension Employee discount
Schedule:

Monday to Friday Weekend availability
Ability to commute/relocate:

Bude EX23 8BZ: reliably commute or plan to relocate before starting work (preferred)
Education:

GCSE or equivalent (preferred)
Work Location: In person

Application deadline: 25/07/2025