Job Description

Trainee Account Broker

Location:

Halifax (On-site)

Package:

Negotiable + Benefits

As a team, our Xenia offices in Manchester & Halifax have been growing exceptionally well and are looking to strengthen their highly experienced team with a Trainee Account Broker.

This role is designed to provide Office based support for Account Managers. Day-to-day point of contact for clients in relation to basic policy administration - duties to include support with credit limits, policy documentation, overdue accounts, claims, declarations of turnover, accounting queries, processing of no claims/low claims bonuses,

The day to day:

Supporting/advising clients with credit limit applications, appeals and monitoring progress of these. Advising clients in relation to declarations of turnover and submission of these as appropriate. Support for clients in relation to accounting queries - premium payments, policy adjustments etc. Support for colleagues in relation to management of renewal negotiations. Undertake discussions with underwriters, as appropriate, in relation to all of the above Establishing and maintaining client records in hard copy files and Goldmine database.

The rewards:

Negotiable starting salary with the standard benefits package (Holiday, Pension etc.) and a culture built around developing staff. Strong team environment within a business that are growing year on year and some excellent career prospects. Full support for professional qualifications.

About you:

Ideally have trade credit experience, however full training will be provided. Ability to work under pressure as part of a small team Good communication skills and customer focused Attention to detail and deadlines Accurate record keeping You should also be confident in dealing with stakeholders at all levels and have a wider skill set that includes strong communication (both written and verbal), negotiation, sales and IT Skills.
Job Types: Full-time, Permanent

Benefits:

Employee stock purchase plan Free parking On-site parking Referral programme
Experience:

Insurance: 1 year (preferred)
Work Location: In person