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We are recruiting for a Personal Lines / HNW Account Handler to join a successful team in Stockport.

Forge an Account Executive career with one of the most progressive independent insurance broking firms in the UK, now with a decade's trading history and sustained growth, and bigger plans to come. The business is big on developing talent, and this role has been created with that in mind - it’s ideal for an account handler, broker or underwriter to make the step into an Account Executive role with a structured training plan and full support. Key Benefits: • A competitive base salary of up to £60,000, complemented by a pension contribution, private medical, health plan and other benefits., • Performance-related bonus based related to retention and growth., • Investment in professional development, including support for qualifications., • Split your time between modern offices locations, client visits and home/remote working., • A firm commitment to employee well-being, recognition, and rewards., • Engaging social events and team-building activities to foster a collaborative culture. Account Executive Role Responsibilities: • Manage and develop a portfolio of existing clients, ensuring exceptional service and retention., • Collaborate with the new business team to strategically expand your account in a structured manner, identifying the right prospects in the right sectors to win sustainable long term clients., • Have access to outstanding products and services to meet client needs – this includes a range of innovative sectors including Life Science & Technology, Private Equity, Leisure & Entertainment, Media & Creative, Real Estate and Construction., • Benefit from comprehensive support in administrative, broking, and claims tasks. Essential Skills & Experience: • A solid grounding in commercial insurance, having dealt with clients in an account handling, broking, or underwriting role and seeking the additional responsibility and challenge of an Account Executive role., • A strong communicator, able to build and maintain client relationships., • Keen acumen for identifying and securing new business opportunities., • Commitment to ongoing professional development. Location & Availability: • Candidates should ideally be based near to one of the firms regional offices, within commuting distance to London, Birmingham, Manchester, Leeds, Newcastle, Bristol or Edinburgh for work, meetings, training and coaching purposes. This role is tailored for professionals seeking to progress from positions such as Account Handler or Underwriter into a more strategic Account Executive role. With a structured training plan in place, the transition will be smooth and fully supported. For more details, please do click apply, or contact David Colesby - 07794 926 560 / .

Description of Position: The role of the IBA Accounts Technician will be to work alongside the current IBA Team to achieve the timely and accurate collection, processing and onward payment of settlements to all Trading Partners as well as support the Global Head of IBA and Global COO with any ad-hoc projects. Carry out day to day operations within your own area of responsibility as allocated by the Global Head of IBA; primarily responsible for collection allocation and monitoring of aged debt, funding, unallocated cash, however the role will be called upon to assist with project work as a member of a team. To provide accurate and timely management reports as requested to the Management Team on a regular and ad-hoc basis. Key Result Areas: • To ensure the preparation and reconciliation of IBA accounts is conducted on a timely and accurate basis as per the agreed Service Level Agreement “SLA“., • To work closely with the IBA Team to perform credit control procedures as per the agreed SLA., • To ensure all outstanding accounts are chased appropriately and timely according to agreed SLA., • To ensure receipt of funds are reconciled within agreed timeframes., • To ensure disbursements are reconciled within agreed timeframes., • To check and agree daily IBA reports generated from Open Twins to ensure that unmatched cash, funding and held funds are identified and worked on., • To work closely with the IBA Team in UK and North America and ensure good communication links., • To escalate issues to Global Head of IBA where necessary for resolution or direction in line with set policies and procedures., • To ensure operating to maximum efficiency and professionalism, to enable the best service to be provided to Trading Partners and the Company as required., • Be responsible for the collecting of premiums and claims to ensure that uncollected brokerage and or outstanding debt is in line with agreed company procedures, • Assist with the IBA Team to clear any unmatched cash as per agreed company procedures, • Prevent funding from occurring, but where inevitable, assist the IBA team to clear funded balances as per agreed company procedures, • Settle any balances due, as and when required, within settlement dates and within agreed SLA., • Render any required statements as agreed with Trading Partner on within agreed timeframe as per agreed company procedure, • To assist IBA Team and Account Handlers with outstanding finance queries., • To raise any queries with the relevant Account Handler in a timely manner., • To provide support to the IBA Team as and when required., • Perform a review of your IBA credit control accounts with the required Management Team on an agreed timely basis., • Strong communication, both written and verbal with close attention to detail., • Be able to demonstrate drive and self-motivation to achieve results with a general willingness to be flexible in work habits and assigned tasks., • Supports and encourages change and adapts positively to changing priorities and work demands., • Able to work under pressure during stressful conditions., • Ability to learn and share knowledge., • Ability to identify, recognize and escalate critical issues for resolution., • Excellent Computer Skills to include working knowledge of Microsoft Office (Word, Outlook, Excel), • Previous experience of using OpenTwins Broking Systems (preferable but not essential), • Global Head of IBA, • Global COO, • Regional COO, • Internal Operations, • Claims Team, • Account Handlers, • Finance, • Compliance

We are recruiting for a Personal Lines / HNW Account Handler to join a successful team in Stockport. At least 3 years experience dealing with Personal Lines Account Handling.

Experience in an account handling or technical role within mid-corporate insurance is essential.

The business is big on developing talent, and this role has been created with that in mind - it’s ideal for an account handler, broker or underwriter to make the step into an Account Executive role with a structured training plan and full support. This role is tailored for professionals seeking to

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