Hayes Parsons is an independent, Chartered Insurance Broker based in central Bristol. We are a dynamic, customer-focused organisation and are looking for an efficient individual with some insurance experience to join our team of commercial Account Handlers and help service clients within the Small Business Unit.

About the role

You will be responsible for the day to day servicing of cases within our Small Business Unit including renewals, new business and general enquiries. The Small Business Unit handles clients with premiums up to £5,000 and includes a large variety from sole traders to small businesses and charities and so you will gain experience in all areas and types of commercial insurance. The role is critical in supporting those clients, to fully understand their insurance needs.

You will be supported by an experienced team leader and whilst your priority will be small business clients, you will at times get the opportunity to work with the Account Executives on larger cases.

You will be responsible for:

Broking a range of commercial insurance policies and negotiating with insurers as necessary; this will include obtaining quotations via online systems but also having to send bespoke broking presentations directly to insurers when needed

Issuing policy documentation in a timely and accurate way

Answering customer queries via email and phone

Maintaining customer records, making sure they are compliant and accurate

Ensuring that our customers settle their accounts within their credit terms and processing online payments

Building good relationships both internally and externally

The role is full time and based in our central Bristol office and we would consider a working from home arrangement upon completion of your probation.

Qualifications

It is a requirement of this role that you either hold or are working towards completing the Chartered Insurance Institute’s Certificate in Insurance (Cert CII).

At Hayes Parsons we have a strong emphasis on internal training and staff development and if you do not already hold the Cert CII you will be supported in completing this qualification which will include all funding. If you already hold the Cert CII then there will also be opportunities to continue with your studies and complete the Diploma in Insurance.

Your skills

Most importantly, this role requires good organisational skills and the ability to work quickly and efficiently. A basic insurance knowledge is required and some previous experience either in a similar role or in a call centre type role. If you are currently working in a Personal Lines role then we would also welcome your application as training on commercial risks can be provided.

In addition, you should be able to prioritise, be able to adapt quickly to change and be able to work flexibly as some members of your team will be working from home. You will be dealing with clients on a daily basis and so it is vital that you have a professional and friendly manner when answering queries.

Life at Hayes Parsons

“Hayes Parsons is a broker designed solely around the needs of its clients and ensuring its staff has the right tools to hand to provide a service which is both market leading and highly effective.” James Woollam, Managing Director

As a values-driven business, the way we work is incredibly important and at the heart of our business are our four core values. We have won multiple awards for our training and apprenticeship programmes which you can find out more about here.

Company culture is key at Hayes Parsons and we recently interviewed some staff about their role and why they choose to work here. Two of these videos are below but you can watch more on our YouTube channel.

Get in touch

If you are interested in finding out more or would like to have an informal chat about this role please email Maxine Tearle on [email protected] with a copy of your CV.

Posted by helen carpenter on 13 January 2021 at 12:00 AM

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