ACCOUNT HANDLER - INSURANCE BROKERAGE - DORSET/HAMPSHIRE REGION - HYBRID ROLE - UP TO £35,000 STARTING SALARY Launched in 2024, Carlton Young specialises in the recruitment of professionals across the Accountancy, Finance, HR, and Insurance sectors. Founded by a highly experienced multi-disciplined recruiter and a fully qualified chartered accountant, and supported by a skilled team of dedicated recruiters, we combine industry expertise with recruitment know-how to successfully connect top talent with leading businesses. We are currently partnering an Insurance Brokerage who are expanding and growing their internal team and are looking to recruit an experienced Insurance professional as an Account Handler in the SME Commercial team. This company has offices in Dorset & Hampshire and are keen to recruit someone who can support their Account Executives and obtain accurate underwriting quotes from their panel of Insurers. The role includes: Manage a portfolio of SME business, ensuring communication with the companies regarding to insurance related requirements Prepare information accurately and liaise with a panel of Insurers to obtain competitive quotes Work closely with the Account Executives and provide full support regarding renewal information Prepare and present new business quotations Respond quickly and efficiently to queries Notify insurers of any new claims and ensure you liaise with relevant claims teams We are looking for someone with some knowledge of the insurance sector and has strong communication skills, able to communicate to individuals across multiple communication streams. You will: Understand basic insurance principles, CII qualification preferred but not essential Be organised and able to work to strict deadlines Seek opportunities to develop new business for the company through referrals and lead generation Understand the requirements of preparing presentations and ensure work is accurately presented Have good telephony skills The company are a progressive business and offer a hybrid working environment, with full equipment for home working provided. They are offering a competitive starting salary and a benefits package that includes: Support towards professional qualifications Auto enrolment in pension scheme 25 days holiday + Stats Free parking Bonus scheme For more information please submit a current CV for consideration. We value all applications, however, due to volume numbers we are only able to contact candidates whose skills and experience closely match the requirements of our clients. In line with the requirements of the Asylum and Immigration Act 1996, all applicants must be eligible to live and work in the UK and will be asked to provide documented evidence of eligibility. In line with the requirements of the Employment Agencies Act 1973 we are prohibited from charging work-seekers for work finding services.
Sep 05, 2025
Full time
ACCOUNT HANDLER - INSURANCE BROKERAGE - DORSET/HAMPSHIRE REGION - HYBRID ROLE - UP TO £35,000 STARTING SALARY Launched in 2024, Carlton Young specialises in the recruitment of professionals across the Accountancy, Finance, HR, and Insurance sectors. Founded by a highly experienced multi-disciplined recruiter and a fully qualified chartered accountant, and supported by a skilled team of dedicated recruiters, we combine industry expertise with recruitment know-how to successfully connect top talent with leading businesses. We are currently partnering an Insurance Brokerage who are expanding and growing their internal team and are looking to recruit an experienced Insurance professional as an Account Handler in the SME Commercial team. This company has offices in Dorset & Hampshire and are keen to recruit someone who can support their Account Executives and obtain accurate underwriting quotes from their panel of Insurers. The role includes: Manage a portfolio of SME business, ensuring communication with the companies regarding to insurance related requirements Prepare information accurately and liaise with a panel of Insurers to obtain competitive quotes Work closely with the Account Executives and provide full support regarding renewal information Prepare and present new business quotations Respond quickly and efficiently to queries Notify insurers of any new claims and ensure you liaise with relevant claims teams We are looking for someone with some knowledge of the insurance sector and has strong communication skills, able to communicate to individuals across multiple communication streams. You will: Understand basic insurance principles, CII qualification preferred but not essential Be organised and able to work to strict deadlines Seek opportunities to develop new business for the company through referrals and lead generation Understand the requirements of preparing presentations and ensure work is accurately presented Have good telephony skills The company are a progressive business and offer a hybrid working environment, with full equipment for home working provided. They are offering a competitive starting salary and a benefits package that includes: Support towards professional qualifications Auto enrolment in pension scheme 25 days holiday + Stats Free parking Bonus scheme For more information please submit a current CV for consideration. We value all applications, however, due to volume numbers we are only able to contact candidates whose skills and experience closely match the requirements of our clients. In line with the requirements of the Asylum and Immigration Act 1996, all applicants must be eligible to live and work in the UK and will be asked to provide documented evidence of eligibility. In line with the requirements of the Employment Agencies Act 1973 we are prohibited from charging work-seekers for work finding services.
ACCOUNT EXECUTIVE - INSURANCE INDUSTRY - BOURNEMOUTH/SOUTHAMPTON AREA Carlton Young specialise in the recruitment of professionals in the Accountancy, Finance, HR and Insurance sectors . Set up utilising the skills of a highly experienced recruiter and a fully qualified chartered accountant, we have the recruitment skills and industry know-how to be able to bring applicants and businesses together, helping business thrive and improving lives. We are partnering on a vacancy for a New Business Executive for a well-respected insurance broker with a network of offices. We are looking for someone close to either Bournemouth or Southampton who can work a bank of clients, providing a high level of service. This role includes managing a bank of renewals and developing new clients through company and self-generated leads. You will: Manage your diary, ensuring regular meetings with your clients and ensuring that your renewal information is accurate Work closely with the account handlers and claims teams in the business to ensure that underwriting of policies is completed accurately and in line with clients expectations Follow up on new business leads, arranging appointments and gathering renewal information Maintain a regular flow of new business activity, reporting progress to the broking manager Secure the client through professional delivery of information and building trust and rapport This is a role directed primarily for SME businesses across the Dorset / Hampshire region. We are looking for someone who: Has gained experience within a sales focussed role Understands the basic principles of client management in a broking environment Has gained CII qualifications or has the relevant business experience Can hit and exceed targets and KPI's Is a strong communicator, both written and verbal This is a great opportunity to join an established business going through a period of growth with a well-established team and potential opportunities for future development. The company offers a competitive starting salary depending on experience (we have recommended a starting salary guide of 35,000 to 38,000) as well as a New Business commission structure and hybrid working opportunities. All other benefits will be discussed at interview. If this position is of interest, please send through an up to date CV for consideration. We value all applications, however, due to volume numbers we are only able to contact candidates whose skills and experience closely match the requirements of our clients. In line with the requirements of the Asylum and Immigration Act 1996, all applicants must be eligible to live and work in the UK and will be asked to provide documented evidence of eligibility. In line with the requirements of the Employment Agencies Act 1973 we are prohibited from charging work-seekers for work finding services.
Sep 03, 2025
Full time
ACCOUNT EXECUTIVE - INSURANCE INDUSTRY - BOURNEMOUTH/SOUTHAMPTON AREA Carlton Young specialise in the recruitment of professionals in the Accountancy, Finance, HR and Insurance sectors . Set up utilising the skills of a highly experienced recruiter and a fully qualified chartered accountant, we have the recruitment skills and industry know-how to be able to bring applicants and businesses together, helping business thrive and improving lives. We are partnering on a vacancy for a New Business Executive for a well-respected insurance broker with a network of offices. We are looking for someone close to either Bournemouth or Southampton who can work a bank of clients, providing a high level of service. This role includes managing a bank of renewals and developing new clients through company and self-generated leads. You will: Manage your diary, ensuring regular meetings with your clients and ensuring that your renewal information is accurate Work closely with the account handlers and claims teams in the business to ensure that underwriting of policies is completed accurately and in line with clients expectations Follow up on new business leads, arranging appointments and gathering renewal information Maintain a regular flow of new business activity, reporting progress to the broking manager Secure the client through professional delivery of information and building trust and rapport This is a role directed primarily for SME businesses across the Dorset / Hampshire region. We are looking for someone who: Has gained experience within a sales focussed role Understands the basic principles of client management in a broking environment Has gained CII qualifications or has the relevant business experience Can hit and exceed targets and KPI's Is a strong communicator, both written and verbal This is a great opportunity to join an established business going through a period of growth with a well-established team and potential opportunities for future development. The company offers a competitive starting salary depending on experience (we have recommended a starting salary guide of 35,000 to 38,000) as well as a New Business commission structure and hybrid working opportunities. All other benefits will be discussed at interview. If this position is of interest, please send through an up to date CV for consideration. We value all applications, however, due to volume numbers we are only able to contact candidates whose skills and experience closely match the requirements of our clients. In line with the requirements of the Asylum and Immigration Act 1996, all applicants must be eligible to live and work in the UK and will be asked to provide documented evidence of eligibility. In line with the requirements of the Employment Agencies Act 1973 we are prohibited from charging work-seekers for work finding services.