Insurance Agent

Insurance Agent

Job description
We are looking for a customer-focused individual to join the Personal Lines team, working primarily on renewals, policy changes, and retaining existing clients. The role requires the ability to manage customer relationships, juggle multiple tasks, and deliver work with accuracy and professionalism.

Responsibilities

  • Manage policy renewals while supporting high levels of client retention

  • Process amendments, update accounts, and communicate with clients regarding claims and correspondence

  • Maintain accurate and up-to-date records and files

  • Deal with customer renewals, mid-term adjustments, and general enquiries in a clear and professional manner

  • Action internal and external requests in an efficient and timely way

  • Work closely with team members and other departments to achieve shared objectives

  • Ensure all work is completed in line with compliance and regulatory standards

  • Assist with ad-hoc duties and support the overall performance of the team

Skills and Experience

  • APA qualification essential; CIP qualification is beneficial

  • Experience working in a busy, customer-facing environment

  • Knowledge of Relay software would be advantageous

  • Strong communication and interpersonal abilities

  • Excellent organisational skills with strong attention to detail

  • Ability to prioritise tasks, multitask, and resolve issues effectively

  • Positive and flexible attitude with the ability to adapt to change

  • Demonstrated commitment to professional development and customer service excellence

Personal Lines Advisor

Personal Lines Advisor

We are searching for a strong customer orientated individual to join the Personal Lines department, focusing on renewals, amendments, and customer retention. This position requires someone who can manage client relationships, handle multiple tasks efficiently, and maintain a high level of accuracy and professionalism.

Responsibilities

  • Manage renewals and ensure strong client retention

  • Handle policy amendments, account entries, and liaise with clients on claims and correspondence

  • Keep all records and files updated accurately

  • Communicate effectively with clients to handle renewals, mid-term adjustments, and general queries

  • Respond to internal and external requests promptly and efficiently

  • Work collaboratively with colleagues across departments to meet team goals

  • Ensure all processes are completed in line with compliance requirements

  • Take part in ad-hoc tasks and contribute to improving team performance

Skills and Experience

  • APA qualification required; CIP qualification is an advantage

  • Experience in a fast-paced, customer-focused environment

  • Knowledge of Relay software is beneficial

  • Strong communication and interpersonal skills

  • Excellent organisational skills and attention to detail

  • Ability to prioritise, multitask, and solve problems effectively

  • A positive, adaptable attitude with a willingness to embrace change

  • Commitment to professional growth and delivering quality service to customers

Insurance Agent

Insurance Agent

Job description

We are searching for a strong customer orientated individual to join the Personal Lines department, focusing on renewals, amendments, and customer retention. This position requires someone who can manage client relationships, handle multiple tasks efficiently, and maintain a high level of accuracy and professionalism.

Responsibilities

  • Manage renewals and ensure strong client retention

  • Handle policy amendments, account entries, and liaise with clients on claims and correspondence

  • Keep all records and files updated accurately

  • Communicate effectively with clients to handle renewals, mid-term adjustments, and general queries

  • Respond to internal and external requests promptly and efficiently

  • Work collaboratively with colleagues across departments to meet team goals

  • Ensure all processes are completed in line with compliance requirements

  • Take part in ad-hoc tasks and contribute to improving team performance

Skills and Experience

  • APA qualification required; CIP qualification is an advantage

  • Experience in a fast-paced, customer-focused environment

  • Knowledge of Relay software is beneficial

  • Strong communication and interpersonal skills

  • Excellent organisational skills and attention to detail

  • Ability to prioritise, multitask, and solve problems effectively

  • A positive, adaptable attitude with a willingness to embrace change

  • Commitment to professional growth and delivering quality service to customers

Insurance Advisor

Insurance Advisor

We are searching for a strong customer orientated individual to join the Personal Lines department, focusing on renewals, amendments, and customer retention. This position requires someone who can manage client relationships, handle multiple tasks efficiently, and maintain a high level of accuracy and professionalism.

Responsibilities

  • Manage renewals and ensure strong client retention

  • Handle policy amendments, account entries, and liaise with clients on claims and correspondence

  • Keep all records and files updated accurately

  • Communicate effectively with clients to handle renewals, mid-term adjustments, and general queries

  • Respond to internal and external requests promptly and efficiently

  • Work collaboratively with colleagues across departments to meet team goals

  • Ensure all processes are completed in line with compliance requirements

  • Take part in ad-hoc tasks and contribute to improving team performance

Skills and Experience

  • APA qualification required; CIP qualification is an advantage

  • Experience in a fast-paced, customer-focused environment

  • Knowledge of Relay software is beneficial

  • Strong communication and interpersonal skills

  • Excellent organisational skills and attention to detail

  • Ability to prioritise, multitask, and solve problems effectively

  • A positive, adaptable attitude with a willingness to embrace change

  • Commitment to professional growth and delivering quality service to customers

Part-Qualified Accountant

Part-Qualified Accountant

The Part-Qualified Accountant will be managing day-to-day financial activities, maintaining accurate and timely records, and supporting a portfolio of clients with their accounting needs. You will play a key role in ensuring smooth financial operations and compliance, while also contributing to the business’s long-term goals and ongoing growth.

This is an excellent opportunity for someone who is eager to build on existing experience within a supportive, professional environment that values initiative, teamwork, and development.

Responsibilities:

  • Prepare accurate and timely year-end financial statements and reports for senior review

  • Reconcile key accounts, including VAT, payroll, leases, hire purchases, and fixed assets registers

  • Record and maintain financial transactions in accounting software with precision and consistency

  • Assist in the preparation of monthly and quarterly management accounts and performance reports

  • Ensure all financial documentation meets compliance standards and internal deadlines

  • Support the year-end closing process, including reconciliations and final journal entries

  • Assist in preparing and reviewing Corporation Tax returns in line with current legislation

  • Communicate professionally and effectively with clients via phone and email regarding queries and updates

  • Collaborate with managers and senior accountants on ad hoc financial projects and reporting tasks

  • Contribute ideas for improving systems, workflows, and client service delivery

Requirements:

  • Part-qualified accountant working towards ACA or ACCA designation

  • Minimum of two years’ experience working in a professional accounting practice

  • Solid understanding of accounting principles, financial reporting, and regulatory requirements

  • Strong attention to detail and a structured approach to problem-solving

  • Excellent written and verbal communication skills with a professional, client-focused approach

  • Highly organized, with the ability to manage competing deadlines and priorities efficiently

  • Proficient in Microsoft Excel, Word, and other Office applications; experience with accounting software is advantageous

  • Able to work independently, use initiative, and demonstrate a proactive attitude to learning and responsibility

Benefits:

  • Performance-based bonus structure to reward achievement

  • Full support provided for professional qualification progression

  • Company pension scheme to support long-term financial planning

  • Ongoing training and professional development opportunities