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A new vacancy has arisen for a Paraplanner to join an well-established and progressive financial planning and investment company based in Newcastle upon Tyne. You will be responsible for preparing written advice and providing technical research services to a team of Financial Planners.
A growing, independent insurance broker in the North East is seeking an experienced Account Executive to manage, retain and grow an existing book of business. The ideal candidate will have strong local connections and people skills, together with an obvious determination to deliver excellence in all matters pertaining to client service.
The role will involve servicing a portfolio of commercial accounts. Broking new business and obtaining and negotiating quotations for the renewal of existing accounts.
The role will involve compiling, processing and recording information relating to potential new claims, liaising with brokers, policyholders and third parties to ensure the facts of the claim are established in accordance with policies, procedures, regulatory requirements. You will Investigate, assess and evaluate claims, within limits of authority applying criteria to prevent loss and fraud and appointing suppliers and experts as required, updating relevant parties and meeting customer service standards.
This is an excellent opportunity to join a growing Lloyds Broker Motor Fleet team in their office in Lancashire. The successful candidate must be prepared to work hard.
London office of French loss adjusting practice requires an immediately available PA to support International Director based out of a City office. Traditional PA role will require you to provide a general administration function, but an essential part of the role will be to act as a link with the parent company in France, and therefore fluency in the French language is an essential pre-requisite.
A new vacancy has arisen for a Financial Services Administrator/Paraplanner to join a leading, independently operated financial services company within Newcastle upon Tyne. You will be responsible for dealing with new business administration for pension, protection and investments, together with acknowledgements and chasing for outstanding information.
Internal Account Manager sought to manage a panel of 65-80 Brokers through proactive telephone based contact and to support the Sales Manager. Key objective will be to profitably grow the account through development and strong relationship management, both internal and external, whilst delivering KPIs.
A new vacancy has arisen for a Claims Hander to join a long established insurance broker based in Manchester. Working within a team, you will be responsible for managing a caseload of commercial property and liability claims ensuring that all regulatory obligations, legal requirements, company procedures and service level agreements are met.
A busy and ambitious independent broker is keen to recruit an experienced Commercial Sales Executive to add momentum to the growth of their account. Whilst the role may best suit a local candidate, our client already has connections and prospects well beyond the North East and wishes this trend to continue.