Yutree Insurance
Commercial Account Handler / Insurance Broker
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About Us
Yutree Insurance Ltd is an independent Chartered commercial insurance brokerage and underwriting agency. We offer highly personalised insurance advice and protection to our clients whilst also providing other brokers with access to our own, underwritten product range. We have a reputation for excellence, built on a foundation of respect, transparency and a commitment to professionalism, development, and customer value. You can find out more about us at www.yutree.com.
About the Role
We are currently seeking an experienced and passionate Account Handler to join our collaborative team of talented and committed insurance professionals. We have ambitious growth plans for the business and are looking for someone who wants to contribute to our journey and continued success.
You'll ensure our clients receive suitable and cost-effective insurance solutions by understanding their needs and negotiating with insurers to find the best solutions. Your main duties will include:
- Working closely with Client Executives to understand client needs, including supporting meetings as required
- Managing all renewal, new and mid-term policy work as required
- Negotiating with insurers to obtain appropriate and cost effective solutions for clients
- Keeping electronic files up to date, in order and all work tasked/diarised accordingly
- Maintaining an understanding of the general insurance market and changes within the sector
The role is based at our office in Newmarket, with the potential for occasional travel to our other office in Norwich. Hybrid working may be discussed following a successful probation period.
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About You
This role is a great opportunity for someone with relevant commercial insurance experience who wants to develop further with the support of a friendly, knowledgeable and experienced team.
You must have:
- At least three years’ experience working in insurance, specifically in commercial lines and across a range of products
- At least a grade C or equivalent in GCSE Maths and English
- At least Cert CII qualification, or a willingness to work towards it
- Computer skills, including Microsoft Office (Word, Excel and Outlook); an interest in AI is desirable
- Excellent customer service skills
- The ability to prioritise competing demands and manage time effectively
- Good attention to detail
- The ability to work collaboratively as part of a team while also taking an independent approach to problem-solving.
Ideally, you will have a working knowledge of Acturis. You will also be curious and proactive, able to build trusted relationships internally and externally, and committed to delivering fair customer outcomes. You will think beyond the obvious, evaluate options confidently and propose practical solutions.
About the Package
- Salary: c£35k
- Enhanced holiday entitlement (34 days per year, including bank holidays)
- Financial support for qualifications
- Employee Referral Bonus scheme
- Company events
- Shopping discounts platform
- Regular health and wellbeing workshops
- Online training platform
- Company pension scheme.
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Subject to successful completion of probation and/or eligibility:
- Group life insurance
- Private medical insurance
- Company sick pay scheme
- Holiday buy/sell scheme
- Enhanced maternity pay
Eligibility for benefits is determined consistently in accordance with the relevant scheme or policy.
Further Information
Candidates who are successful at the CV screening stage will be invited to a formal interview which consists of:
- A short, scenario-based technical assessment
- A discussion exploring your previous experience, roles and responsibilities
- A set of questions related to our competency framework, which is based on the CII’s Professional Map. This is a Band 2 position within the map.
If you need any reasonable adjustments or another form of support at any stage of the application or interview process, please let us know by emailing katie.woodcock@yutree.com.
We may close the vacancy earlier than the closing date if we have enough suitable candidates so early applications are encouraged. No agencies please - we already work closely with a carefully selected number of agencies.
We welcome applications from people with different backgrounds, experiences and perspectives. We make recruitment decisions based on the skills, experience and potential needed for the role and are committed to providing an inclusive and accessible recruitment process.
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