Assistant Account Handler - Schemes

How you will make an impact

As an Assistant Account Handler (Trainee), you will play a key role in supporting the Clear Schemes team by assisting in the management of clients’ insurance portfolios and delivering tailored insurance solutions. Your contribution will help ensure the team continues to provide exceptional service to self-build clients, making a significant difference in their projects.

Why Join Us?

At the heart of our culture lies a commitment to protect, excel, and succeed together. We foster an environment where everyone is empowered to thrive, working collectively to deliver success for our clients, colleagues, and communities.

The Clear Group Experience

Joining Clear Group means becoming part of an industry leading team that puts people first. We are committed to creating a work culture that values entrepreneurial spirit, adaptability, and even a bit of fun along the way.

What you can expect:

• Career Growth: Ample opportunities to advance within a leading insurance firm.
• Flexibility: Work arrangements designed to support your work-life balance, allowing you to excel in all areas.
• Supportive Culture: A collaborative environment where teamwork and professional development are highly valued.

Key Responsibilities

• Client Management: Assist in responding to client queries promptly and professionally, ensuring high levels of customer service. Help support strong relationships with clients, addressing their insurance needs and identifying opportunities to enhance their coverage.
• Policy Administration: Help process new business, renewals, endorsements, and cancellations while maintaining accurate client records in line with company policies and procedures.
• Insurer Negotiation: Assist with liaising with insurers to ensure policies meet client needs and secure favourable terms where possible.
• Compliance and Regulation: Support the team in ensuring all activities comply with FCA regulations and company compliance standards, staying informed on regulatory changes.
• Collaboration and Teamwork: Work closely with Account Executives and colleagues to ensure smooth and effective client support, sharing knowledge and best practices to enhance service delivery.

About You

Attributes: Skills: Qualifications

Candidates must meet the essential criteria through relevant experience or demonstrated transferable skills. However, desirable attributes, skills, and qualifications will be considered a strong advantage.

Essential:

• Previous experience in an administrative or support role, ideally within the insurance sector or a related specialism.
• A basic understanding of commercial insurance products and markets.
• Proficiency in using office software and the ability to learn client management systems.
• Awareness of compliance responsibilities, including FCA regulations and industry standards.

Desirable:

• A willingness to work towards an ACII qualification.
• Familiarity with insurance platforms like Acturis (or similar systems) would be advantageous.

Key Skills and Attributes:

• Strong organisational skills with the ability to manage multiple tasks effectively and prioritise workloads.
• Excellent communication and interpersonal skills, with a focus on providing exceptional client service.
• A keen eye for detail and a commitment to maintaining accuracy and professionalism in all tasks.
• Proactive and solution-oriented, with the ability to identify and anticipate client needs.
• A team player who thrives in a collaborative environment and is eager to contribute to a positive team dynamic.

Right to work

• Candidates must have the legal right to work in the UK.

Value Alignment and Professional Behaviour

At Clear Group, we are committed to upholding the highest standards of professionalism, teamwork, and integrity. We seek individuals who share our values and are dedicated to delivering outstanding service to our clients and supporting the success of our business

Life at Clear – Your Career, Your Future

At Clear Group, we foster an inclusive, and forward-thinking culture where everyone is empowered to thrive. We believe in collaboration, continuous learning, and rewarding hard work. Whether you are developing your career, building strong client relationships, or driving business success, you'll be part of a team that supports and values you.
 
Our Benefits

We know that great teams, career growth, and a supportive work environment are key to your success. Alongside a competitive salary, we offer a range of benefits designed to support your wellbeing, work-life balance, and future.

• Wellbeing Support: Access our Wellbeing Hub, Employee Assistance Programme, and Group Medical Insurance, plus gym membership discounts and an eye care scheme.
• Flexible Work-Life Balance: Enjoy hybrid working, up to 27 days of annual leave (increasing with service), plus the option to buy extra days.
• Future Planning: Benefit from a contributory pension, Group Life Assurance, and Income Protection for added peace of mind.
• Rewards & Recognition: Earn bonuses for successful referrals and professional qualifications.
• Giving Back: Take volunteer days to support causes that matter to you.

Equal Opportunities and Inclusion

At Clear Group, Diversity, Equity, and Inclusion are at the heart of our values. We believe in fostering an environment where everyone feels a genuine sense of belonging, and we celebrate differences through inclusiveness. Our staff networks such as the Gender Equality Alliance, Female Alliance in Business, and Early Career Professionals play a pivotal role in making Clear Group a diverse, engaged, and inclusive workplace.

We are actively expanding these networks to support even more perspectives and experiences. As we build our team, we warmly welcome the unique strengths each candidate brings from their background, education, and culture to their gender identity, language, veteran status, disability, and beliefs. We know that a team rich in diverse voices helps us all thrive, and we look forward to seeing how your experiences will contribute to our shared success.