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SBU Account Handler - Jelf

Location: Gillingham, United Kingdom

Company: Marsh

Job ID R_037003-en

SBU Account Handler - Jelf

Location: Gillingham

Contract type: Full time Permanent  

We have a fantastic opportunity for an SBU Account Handler in our office in Gillingham to look after a set portfolio of SBU accounts as well as manage new ones.


  • To handle both new and existing customer enquiries on behalf of the Account Executives.
  • To deal with administrative processes involved in new business, mid-term adjustments and renewals.
  • Ensure all requests from clients are dealt with promptly, correctly and efficiently within Jelf’s regulatory guidelines for compliance.
  • Building relationships with our panel of insurers to ensure the client receive the best terms and price for their policy.
  • To gather all relevant information & documentation from the clients on their policy, levels of cover and pertinent exclusions in relation to the renewal queries being presented.
  • To ensure the production of required documentation and the processing of renewal policies is met within Jelfs guidelines.
  • To ensure a pronounced emphasis is on the retention of existing customers and growing each portfolio through developing excellent client relationships, this includes obtaining referrals and cross-selling.
  • Ensure all files are maintained and updated with all document, email and telephone exchanges.

Experience and skills required

  • Demonstrable experience as an Account Handler
  • Experience servicing SME/Commercial Clients is essential
  • Comfortable working under pressure whilst keeping a sharp eye on technical insurance details
  • Effective communication skills, both oral and written
  • Ability to priorities and organise own workload
  • Ideally CII qualified but not mandatory

About Jelf

Jelf is an award winning consultancy that supports businesses and individuals with expert advice on matters relating to insurance, risk management and employee benefits. Its purpose is simple: to help business and individuals across the UK thrive.  

Founded in 1989, Jelf became part of Marsh & McLennan Companies (MMC), a global leader in risk, strategy and people, in December 2015.  In January 2017, Jelf was brought together with Bluefin to create one of the UK’s leading insurance brokers for mid-size and SME companies.

With almost 3,000 colleagues serving over 250,000 clients, Jelf has an extensive network of regional offices; enabling its advisers to provide an expert, personal service from over 75 locations across the UK.

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