Credit Insurance Account Handler - Harrogate

Customer Service
Ref: 161 Date Posted: Tuesday 21 Jan 2020
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Our client is a highly regarded  independent specialist Trade Credit Insurance broker located in the North of England,  working in partnership with its  clients to provide a high quality, bespoke, service.

They have an excellent reputation in their field, offering a full-service expertise and a wealth of knowledge to deliver the best solutions to their clients extending into debt recovery and other areas.

They are in a stage of significant growth and are looking to recruit two Credit Insurance Account Handlers to support their clients on a day to day basis.

This is a full-time role which is office based, working Monday to Friday 9am to 5pm.

The salary is between £20,000 - £30,000 depending on experience, the company offers 25 days holiday, pension, life assurance, car parking and is located near excellent transport links.  

Key duties include;

  • Very frequent daily email and telephone contact with insurers, clients and other professionals.
  • Online credit limit processing and rudimentary assessment of company financial statements.
  • Liaison with group colleagues to monitor and notifying insurers of reportable events on behalf of clients.
  • Preparing renewals
  • Assisting with the setup of new business
  • Monitoring and updating ongoing tasks, ensuring policy compliance and reporting
  • Claims reporting, preparation & monitoring, meaning strong numeracy and spreadsheet skills are essential
  • Maintaining accurate files, ongoing jobs and archives using in house CRM, document management & IT systems

Experience and knowledge preferred/required;

  • Insurance broking background (credit insurance ideal) or accountancy / credit control knowledge
  • A good working knowledge of MS office to an intermediate level
  • Strong numeracy skills
  • Client focused with strong relationship building skills
  • An aptitude to learn


Please apply via the link or contact Louise – Unity Resourcing for more information.