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Account Broker Support - Retention & Servicing

Salary: £20,000 - £24,000

Location: Cheltenham

Permanent - Full Time

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The role of Account Broker within our Retention and Servicing team will be to maximise business income through effective handling of clients insurance programmes. You will also assist the Account Executives in achieving high levels of renewal retention, whilst exceeding customer expectations and meeting FCA requirements. Account Broker key accountabilities will include: • Achieve agreed objectives • Meet contract certainty and complete tasks with agreed timescales • Build strong relationships with colleagues, clients and insurer partners • Support Account Executives with the day to day handling of clients • Preparation of risk registers and reports • Administration and management of casualty, property and motor claims: including preparation of claims reports for clients and colleagues as required.


We are looking for an Account Broker with strong work ethic and experience in the Insurance and financial services sector. An Account Broker will also need to work to deadlines while maintaining strong client relationships. The Account Broker will also have the following; • Strong communication skills both written and verbal • Passion for providing exceptional customer service • A team player who is happy to support other colleagues • Individual accountability with the ability to spot and identify opportunities and provide solutions


This is a great opportunity to be part of a transforming business and you will be rewarded by a highly social team culture and competitive salary. We will offer you a fantastic benefits package which includes a defined contribution pension scheme where Endsleigh will contribute 4% of your pensionable salary increasing to 8% at 5 years’ service and rising again to 12% in year 10. You will start with 22 days holiday plus bank holidays, rising to 25 days after 2 years’ service. We also offer all colleagues the ability to buy holidays if they wish to, as well as giving you your Birthday off. In addition to this we also offer: • Life Insurance • Free fruit and healthy snacks • Access to a number of voluntary benefits including critical illness and dental insurance • Colleague discounts through Perkbox • Totum student discount card via the NUS • The opportunity to buy additional holiday • Access to our excellent facilities onsite including a gym and other sporting facilities. • Free onsite parking • Funding for team social events via the Endsleigh Fun(d)

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