Office Manager & Senior Account Handler - Dorrington
Caleb Roberts was founded on an exceptional service level for the local community and that remains our core strategy today. Our specialty lies within Agricultural & Commercial Insurance. Today we are a recognised insurance broker in Wales and the Border Counties, and one of the largest independent farm insurance brokers in the UK.
The Office Manager and Senior Account Handler plays a key role in the smooth running of the branch, combining responsibility for office operations with the management of client insurance accounts. The postholder will build and maintain strong client and insurer relationships, support colleagues to deliver high standards of service, and ensure that all work is carried out accurately and in line with internal procedures and regulatory requirements.
The role will involve handling a broad range of insurance business, with a primary focus on farm insurance, alongside motor fleet, motor trade, commercial vehicle, liability, shop and office packages, property owners and other commercial insurance products.
Key responsibilities
Office management and administration
- Manage the day-to-day running of the office to ensure an efficient, organised and professional working environment.
- Oversee office administration, including supplies, equipment, facilities issues, schedules, appointments and meeting room arrangements.
- Maintain high standards of administration, identify opportunities to improve efficiency and ensure office processes are followed consistently.
Client account handling
- Build and maintain effective relationships with clients and insurers, providing a professional, responsive and knowledgeable service at all times.
- Handle renewals, adjustments, quotations and general account servicing across the relevant classes of business, liaising and negotiating with insurers as required.
- Support clients with clear advice and communication, ensuring documentation is accurate, timely and aligned with business and customer needs.
Team support and stakeholder liaison
- Provide day-to-day guidance, mentoring and support to colleagues, helping to promote high standards of customer service, teamwork and performance.
- Work closely with internal stakeholders, including finance, operations and HR support, to assist with onboarding, branch administration and wider business responsibilities.
Compliance and reporting
- Ensure all business activity is carried out in line with FCA requirements, company procedures and compliance standards, using checklists and supporting documentation where required.
- Prepare, collate and present accurate management information and reports for Directors, using data to support effective decision-making and performance analysis.
- Maintain a high level of professionalism, discretion and confidentiality in all dealings with clients, colleagues and business information.
Treating Customers Fairly
All employees are responsible for working with senior management to ensure customers are treated fairly at all times and that the firm’s Treating Customers Fairly procedures are consistently followed.
Skills, knowledge and experience
Essential
- Proven experience in an insurance, financial services, office management or senior administrative environment.
- Strong organisational skills, with the ability to manage competing priorities and meet deadlines.
- Excellent attention to detail and the ability to maintain accurate records and documentation.
- Excellent written and verbal communication skills, with confidence in dealing with clients, colleagues and visitors.
- Ability to work collaboratively as part of a busy team while also using initiative and working independently.
- Good IT skills, including Microsoft Office applications such as Word, Excel, PowerPoint and Outlook.
- Professional, confidential and customer-focused approach to work.
Desirable
- Experience of handling commercial or agricultural insurance business.
- Knowledge of FCA requirements and working in a regulated environment.
- Experience of coaching, mentoring or supervising colleagues.
- Confidence in producing management information and reports for senior stakeholders.
Salary will be aligned to experience.
To apply please provide a covering letter explaining your suitability for the role and an up-to-date CV to [email protected]. Unfortunately sponsorship is not offered for this position and we reserve the right to close the advert should sufficient applications be received.
Job Types: Full-time, Permanent
Benefits:
- Company pension
- Cycle to work scheme
- Free flu jabs
- Life insurance
- On-site parking
- Private medical insurance
- Referral programme
Ability to commute/relocate:
- Shrewsbury SY5 7JW: reliably commute or plan to relocate before starting work (preferred)
Work Location: In person
