Duration: Permanent 

Hours: Monday Friday 9am-5.15pm 

Location: Cheltenham

About the role

Lansdown Insurance Brokers is looking for a Claims Executive to join our Claims Teams. 

You will act as an intermediary between policyholders and insurance companies by helping to deliver exceptional customer claims service experience. Your role will focus on advising clients, obtaining and reviewing of all claim documentation.

Key responsibilities

• To service a variety of clients under different classes of business to guide and advise them on policy cover and claims process, to ensure claims department provides a quality service to its customers
• Review and manage Liability related claims such as PL, EL & D&O
• Perform day-to-day administrative tasks keeping claims files and other records fully up-to-date
• Check insurance cover and policy dates before providing policy/claim advice or reviewing new claims
• Analyse policy provisions and conditions
• Seek verification from colleagues and/or insurers when scope of cover is in doubt
• Establish, build upon and maintain interpersonal relationships with claimants, sub-brokers, agents and insurance company claims departments
• Liaise, with Clients, promoting healthy relations to support the effective management of their claim
• Pursue the recovery of uninsured losses (if required)
• Participate in cross-team projects, as required
• Provide input to underwriters during the review of existing Insureds’ claims experience
• Maintain positive working relationships with all members of staff
• Monitor and maintain health and safety and security in the workplace
• Pursue personal development of skills and knowledge necessary for the effective performance of the role
• Have thorough knowledge of industry regulations and minimum standards to ensure compliance
• Comply with Lansdown’s procedures, policies and regulations including the code of conduct.

Knowledge, skills and experience

• General understanding of Personal and Commercial Insurance
• Strong Interpersonal skills
• Ability to deliver accurate information with attention to deal
• Excellent time management and organisational skills
• Excellent communication both written and verbal (able to listen and understand information presented by claimants)
• Empathetic
• Good educational standard
• Confident numeracy skills
• Interpret and understand key terms and phrases used in insurance-related documents
• Knowledge of administrative and clerical procedures, arrange actions that have been undertaken in the claims process
• Ability to develop relationships with clients, agents, insurers etc.
• A proven ability to deliver exceptional customer service
• A conscientious, positive and enthusiastic approach to work, maintaining good working relationships with colleagues and clients
• Cert CII or working towards.

What we offer

• A competitive salary - Let's discuss it
• Hybrid working 
• Competitive Personal Pension 
• Bonus scheme  
• 22 days annual leave plus bank holidays 
• An array of health and wellbeing benefits, including private healthcare
• Volunteer day
• Onsite parking
• Full study support and study leave to complete insurance industry professional qualification
• EAP Scheme

About us

Lansdown Insurance Brokers were established in Cheltenham over 50 years ago, and have built a reputation for excellent customer service. In 2014 we were purchased by SEIB Insurance Brokers and are now part of the Benefact Group.

We have a friendly family environment with care for our teams and handholding of our clients being at the top of our agenda. Our staff know how to work hard but also how to enjoy themselves! We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.

Lansdown is very proud to be part of the Benefact Group https://benefactgroup.com a charity that exists to donate profits to good causes and a foundation whose business focus is to make a positive difference to people's lives