Commercial Insurance Account Handler

Job Title: Commercial Account Handler
Location: Maidstone
Package: GBP32,000
Industry: Insurance, Broking, Account Handler
Job Type: Permanent 

Summary

Administration of clients insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales. Provision of high level professional advice to clients.

Job Scope

The role will be office based but may require occasional travel for client visits, off-site training and other meetings as and when required.

Key Responsibilities

Assist in achieving Group/Division client retention targets by providing an excellent level of service.
Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
Undertake market exercise to establish most competitive terms available.
Obtain renewal terms and present to client.
Produce and issue professional summaries and reports using templates.
Issue renewal documentation in line with contract certainty.
Ensure premiums are collected prior to the commencement of cover and in line with procedures.
Prioritise and handle all work promptly and accurately.
Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
To be aware of, and to follow at all times, the firms policy on Treating Customers Fairly.
Record all relevant information, correspondence and documentation on Acturis or other broking system and make effective use of the diary system.
Produce accurate and professional documentation at all times using relevant templates.
Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
Actively cross-sell products from other Divisions.
Refer all queries that fall outside own experience, knowledge and authority to senior staff.
Liaise with and assist other departments as necessary.
Take minutes at team meetings and circulate.

Knowledge

Working knowledge of all the main classes of General Insurance and the CIIs Code of Ethics and GDPR.
Working knowledge of product range, policy wordings and service standards.
Responsibility for own personal development and for keeping own knowledge up to date by the use of e-learning, in-house courses, and studying for professional qualifications in order to gain the required CPD points.
Good level of risk awareness.

Experience & Professional Qualifications

Must have a minimum of 2 years experience in providing specialist advice in the insurance market.
Must be qualified to a minimum of Cert CII (or gain the qualification within 18 months of joining).

Skills

Good level of technical insurance skills, to be assessed by regular in-house testing.
Accuracy and attention to detail. Ability to process work quickly and efficiently.
Ability to prioritise work and meet deadlines.
Excellent client service skills.
Good negotiation and broking skills.
Excellent oral and written communication skills.
Ability to gather and analyse information from the client.
Ability to identify and respond appropriately to an individual clients level of understanding. Ability to persuade and influence others.

If you have the relevant experience or know someone that does please contact us now on 01992 445 710 or email us at admin@lawesgroup.co.uk 

To view all Current Vacancies or for more information on our Refer a Friend scheme, contact one of our consultants or visit our website www.lawesgroup.co.uk

Please Note: Due to the sheer volume of applications we receive, we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful.