Account Manager
3 weeks ago
Key Responsibilities of the Insurance Account Manager:
Managing existing client accounts and dealing with new enquiriesLiaising with clients on the phone throughout the processResearch and provide new quotations for various financial productsReaching out to clients when their policies are due to see if they wish to renewProcessing renewals adhering to Treating Customers Fairly company policyProvide former and prospective clients with quotations at next renewalCollecting and arranging payment where required under finance schemesDiary management
Person Specification for the Insurance Account Manager:
Experience of providing quotes direct to customers on insurance policies gained either from an insurance company, broker or financial institution such as banks or a building societyKnowledge of FCA protocols, Data Protection and GDPRStrong customer service skillsProficient in MS Office
This Insurance Account Manager position is a great job opportunity to join a small and friendly team within this professional financial services company where treating customers fairly is of utmost importance
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Management Accountant
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Management Accountant in Practice
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Account Manager
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Accounts & Finance Assistant
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Household Account Handler
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Accounts & Audit Senior
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