Account Handler

2 weeks ago


Norwich, Norfolk, United Kingdom One Broker Full time
We are looking for an experienced Account Handler to join our ambulance scheme team in Norwich.

Working Hours:
Full Time - working Monday to Friday 9am to 5pm (with one hour unpaid for lunch).

Initially working full time in the office, a blend of office and home working will be available in line with the company smart working Policy on completion of probation.


Key Responsibilities:

  • Work Planning
  • Demonstrate the ability to plan and organise effectively in order to meet deadlines. Successfully manage workload and priorities, assess when additional support may be required and request from a Manager or Director.
  • Ensuring all documents and correspondence are attached into the company system
  • Attain cross sell / upsell on policies
  • Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
  • Negotiating and inviting renewal of allocated client's policies
  • Ensuring all Client records reflect the current risk on cover at alltime including accuracy of sums insured, perils, excesses, extensions and exclusions.
  • Provide administration support for Account Executives as and when required in obtaining new business quotations and arranging cover.
  • Processing midterm adjustments and quarterly declarations.
  • Dealing with clients' day to day enquiries on a daily basis, responding promptly and managing expectations.
  • Referring to relevant Account Executive, Broking Technicians / Account handlers and Directors over any technical queries.
  • Providing support to team members to ensure client needs are met, particularly during peak periods or in times of holiday /absence.
  • Maintaining effective diary system
  • Ensuring cover notes are issued where appropriate
  • Create prerenewal register for clients review as requested
  • Liaising with Claims department over claims queries / reports
  • Creating all invoices and relevant credit notes for New Business, Renewals, Mid-Term Adjustments etc in line with the Broking Manual
  • Action meeting minutes from Account Executives, updating the system accordingly.

Additional Responsibilities

  • Ensuring a high level of customer service is achieved
  • Maintain work states, entering accurate information timely as required
  • Complete any reasonable request made of you by a Manager or Director

Requirements:

  • At least 2 years' insurance experience
  • To have completed core competencies within 6 months of joining and maintain up to date as required
  • Excellent communication and organisational skills
  • Good IT skills are essential

Job Types:
Full-time, Permanent

Schedule:

  • Monday to Friday

Experience:

  • Insurance: 2 years (preferred)

Licence/Certification:

  • Driving Licence (preferred)

Work Location:
Hybrid remote in Norwich

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