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Commercial Accounts Handler
3 months ago
Reports to :
Corporate Team Leader
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 upon completion of probation.
Key Responsibilities:
Work planning:
demonstrating the ability to plan and organise effectively in order to meet deadlines, successfully managing workload and priorities, assessing when additional support may be required and requested from a Manager or Director
Ensuring all documents and correspondence are attached into the company system
Attaining cross-sell / up-sell on policies
Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
Negotiating and inviting the renewal of allocated clients' policies
Ensuring all client records reflect the current risk on cover at all-times, including accuracy of sums insured, perils, excesses, extensions and exclusions
Provide administrative support for Account Executives as and when required when obtaining new business quotations and arranging cover
Processing mid-term adjustments and quarterly declarations
Dealing with clients' day-to-day enquiries, responding promptly and managing expectations
Referring to relevant Account Executives, Broking Technicians / Account handlers and Directors for 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 an effective diary systemEnsuring cover notes are issued where appropriate
Creating a pre-renewal register for clients' review as requested
Liaising with the Claims team for claims queries / reports
Creating all invoices and relevant credit notes for new business, renewals, mid-term adjustments, etc. in line with the Broking Manual
Actioning meeting minutes from Account Executives and updating the system accordingly
Additional Responsibilities
If requested, obtaining claims experience, renewal information, and gaining and presenting terms to Account Executives or clients as agreed
Business awareness:
demonstrating an understanding of how your department operates together with the aims and objectives of the company
Assisting in the training of new employees
Completion of any reasonable request made of you by a Manager or Director
Requirements
At least 2 years' experience working within Commercial Insurance
Working knowledge of Acturis would be useful but not essential
Good IT skills are essential
Ideally, the successful candidate will hold the Cert CII qualification or be working towards it. #J-18808-Ljbffr
