Account Handler
2 weeks ago
Account Handler
Telford
£19,305 per annum
Handle a portfolio of smaller and medium sized insurances/clients. Administering clients accounts. Collating information and preparing reports.
To provide a quality service to clients covering all aspects of their insurance arrangements; to advise, arrangeand secure the appropriate cover at a competitive premium.
Principle Objectives
- Take instructions relating to the provision of insurance cover from clients.
- Give instructions to insurance providers.
- Check policy documents, (including endorsements) for accuracy prior to receipt by clients.
- Ensure that company procedures and systems are followed and reviewed.
- Handle the invoicing of premiums due throughout the life of policy.
- Ensure that files are diaried on the firms system
- Manage files as per company policies and procedures.
- To maintain effective credit control in respect of allocated clients
- Processing correspondence, invoicing, quotations, midterm adjustments and computer input. Obtaining quotations and arranging cover. Verifying documentation and endorsements.
- Preparation of renewal reports and new business quotations
Competences
Maintains own competence and compliant status
Analyses and assesses clients needs
Presents recommendations to customers relating to their insurance needs
Plans and organises own work
Provides an excellent service to clients
Manages own time
Skills Required:
Highly developed communication skills, both verbal and written, that are effective and meet business needs.
Confident and effective telephone skills.
The ability to prioritise and organise own workload
The ability to work supportively and jointly with colleagues
Ability to work under pressure and to deadlines when required
Ability to work without supervision
IT skills
MS Word, MS Outlook, MS Excel, Accurate data input skills
Own company designed system
Job Types:
Full-time, Permanent
Salary:
Up to £19,500.00 per year
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