Account Handler

2 weeks ago


Telford, Telford and Wrekin, United Kingdom Anderson Scott Solutions Ltd Full time

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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