Commercial Account Handler
3 weeks ago
Commercial Account Handler
to take responsibility for delivery of customer satisfaction to agreed service standards and procedures, ensuring full FCA compliance in all aspects of insurance. As well as working to ensure accuracy, efficiency and professionalism when dealing with both client and insurer in all aspects of the role: Mid Term Adjustments, Broking, Renewals, Cross sales, Claims, Queries Premium financing arrangements
Overview of duties
Advising a bank of allocated clients on existing products in accordance with their needsnSales support including account brokingnLiaison with Account Executives in all aspects of account handlingnEnsure bad debt queries are dealt with efficiently and in line with company procedure.nEnsure all business activity fully complies with FCA regulation and company procedures as detailed in the Operations and Compliance manuals – use checklists and support documentation as provided by the company to assist with demonstrating compliance.nHandle any complaints in accordance with company procedures and regulatory requirements.nConduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required.nAchieve and maintain a high level of customer service and promote exceptional customer care standards at all times.nDevelop and maintain a professional working relationship with all clients and provide expert product advice and guidancenActively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost effective cover.
Person specification
Knowledge, skills and abilities:
Attention to detailnConfident communication and inter personal skillsnAbility to work under pressure, maintaining accuracy and attention to detailnBuilding strong relationships with e.g. clients, prospects, insurers etc
Education/ experience:
Working knowledge of most insurance productsnExperience of working as an Account Handler in a similar broking and sales environmentnExperience of working to high standards of FCA compliance
Key information:
Hours:
Monday - FridaynLocation:
Leicester, Hybrid
If this sounds like something you are interested in please apply, or contact Paige Hughes or Lucy Reed for further information.
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