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Senior Commercial Account Handler/Team Leader
2 weeks ago
Our client, a well-established company on the outskirts of Basildon is looking for an experienced Senior Commercial Account Handler/Team Leader to join their team on a permanent basis.
As the Senior Commercial Account Handler/Team Leader you will be responsible for defining an efficient and proactive process which will be implements across all our clients commercial and corporate clients. You will understand the business risks and provide day to day servicing and administration of Client accounts in a timely, technically accurate and cost-effective manner, in accordance with Company procedures whilst maintaining and achieving growth in income from existing clients and seeking new business for the Company in line with Company targets.
Your duties will include: -
- Providing high quality advice and service to clients and giving instructions to insurance providers
- Checking policy documents (including endorsements) prior to receipt by clients
- Handling the invoicing of premiums due and maintaining credit control of allocated clients
- Processing correspondence, renewal, pre-renewal activity, quotations and data input
- To maintain and grow existing client accounts by cross / up-selling, using extensive product knowledge.
- To identify and follow a new business opportunity through to sale or to forward to an appropriate member of staff if outside of authority level or product area.
- Ensuring that any customer complaints are identified and handled strictly within the Company's complaints procedure.
- At different times, you may be required to work as either part of a team or independently using your own initiative. On many occasions, you will be expected to competently handle tasks assigned to you. On other occasions, you will be part of a task that involves the wider team.
- Any other duties as the Company may require.
Knowledge and Skills Required:
- Knowledge and experience in handling products appropriate for the following classes of business: Corporate and Commercial Clients
- Extensive product knowledge to enable cross / up-selling to existing customers.
- Ability to identify new business opportunities and progress to a sale or forward to appropriate member of staff to handle.
- Excellent written and verbal communication skills
- Polite telephone manner
- Confident with all relevant MS office packages, Acturis system
- Excellent organisational skills
- High attention to detail
- Ability to work independently and as part of a team
This is an office-based role working Monday to Friday, 9.00am to 5.00pm.
If you feel you have the skills and attributes for this role then please apply on line today.
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