Insurance Account Handler

3 weeks ago


United Kingdom EFCIS | ICBA UK | Full time

Company Description EFCIS | ICBA UK is a leading independent Trade Credit Insurance Broker who is committed to making a real difference to the Credit Insurance market, we are one of the largest independent UK Brokers with global reach in 75 countries via our ICBA network. We are looking for a self-motivated Individual to join the growing Bexley Team as a Mid-Market Trade Credit Insurance Broker based in Sidcup, London. This is a great opportunity to join our fast-growing team of people in Bexley and run the mid-market portion of the portfolio that has a wide range of clients based in the UK.

Minimum 2-3 years’ experience in a commercial role within Credit Insurance is required. Run and attend all client meetings as required face to face and online
Assist in internal projects to develop the EFCIS Brand

We are a firm believer in technical innovation, to help us guarantee exceptional client service and leading-edge solutions. Our growing success reflects our commitment to IT to help us drive our success into the future, this candidate must be IT minded and with training is competent to use our exclusive ARC System along with all Office products and several specific applications we use to enhance our service levels.

It is essential that the successful candidate is a strong communicator, organised and have an aptitude for relationship building and strong inter-personal skills
~Strong knowledge and experience in trade credit insurance and risk management
Identify and support development of business opportunities for additional sales of services and products
Competent and knowledgeable in training clients in policy compliance and IT systems
Self-Driven training supported by EFCIS in knowledge gaps as ‘a whole of market’ broker
Handle, process and pre-vet credit limit applications, ARC reports or any other necessary information required in servicing accounts. Knowledge of reading accounts is advantagous for this role.
Support the Customer Connect Team in preparing all required information necessary for setting up policies, submissions, renewals or maintaining policy records according to procedures and guidelines 
Assist in obtaining documentation and pre-vetting Claims 
Assist with internal reporting requirements in line with EFCIS / ICBA UK’s overall policies, standards, and systems
Experience & a good understanding of FCA compliance & the ability to work to regulatory processes



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