Commercial Account Handler

3 weeks ago

Brockenhurst, United Kingdom Team Jobs- Commercial Full time

Are you an experienced Insurance Account Handler looking for your next career opportunity? Or an Insurance Account Manager searching for a fresh and exciting environment?

We are looking for someone who has a keen attention to detail, who is confident and personable on the phone and ideally someone with a minimum of Personal Lines Insurance Experience.

Full time - Permanent
Monday to Friday
Hampshire
£23k - £27k DOEResponsibilities:

Support Commercial Account Exec & Account Manager in respect of the monthly renewal process.
Review and advise upon customers general and business insurance requirements.
Help Commercial Account Exec & Account Manager to prospect new business opportunities but following up quotations following renewal reviews to ensure three touch points carried out.
Acquire and maintain knowledge of our clients General Insurance products, as applicable to product licences.
Act as Life Introducer to obtain appointments for Life Qualifier and meet Agency target.
Develop and sustain effective working relationships with customers, all members of Agency staff.
Implement customer money collection and processing procedures to maintain Agency credit control.
Maintain record keeping requirements for your role.
Monitor and arrange meetings in Commercial Account Exec & Account Manager's diary as necessary.
Produce correspondence to required timeframes and quality standards.
Perform other duties as assigned by Commercial Account Exec & Account ManagerWhat we require from you:

Personal Lines Insurance Experience.
Be able to communicate effectively, both written and verbal. This may include writing to customers such as post call letters.
Be able to problem solve, use own initiative and judgement.
Demonstrate attributes of honesty, integrity, due skill, care, and diligence.
Possess good IT skills to use Word documents and specific Mutual systems for example, iFaces, iAchieve and TRACE.
Customer service skills.
Have basic knowledge of insurance

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