Insurance Account Handler
17 hours ago
**OTE**: Up to £36,000.00
**Base Salary**:Up to £29,000.00 per annum, plus benefits (D.O.E.)
**Qualifications/Experience**:
- GCSE Maths & English at Grade C or above/Equivalent
- Insurance experience preferred be not required as full training will be provided
**BENEFITS**
~ Cashplan for healthcare treatment, free of charge
~ Income Protection Insurance Scheme
~ Death in Service Benefit (x2 times your annual salary)
~ A paid day off for your birthday
~ 25 days holiday (pro-rated) plus bank holidays
~ Support & funding for study towards your professional qualification
~ Charitable Donation through payroll
~ Cycle to work scheme
~ Social Committee - Fun events throughout the year and fundraising activities
~ Group Personal Pension Scheme
~ Favourable rates on your personal insurances when arranged through Lloyd & Whyte Ltd
~ Cash-back for Adviser Charging paid for all Financial Services products arranged through Lloyd & Whyte (Financial Services) Ltd _with the exception of mortgages and the Group Personal Pension_
**About You**
Are you an organised, detail orientated, confident individual looking for that next step within your career? Do you enjoy interacting with clients, communicating effectively and tailoring to their needs in order to exceed their service expectations. We may have the right role for you.
**About the role**
Our business is growing and as such, we are looking for a dedicated Account Handler to work alongside our existing client servicing team to help deliver market-leading advice, exceptional service standards, and value-led solutions for our clients.
This person will be responsible for processing vehicle adjustments, MID updates, liaising with clients and insurers on vehicle and fleet related queries, data input, processing and invoicing for new clients.
**About Us.**
Direct Insurance Corporate Risks are part of the Lloyd & Whyte Group a group of businesses which provides insurance and financial services to specialist markets. DICR specialise in providing Commercial Insurance solutions to a diverse range of businesses across the UK; ranging from single partner consultancies, to larger transport, recycling or manufacturing companies, exporting all over the world.
At Lloyd & Whyte our business is centred around five core values - Fun, Supportive, Professional, Partnerships and Ambitious. By ensuring that these values are at the heart of everything we do, we’re able to build a business that remains focused on delivering what we say we will to our clients, colleagues and business partners.
Key Responsibilities:
- Liaise with clients on a daily basis, answering incoming telephone enquiries and dealing with any necessary policy amendments on motor fleet policies as required, including the updating of the MID and discussing risks with insurers and client
- Negotiating terms / quotes with underwriters
- Chasing up clients for any additional information as and when required.
- Maintaining a diary system
- Account management including renewal chasers through to file closures.
- Maintain company records on their Back Office IT system.
- Issuing Invoices, broker certificates and policy documentation.
- Undertaking vehicle amendments and adjustments, including updating the Motor Insurance Database
- Ensuring that all documentation and processing meets the company’s compliance standards
- New business processing, finance set ups and documentation issue
**Job Types**: Full-time, Permanent
**Salary**: Up to £36,000.00 per year
**Benefits**:
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- On-site parking
- Sick pay
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- Billericay, CM12 9AH: reliably commute or plan to relocate before starting work (required)
**Experience**:
- Insurance: 2 years (required)
Licence/Certification:
- GCSE Maths & English at Grade C/Level 4 or above (required)
Work Location: Hybrid remote in Billericay, CM12 9AH
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