Commercial Account Handler

2 weeks ago

Swindon, United Kingdom Reed Insurance Full time

**Are you looking for an opportunity that will provide career development, working for an organisation that genuinely invest in their team?**

**Are you looking to make that step up in your insurance career?**

**Then this is the role for you.**

Reed are proud to be representing a well-established & highly reputable insurance broker based in Swindon.

They are looking for an account handler to join their team.

Working together with experienced Account Executives, you will provide superb yet varied services to customers.

What is on offer is a competitive salary depending on experience, including an excellent benefits package.

**Your Role**:

- Create documents for new customers about their insurance requirements
- Obtain renewal terms for customers and research suitable alternatives to produce presentations; our account managers discuss these with customers during face to face meetings.
- Coordinate all renewal quotes for existing customers along with any mid-term adjustments to be considered. Ensure all customer details are recorded accurately and entered onto system in a timely fashion
- Manage insurer queries in relation to customer policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
- Secure delivery of policy documentation from insurers and check prior to approval and release by Account Executive
- Deal with account queries and credit control matters highlighting any concerns to account managers in a timely manner

About You:

- Holding or working towards one of the Chartered Insurance Institute Qualifications: Dip CII/ FIT is desirable as is being educated to GCSE standard or equivalent.
- Insurance administration experience desirable, gained within a commercial setting.
- Worked to targets within a regulated, measurable framework and achieved SLA’s Risk aware in handling customer information. Able to recognise potential risk and seek advice when required
- Evidence of rapport-building and experience in providing solid customer service focus with outstanding communication and social skills.
- Due diligence and process driven to deadlines, happy to forward plan, organise and analyse information. Highly accurate with a strong attention to detail, using initiative when assisting team members
- Fully proficient in MS office
- Eligible to work in the UK

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