Corporate Account Handler

1 month ago

Chelmsford, United Kingdom Insure Recruitment Full time

Be a part of our client success story We are delighted to be working with a top global insurance broker who offers a range of services to commercial, corporate and multinational size clients. Joining a team of 11 staff you will work with a leading teamwho offers first-class customer service and excellent client retention.

You will account handle a book of 150-200 existing clients, which generate an income level of £400,000. The main aim of your role is to acquire optimum account retention and growth, via the account management, broking, and technical support that you provide.

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

**Duties include**:

- 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 the 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

**Your Skills, Experience and Qualifications**:

- Previous experience gained working as a Commercial Account Handling, Underwriter or Claims environment dealing with larger and more complex clients would be desirable
- Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert/Dip CII/ ACII is desirable as is being educated to GCSE standard or equivalent
- 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
- Experience of using Acturis
- Fully proficient in MS office
- Eligible to work in the UK

Benefits include
- Exceptional salary DOE
- Company performance bonus
- 25 days holiday with the option to buy/sell an additional 5 days
- Incur holiday with years of service
- Competitive pension contribution
- X4 life insurance
- Flexi benefits
- Parking
- Close to the train station
- Career development and prospects
- Training to ACII level
- Hybrid working flexibility

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