Account Handler
6 months ago
**Main Purpose**
As part of a dedicated team, the Account Handler will provide an excellent and efficient support service.
**Key Accountabilities**
- Ensure that all necessary information on the insurance software system is accurate and up to date, making make any changes as required.
- Ensure that the relevant Account Executive is aware of potential new business.
- Regular communication with brokers/clients.
**Key Duties**
- Providing administrative support to account executives.
- Checking documentation for accuracy and forwarding to Underwriting.
- Dealing with clients’ day-to-day enquiries, responding promptly and managing expectations.
- Referring to relevant account executives, underwriters, and directors over any technical queries.
- Communicating regularly with brokers/clients to ensure efficient service provided.
- Providing support to team members to ensure client needs are met, particularly during peak periods or in times of holiday/absence.
- Maintaining an effective diary system.
- Liaising with the Claims department over claims queries/reports.
- Successfully manage workload and priorities.
- Follow all company and FCA procedures and policies.
**Knowledge, Skills & Experience**
- 5 GCSE’s grade C or above (including English and Maths) or equivalent NVQ.
- Customer service experience.
- Experience in the insurance industry is desirable.
- Ability to work with confidential and sensitive data.
- Strong customer focus.
- Excellent IT skills.
- Able to work as part of a small team.
- Resilience and adaptability.
**Additional Information**
As part of the ICW Group everyone is:
- expected to behave and act in a way which promotes and contributes to the overall aims, values and ethos of the Company.
- required to participate in regular training and other learning activities, including 1-1s and appraisals as required by the Company’s policies and procedures.
- required to participate in any relevant current and new legislative and regulatory activities as may occur.
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