Account Handler

Davies Resourcing are delighted to be working with this leading Uk independent Insurance Broker, who due to business growth within the Private Client area are looking to add an experienced Account handler to their current team.
Duties and responsibilities will be that of handling the Administration of clients’ insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.
To be considered it will be a requirement to possess the following:

- Must have a minimum of 2 years’ experience in providing specialist advice in the insurance market particularly within Personal Lines, with a strong bias towards Household Insurance Covers
- Must be qualified to a minimum of Cert CII (or gain the qualification within 18 months of joining).
Key Responsibilities
- Assist in achieving Group/Division client retention targets by providing an excellent level of service.
- Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
- Undertake market exercise to establish most competitive terms available.
- Obtain renewal terms and present to client.
- Produce and issue professional summaries and reports using templates.
- Issue renewal documentation in line with contract certainty.
- Ensure premiums are collected prior to the commencement of cover and in line with procedures.
- Prioritise and handle all work promptly and accurately.
- Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
- Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.
- Produce accurate and professional documentation at all times using relevant templates.
- Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
- Actively cross-sell products from other Divisions.
- Refer all queries that fall outside own experience, knowledge and authority to senior staff.
- Liaise with and assist other branches and Group Resources as necessary.
This role offers a great career path for a proven Personal Lines Broker keen to develop their skills and experience further within the Private Client area of Insurance.