Account Handler

**Job Title**: Account Handler

**Location**:Otley, Ipswich

**About The Client**: Our client is a reputable insurance provider specializing in tailored insurance solutions for the agricultural & commercial sector. Their commitment to providing local service that fully understand the unique needs of our clients sets them apart in the industry. We are seeking a dedicated and detail-oriented Account Handler to join their team in Otley, Suffolk, to support their growing agricultural & commercial clients with their insurance needs.

**Job Overview**:As an Account Handler you will be a key point of contact for clients, providing exceptional service and ensuring their insurance needs are met efficiently. You will support Account Executives by addressing client inquiries, and processing policy documentation, providing market knowledge and assist in guiding clients through the claims process. Your role is crucial in maintaining client satisfaction and ensuring the smooth operation of our insurance services.

**Key Responsibilities**:
**- Client Support**: Serve as the primary contact for client inquiries, providing prompt and professional assistance. Address questions regarding policies, coverage options, and claims processes.

**- Policy Administration**: Manage the administration of insurance policies, including processing new policies, renewals, endorsements, and cancellations. Ensure all documentation is accurate and compliant with company standards.

**- Quotations and Renewals**: Prepare and present insurance quotations and renewal terms to clients. Collaborate with underwriters to secure competitive and comprehensive coverage.

**- Claims Handling**: Assist clients with the claims process, ensuring timely and accurate submission of claims documentation. Liaise with claims handlers to facilitate efficient claims resolution.

**- Documentation Management**:Maintain organized and up-to-date records of client interactions, policy details, and communications. Ensure all client files are managed in accordance with company policies and data protection regulations.

**- Risk Assessment Support**:Assist Account Executives with risk assessments and site visits, gathering necessary information and preparing reports to support risk evaluation and policy recommendations.

**- Client Education**: Provide clients with information and guidance on insurance products, coverage options, and risk management practices. Help clients understand policy terms and conditions.

**- Team Collaboration**:Work closely with Account Executives, underwriters, and other team members to deliver a seamless and coordinated service to clients. Support the team in achieving business targets and objectives.

**- Market Awareness**: Stay informed about industry trends, market developments, and competitor offerings. Use this knowledge to enhance client service and recommend suitable insurance solutions.

**Qualifications**:
**- Experience**: Minimum of 3 years of experience in a role related to account handling or client service. Experience in the agricultural and/or commercial sectors is a strong advantage.

**- Education**:Professional qualifications such as Cert CII are desirable, but not essential.

**- Skills**: Excellent communication and interpersonal skills. Strong organizational and multitasking abilities. Proficient in using insurance management software and Microsoft Office Suite. **Experience in using the Acturis system is preferred, but not essential.**

**- Attributes**:Detail-oriented, proactive, and customer-focused. Ability to work independently and collaboratively within a team. Strong problem-solving skills and ability to handle challenging situations with professionalism.

**- Location**: Based in Otley, Suffolk, with occasional travel to client sites as needed.

**What We Offer**:

- Competitive salary and benefits package
- Company events
- Opportunities for professional development and career progression
- Supportive and inclusive work environment
- Comprehensive training and onboarding program

**Salary: £30,000 - £40,000 depending on experience**

**Job Types**: Full-time, Permanent

Pay: £30,000.00-£40,000.00 per year

**Benefits**:

- Company events
- Company pension

Schedule:

- Monday to Friday
- No weekends

Application question(s):

- Do you have experience with the Acturis system?

**Experience**:

- Account Handling: 3 years (required)
- Insurance: 3 years (required)

Work Location: In person