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Insurance Account Handler

3 months ago

Hall Green, United Kingdom THE RECRUITMENT DUO Full time

Role: Insurance Account Handler

Location: South Birmingham B27, hybrid working

**Salary**: £23-28000 dependent on experience

Hours: Monday to Friday 9am until 5pm with 1 hour lunch

Benefits: 25 days holiday plus bank holidays, death in service x4 salary, employee assistance programme, healthcare cash plan, bonus, Aviva pension, free parking

We are working exclusively with a successful and growing Chartered Insurance Broker who are seeking to recruit experienced Insurance Account Handler to join their POPL team. You will be responsible for the administration of clients’ insurance requirements.Handling general enquiries renewals, midterm adjustments, obtaining quotations and accounting procedures whilst working in adherence to regulatory and compliance requirements always. This is a full-time office role offering a competitive salary and benefitsand a chance to work with talented colleagues, offering support in longer-term progression.

Role and responsibilities:

- As an Insurance Account Handler you will be responsible for all aspects of administration relating to insurance requirements
- Handling daily general enquiries, renewals, midterm adjustments, obtaining quotations and accounting procedures.
- Responsible for arranging and securing appropriate cover for new business and renewals including recognising, and highlighting cross-sell opportunities or uninsured areas
- Responsible for assigned renewals, MTAs, and quotations in accordance with the company renewal process and placement strategy
- Understanding clients and providing prompt advice to new and existing clients regarding their risk exposures and insurance needs
- Accurately maintain all records on relevant systems for audit, compliance, and workflow purposes
- Manage Aged Debtors within the agreed service standards, escalating to key stakeholders where applicable, ensuring the client has the most appropriate method of premium finance available to them
- Deal with claims according to our procedures as they arise and refer to our in-house claims team where specialist knowledge is required

Skills and experience required:

- Proven and demonstrable experience in a similar Insurance role with experience of Property Owners and Personal Lines products
- Strong level of understanding of the Financial Services industry
- Certificate in Insurance or similar advantageous
- Confident personality with outstanding communication skills
- Excellent attention to detail skills
- Positive attitude towards work with a "can do" ethos
- Strong influencing, sales and account management skills
- Experience using Acturis system advantageous
- Ambitious and willing to grow within an expanding organisation

**Benefits**:

- 25 days holiday plus bank holiday
- Death in service x4 salary
- Employee assistance programme
- Healthcare cash plan
- Access to annual company bonus
- Aviva company pension scheme
- Childcare vouchers
- Free onsite parking