Account Handler

2 months ago

Halifax, United Kingdom LNJ Recruitment Full time

Excellent Company Culture
- Immediate Start
- Flexible Locations Available

**Account Handler - Halifax**

**Key Responsibilities**
- Processing commercial renewals, ensuring all documents and correspondence are entered into the company system
- Providing administrative support to account executives as and when required, including obtaining new business quotations and arranging cover.
- Attaining cross-sell/up-sell on policies
- Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
- Inviting renewal of allocated client policies
- Ensuring all client records reflect the current risk on cover at all times, including accuracy of sums insured, perils, excesses, extensions and exclusions
- Processing mid-term adjustments and quarterly declarations
- Dealing with clients’ day-to-day enquiries on a daily basis, responding promptly and managing expectations
- Referring to relevant account executives, account handlers and directors over any technical queries
- 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
- Ensuring cover notes are issued where appropriate
- Liaising with the Claims department over claims queries/reports
- Creating all invoices and relevant credit notes for new business, renewals, mid-term adjustments etc, in line with company procedures
- Successfully manage workload and priorities, assessing when additional support may be required and requested from a manager or director
- Follow all company and FCA procedures and policies

**Requirements**:

- 4 Years’ experience working within the Insurance Industry.
- Excellent Customer Service Experience
- Passion to progress and grow within the industry.

Please contact Navia from LNJ Recruitment with any questions you may have.

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