Trainee Account Handler/account Handler
3 weeks ago
An exciting job opportunity for either an experienced Insurance Account Handler or a Trainee Account Handler to join a thriving leading Insurance Broker who is based in Guildford.
You will receive excellent training, career development, benefits, long-term prospects, and continued support and have the opportunity to work within a highly experienced, friendly, and thriving team.
Duties include
- Working in partnership with our Account Executives, to deliver the needs of your clients. First-class interpersonal skills, dedicated to customer happiness and aware of maximising opportunities are critical to your success.
- Build renewals documents, reports, balancing the mid-term adjustments and crafting new quotes for customers. A high attention to detail is essential when dealing with this much information.
- Ensure client details are recorded accurately and entered onto Acturis quickly; this allows you to keep all client records accurate for audit purposes.
- Provide cover by renewal date to meet your client needs. Being organised, efficient and dedicated to your clients means you handle all of this on their behalf.
- Assist your clients with queries daily, confirm cover with the insurers, process policies and chase up outstanding documentation when required.
- Manage all account queries and credit control matters, highlighting any concerns to account managers on time.
- Prepare underwriting information for presentations to insurers. Design and deliver presentations as required
- Follow up on new and existing renewal business quotations
Experience required
- Educated to A level or equivalent
- Excellent communication and IT skills
- Keen to learn, and the ability to think on your feet and work in a fast-paced environment
- Willing to work towards the Cert CII qualification
Benefits include
- A competitive salary (DOE)
- Training towards Cert CII, Dip CII, and ACII
- 25 days holiday + the opportunity to buy/sell an additional 5 days
- Salary increases with years of service
- Flexible benefits for you to tailor around your needs - (including gym membership, season ticket allowance, etc.)
- Death in service (x4 salary)
- Hybrid working flexibility after the training/induction period
- Excellent training and career development
- Offices close to Guildford train station
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