Account Handler

3 months ago

Norwich, United Kingdom One Broker Full time

We are looking for an experienced Account Handler to join our ambulance scheme team in Norwich.

**Working Hours**: Full Time - working Monday to Friday 9am to 5pm (with one hour unpaid for lunch). Initially working full time in the office, a blend of office and home working will be available in line with the company smart working Policy on completion of probation.

**Key Responsibilities**:

- Work Planning - Demonstrate the ability to plan and organise effectively in order to meet deadlines. Successfully manage workload and priorities, assess when additional support may be required and request from a Manager or Director.
- Ensuring all documents and correspondence are attached into the company system
- Attain cross sell / up-sell on policies
- Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
- Negotiating and inviting renewal of allocated client’s policies
- Ensuring all Client records reflect the current risk on cover at all-time including accuracy of sums insured, perils, excesses, extensions and exclusions.
- Provide administration support for Account Executives as and when required in obtaining new business quotations and arranging cover.
- 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 Executive, Broking Technicians / 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 effective diary system
- Ensuring cover notes are issued where appropriate
- Create pre-renewal register for clients review as requested
- Liaising with Claims department over claims queries / reports
- Creating all invoices and relevant credit notes for New Business, Renewals, Mid-Term Adjustments etc in line with the Broking Manual
- Action meeting minutes from Account Executives, updating the system accordingly.

**Additional Responsibilities**
- Ensuring a high level of customer service is achieved
- Maintain work states, entering accurate information timely as required
- Complete any reasonable request made of you by a Manager or Director

**Requirements**:

- At least 2 years’ insurance experience
- To have completed core competencies within 6 months of joining and maintain up to date as required
- Excellent communication and organisational skills
- Good IT skills are essential

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

Schedule:

- Monday to Friday

**Experience**:

- Insurance: 2 years (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: Hybrid remote in Norwich

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