Commercial Account Handler

2 months ago

Birmingham, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
***

Birmingham
£35000 - £45000 26/02/2024
NJR14449

DESCRIPTION

Are you a skilled Commercial Insurance Account Handler looking for a chance to join a multinational Insurance Broker in the Birmingham Area?
If so, we are offering a brand-new opportunity for a Commercial Account Handler to join a fast paced and thriving work environment.

The role involves generating insurance quotes for a variety of commercial clients, communicating via phone, in person, or in writing. You will also focus on mentoring less experienced colleagues, sharing your expertise to achieve higher standards, whilst ultimately putting the customer first at all times.
Managing renewal invitations and confirmations. Additionally, provide a quality service, acquire optimal retention numbers and push for growth where appropriate.

Your Role:
\"Obtain renewal terms for customers, always ensure you\'ve explored other options before providing the best available solution. Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date.
\"Deal with Insurer and customer queries about their policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
\"Deal with account queries and credit control matters highlighting any concerns to account managers.
\"Create documents for new customers, along with any mid-term adjustments and renewals information too. Ensure all customer details are recorded accurately and entered onto system in a timely fashion.
\"Provide options for renewing existing clients\' policies with their current insurer or transitioning to a new insurer as needed. Complete necessary paperwork, collect premiums, and update relevant records and diary entries in each case.
\"Conduct thorough reviews of all client documentation before sending, addressing any queries, and making necessary amendments.

Skills Experience & Qualifications

\"Currently holding or working towards one of the Chartered Insurance Institute Qualifications, Dip CII or FIT would be an advantage. Educated to GCSE standard or equivalent, with an intermediate knowledge of general insurance, London Market, Lloyd\'s and Industry products, services.
\"Previous experience in the insurance industry is essential, as is having worked to targets within a regulated, measurable framework and achieved SLAs.
\"Risk aware in handling customer information, 100% customer centric, always focussed on the best possible outcome for our customers.
\"Due diligence and process driven to deadlines, task focused, results oriented and takes initiative when assisting team members
\"Outstanding communication and interpersonal skills, confident when building and maintaining rapport, strong planning and analytical skills with high accuracy and attention to detail.

Apply:
For further information please contact one of our specialist consultants on 0161 834 4747 and quote job reference NJR00322

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