Accounts Handler

1 month ago

Southport, United Kingdom Lloyd & Co Insurance Services Full time

This is an exciting opportunity to join a successful fast growing business that is looking to continue its expansion with the Financial Services and Insurance industry.

You must be ambitious, career focused and looking to develop yourself within the insurance sector. Due to chartered status, insurance qualifications are preferred, however should you have a desire to study towards industry qualifications this will be considered.

Key Responsibilities will include:

- To develop Client and Insurer relationships to maximise business opportunities and achieve your Key Performance Indictors including income targets.
- To place Commercial Lines business within your authority limits and within the approved markets, referring unusual cases to an experienced colleague or Head Office.
- To undertake general broking activities including dealing with:

- Clients’ queries and correspondence.
- New Business, Renewals and Adjustments including reviewing the adequacy of the covers and suitability of the terms being offered. Ensuring clear communication of terms, conditions, warranties and pricing.
- Insurer surveys ensuring risk improvements are implemented and adhered to. Including communication with Clients if the basis of cover and /or terms is changed as a result of the survey.
- The effective management of your diary
- To adhere to agreed policies and procedures as detailed in the Compliance Handbook.
- To use all core Lloyd & Co systems e.g. Acturis ensuring they are regularly updated for effective Management Information and Reporting
- To liaise with Finance including Credit Control to ensure all queries are resolved quickly and efficiently.
- To attend Company and/or Branch meetings and events as required, including prescribed training. Also to achieve the minimum requirements for CPD through training provided in house or by identifying development areas during your Performance & Development Review meetings
- Experience working within Commercial General Insurance
- Minimum Cert CII (or equivalent experience)
- Positive Attitude
- Customer Focus
- Ambituous
- Quality Focus
- Commercial Awareness
- Communication

You may have experience of the following: Account Handler, Account Executive, Insurance Account Handler, Corporate Account Handler, Insurance Broker, Insurance Advisor, Account Management, Business Development, Business Development Executive, Account Management, CII, Chartered Insurance Institute, etc

**Benefits**:

- Bonus scheme

**Salary**: £25,000.00-£50,000.00 per year

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Southport, Merseyside: reliably commute or plan to relocate before starting work (preferred)

**Experience**:

- Insurance Sales Representatives: 1 year (required)

Work Location: One location

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