Insurance Account Handler

HRGO are recruiting an Insurance Account Handler working in the Commercial department, to join a successful company in Dover. This is Hybrid role, 3 days in office, 2 days at home.

Duties Include:
Administration of client's insurance requirements on a daily basis.

Provision of high-level professional advice to clients

Experience & Professional Qualifications

Must have a minimum of a 3 year's experience in providing specialist advice in the insurance market.

Must be qualified to a minimum of Cert CII (or gain the qualification within 18 months of joining).

Key Responsibilities

Assist in achieving Group/Division client retention targets by providing an excellent level of service.

Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).

Undertake market exercise to establish most competitive terms available.

Obtain renewal terms and present to client.

Produce and issue professional summaries and reports.

Issue renewal documentation in line with contract certainty.

Ensure premiums are collected prior to the commencement of cover.

Prioritise and handle all work promptly and accurately.

Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.

Record all relevant information, correspondence and documentation on the system.

Produce accurate and professional documentation at all times.

Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.

Actively cross-sell products from other Divisions.

Refer all queries that fall outside own experience, knowledge and authority to senior staff.

Liaise with and assist other branches and Group Resources as necessary.

Knowledge & Skills

Working knowledge of all the main classes of General Insurance and the CII's Code of Ethics and GDPR.

Good level of technical insurance skills, to be assessed by regular in-house testing.

Accuracy and attention to detail.

Ability to process work quickly and efficiently.

Ability to prioritise work and meet deadlines.

Excellent client service skills.

Good negotiation and broking skills

Excellent oral and written communication skills.

Ability to gather and analyse information from the client.

Ability to identify and respond appropriately to an individual client's level of understanding.

Ability to persuade and influence others.

Hours are Monday - Friday 9am - 5.30pm