Account Handler
1 month ago
Account Handler Bury St Edmunds to £35,000
Leading Brokers based in Bury St Edmunds
Working within the Commercial department
- Administration of clients' insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.
- Provision of high level professional advice to clients
- Assist in achieving Group/Division client retention targets by providing an excellent level of service.
- Liaise effectively with the client to ensure an appropriate strategy for renewal.
- 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.
- To be aware of, and to follow at all times, the firm's policy on Treating Customers Fairly.
- Record all relevant information, correspondence and documentation
- 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 departments as necessary.
MW Appointments is acting as an Employment Agency in relation to this vacancy.
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