Insurance Account Handler

7 days ago


Birmingham, Birmingham, United Kingdom Howden Insurance Brokers Ltd Full time
Job Description

Howden Insurance Brokers Ltd is seeking a highly skilled and experienced Account Handler to join their team. As an Account Handler, you will be responsible for providing exceptional customer service to commercial clients, ensuring their insurance needs are met and exceeded.

Key Responsibilities:
  • Assist in achieving 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 exercises to establish the most competitive terms available.
  • Obtain renewal terms and present to clients.
  • Issue renewal documentation in line with contract certainty.
  • Ensure premiums are collected prior to the commencement of cover and in line with Howden procedures.
  • Record all relevant information, correspondence, and documentation on Acturis and make effective use of the diary system.
  • Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premiums.
  • Actively cross-sell products from other divisions.
Requirements:
  • Working knowledge of all the main classes of General Insurance and the CII's Code of Ethics and GDPR.
  • Minimum of 2 years' experience dealing with SME or commercial clients.
  • 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 prioritize work and meet deadlines.
  • Excellent client service skills.
  • Good negotiation and broking skills.
  • Ability to gather and analyze information from clients.
  • Ability to identify and respond appropriately to an individual client's level of understanding.
Qualifications:
  • GCSEs A-C in Maths & English.
  • Cert CII (desirable).
  • Acturis (desirable).


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