Property Insurance Account Specialist

4 weeks ago


Alcester, Warwickshire, United Kingdom Stride Resource Management Ltd Full time

Property Account Handler

Location: Warwickshire

Salary: £30,000-£35,000

Company Overview:

Stride Resource Management Ltd is a prestigious Insurance Brokerage seeking a skilled Property Account Handler to enhance our client services. This position involves delivering a thorough insurance solution to both current and prospective clients.

Key Responsibilities:

  • Generate new business quotes upon request, providing essential advice and information.
  • Process instructions from new clients, ensuring timely coverage initiation, completion of necessary documentation, collection of premiums, and proper record-keeping.
  • Manage requests from existing clients regarding modifications to their current policies, ensuring insurers are informed and records are updated accordingly.
  • Collaborate with Account Executives to strategize on renewals and identify opportunities for cross-selling.
  • Negotiate with Underwriters to secure the best outcomes for clients.
  • Facilitate policy renewals for existing clients, either with their current insurer or by transitioning to a new one as needed.
  • Thoroughly review all client documentation prior to dispatch, addressing any queries and making necessary amendments.
  • Maintain an organized diary system to ensure timely follow-ups on all tasks.
  • Keep client records current within the company’s electronic filing system.
  • Identify and pursue cross-selling opportunities, collaborating with specialized departments within the organization.
  • Assist clients during the claims process.
  • Provide risk management guidance and information in line with insurer requirements.
  • Support the Accounts department as needed, particularly in credit control matters.
  • Accompany Account Executives on client visits when necessary.

Candidate Profile:

  • At least 2 years of experience in insurance broking.
  • Familiarity with Property and Package Policies.
  • Exceptional interpersonal and communication skills.
  • Able to work effectively under pressure and manage multiple priorities.
  • Strong organizational and time management abilities.
  • A collaborative team player with a commitment to achieving results.
  • Proficient negotiation skills.
  • Compliance-oriented with a solid understanding of regulatory standards.
  • Proficient in IT, including client management systems and Microsoft Office.
  • Preferably qualified to Cert CII level or willing to pursue this qualification with company support.

This opportunity is ideal for those looking to advance their career in insurance brokerage.



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