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Account Handler
2 months ago
We are seeking an experienced Account Handler to join our team at Stride Resource Management Ltd. As an Account Handler, you will play a crucial role in supporting the administration of clients' insurance requirements, including general enquiries, renewals, mid-term adjustments, obtaining quotations, and invoicing of premiums.
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 procedures.
- Handle all queries, whether written or verbal, in a professional manner and process effectively in line with service standards.
- Record all relevant information, correspondence, and documentation on Acturis and make effective use of the diary system.
- Produce accurate and professional documentation at all times using relevant templates.
- Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
- Liaise with and assist other branches and Group Resources as necessary.
- 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.
- 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.
