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Property Insurance Account Specialist
3 months ago
Property Account Handler
Location: Warwickshire
Salary: £30,000-£35,000
Company Overview:
Stride Resource Management Ltd is a distinguished Insurance Brokerage seeking a skilled Property Account Handler to enhance our client services. This position is integral to delivering exceptional insurance solutions to both existing and prospective clients.
Key Responsibilities:
- Generate new business quotes upon request, offering pertinent advice and insights.
- Process instructions from new clients, ensuring timely coverage initiation, completion of necessary documentation, collection of premiums, and accurate record-keeping.
- Manage requests from current clients regarding modifications to existing policies, ensuring timely communication with insurers and updates to records.
- Collaborate with Account Executives to strategize on renewals and identify opportunities for cross-selling.
- Engage in negotiations with Underwriters to secure the best outcomes for clients.
- Facilitate the renewal process for existing clients, either with current insurers or by transitioning to new ones 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 in the company’s electronic filing system.
- Identify and pursue cross-selling opportunities in collaboration with specialized teams within the organization.
- Assist clients during the claims process, providing necessary support.
- Offer 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.
- Ability to perform effectively under pressure and manage multiple priorities.
- Strong organizational and time management capabilities.
- Team-oriented with a strong desire to achieve results.
- Proficient negotiation skills.
- Understanding of regulatory compliance and requirements.
- 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 represents a significant step forward in your career.
