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Insurance Account Manager
2 months ago
Lawes Insurance Recruitment is seeking a skilled Commercial Account Handler to join their team. As a Commercial Account Handler, you will be responsible for servicing the insurance needs of existing customers, providing quality customer care, and ensuring that documents are obtained and dispatched promptly.
Key Responsibilities:- Provide exceptional service to existing clients and company partners, covering all aspects of their insurance arrangements.
- Deal with new business, midterm adjustments, and renewals in the relevant markets according to company terms and conditions.
- Carry out client/partner instructions regarding the arrangement or amendment of insurance for clients, referring the query to the appropriate person when the enquiry falls outside own knowledge and experience.
- Liaise effectively with insurers and the client/partner to ensure an appropriate strategy for renewal.
- Obtain renewal terms and present to client/partner.
- Issue renewal documentation in line with contract certainty.
- Ensure premiums are collected prior to the commencement of cover and in line with company procedures.
- 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 on Acturis and make effective use of the diary system.
- Produce accurate and professional documentation at all times using relevant company templates.
- Able to use own initiative.
- Continuous application of personal/professional development.
- Good understanding of Acturis desirable and strong, Word, Excel, and PowerPoint skills.
- 1+ years Commercial experience.
- Experience of excellent relationship management with clients.
If you have the relevant experience or know someone that does, please contact us now. To view all current vacancies or for more information on our Refer a Friend scheme, contact one of our consultants or visit our website. Please note: Due to the sheer volume of applications we receive, we will only contact successful applicants.
