Account Manager

3 days ago


Maidstone, Kent, United Kingdom Stride Resource Management Ltd Full time
About the Role

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
  • Client Retention: Assist in achieving Group/Division client retention targets by providing an excellent level of service.
  • Account Management: Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary, and action meeting points (if applicable).
  • Market Research: Undertake market exercise to establish most competitive terms available.
  • Renewal Management: Obtain renewal terms and present to client.
  • Documentation: Issue renewal documentation in line with contract certainty.
  • Premium Collection: Ensure premiums are collected prior to the commencement of cover and in line with procedures.
  • Query Resolution: Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
  • Record Keeping: Record all relevant information, correspondence, and documentation on Acturis and make effective use of the diary system.
  • Documentation Production: Produce accurate and professional documentation at all times using relevant templates.
  • Adjustment Processing: Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
  • Inter-Branch Collaboration: Liaise with and assist other branches and Group Resources as necessary.
Requirements
  • Insurance Knowledge: Working knowledge of all the main classes of General Insurance and the CII's Code of Ethics and GDPR.
  • Experience: Must have a minimum of 2 years' experience dealing with SME or commercial clients.
  • Technical Skills: Good level of technical insurance skills, to be assessed by regular in-house testing.
  • Client Service Skills: Excellent client service skills.
  • Negotiation and Broking Skills: Good negotiation and broking skills.
  • Information Gathering: Ability to gather and analyse information from the client.
  • Client Understanding: Ability to identify and respond appropriately to an individual client's level of understanding.

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