Insurance Account Handler

4 weeks ago


Croydon, Greater London, United Kingdom MACTALENT LTD Full time

{"h1": "Account Handler - Commercial Lines", "p": "As a key support role to the business, you will provide expert and prompt advice to new and existing customers regarding their insurance needs. You will work closely with the General Insurance Manager to ensure the administration of client's insurance requirements is carried out efficiently and effectively.

Responsibilities include:", "ul": [{"li": "Present a professional image of self and MACTALENT LTD"}, {"li": "Deal with incoming enquiries from clients, insurers and other third parties in a professional and timely manner"}, {"li": "Work within agreed authority levels"}, {"li": "Review the demands and needs of customers and advise on the most appropriate insurances to meet their demands and needs"}, {"li": "Increase client base wherever possible"}, {"li": "Convert insurance needs to sales"}, {"li": "Cross sell insurance wherever possible"}, {"li": "Manage and process client new business, renewals, midterm adjustments and lapses in accordance with current procedures and FCA requirements"}, {"li": "Input accurate data onto the back office systems"}, {"li": "Liaise with Insurers and other third parties regarding the administration of client's insurance needs"}, {"li": "Assess, assimilate, analyse and present to insurers and underwriters to achieve risk acceptance at the most advantageous rate"}, {"li": "Prepare customer reports on both new and existing risks to support the commercial lines manager/supervisor"}, {"li": "Take responsibility for actioning and updating Diary System as directed and within defined time scale"}, {"li": "Attend training courses and events as directed by the company"}], "h2": "Key Relationships", "p": "External: Customers: As required in the course of the sale of insurance products.
Insurance Companies: As required in the course of the sale of insurance products.
Underwriters: As required in the course of the sale of insurance products.
Internal: General Insurance Manager: Work allocation, issue resolution, HR issues.
Senior Staff/ Management: Provide Information when requested.
Compliance Officer: Obtain technical advice.
", "h2": "Skills and Competencies", "p": "High level inter personal skills - ability to build successful, mutually beneficial business/client relationships.
Communication skills - able to communicate to people, with various levels of knowledge, over the telephone and in writing.
Ability to work under pressure and to deadlines.
Planning, organisational and time management skills.
Problem solving.
Computer literate and thorough understanding of company software.
", "h2": "Qualifications", "p": "O level / GCSE standard of education (or equivalent).
Ideally studying towards CII examinations.
", "h2": "Technical Experience", "p": "Ideally at least 2 years experience in commercial insurance in respect of scheme business.
"}



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