Insurance Account Manager
3 weeks ago
We are seeking an experienced Account Handler to join our corporate team in Norwich. As an Account Handler, you will play a crucial role in ensuring the smooth operation of our clients' insurance policies.
Key Responsibilities:- Work planning: demonstrating the ability to plan and organize effectively to meet deadlines, successfully managing workload and priorities, assessing when additional support may be required and requested from a Manager or Director.
- Ensuring all documents and correspondence are attached into the company system.
- Attaining cross-sell / up-sell on policies.
- Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers.
- Negotiating and inviting the renewal of allocated clients' policies.
- Ensuring all client records reflect the current risk on cover at all times, including accuracy of sums insured, perils, excesses, extensions, and exclusions.
- Providing administrative support for Account Executives as and when required when obtaining new business quotations and arranging cover.
- Processing mid-term adjustments and quarterly declarations.
- Dealing with clients' day-to-day enquiries, responding promptly and managing expectations.
- Referring to relevant Account Executives, Broking Technicians / Account handlers, and Directors for any technical queries.
- Providing support to team members to ensure client needs are met, particularly during peak periods or in times of holiday/absence.
- Maintaining an effective diary system.
- Ensuring cover notes are issued where appropriate.
- Creating a pre-renewal register for clients' review as requested.
- Liaising with the Claims team for claims queries/reports.
- Creating all invoices and relevant credit notes for new business, renewals, mid-term adjustments, etc. in line with the Broking Manual.
- Actioning meeting minutes from Account Executives and updating the system accordingly.
- If requested, obtaining claims experience, renewal information, and gaining and presenting terms to Account Executives or clients as agreed.
- Business awareness: demonstrating an understanding of how your department operates together with the aims and objectives of the company.
- Assisting in the training of new employees.
- Completion of any reasonable request made of you by a Manager or Director.
Requirements:
- At least 2 years' experience working within Commercial Insurance.
- Working knowledge of Acturis would be useful but not essential.
- Good IT skills are essential.
- Ideally, the successful candidate will hold the Cert CII qualification or be working towards it.
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