Commercial Insurance Account Specialist

3 weeks ago

Milton Keynes, Milton Keynes, United Kingdom IDEX Consulting Ltd Full time £35,000 - £45,000
About the Role

Are you an experienced commercial insurance professional looking for a new challenge? We're seeking a talented individual to support our Account Executives in Milton Keynes. As an Account Handler, you'll be at the heart of our client interactions, ensuring smooth operations and top-notch service.

Key Responsibilities
Portfolio Management: Ensure the seamless day-to-day running of your assigned client portfolio.
Client Relations: Cultivate strong, professional relationships with clients and insurers.
Primary Contact: Act as the first point of contact for client and provider inquiries, resolving issues proactively.
Administration: Handle scheme administration, including invoicing, data management, and communication materials.
Report Preparation: Assist in preparing client reports as requested by Account Executives.
Documentation: Resolve discrepancies in provider documentation before client distribution.
Client Meetings: Attend client meetings with Account Executives as needed.
Record Maintenance: Keep client records updated in line with company systems.

What We're Looking For
Experience: Proven commercial insurance experience.
Communication: Excellent interpersonal and communication skills.
Initiative: A proactive attitude with the ability to use initiative effectively.
Organization: Strong organizational skills with attention to detail.
Teamwork: Ability to work under pressure and as part of a team.
Skills: Influencing, negotiation, and commercial awareness.
Learning Mindset: A willingness to learn and adapt.
Resilience: Ability to handle challenges and constructive criticism.

About IDEX Consulting Ltd
We're a leading consulting firm dedicated to providing top-notch services to our clients. Our team is passionate about delivering exceptional results and building long-lasting relationships.

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