Insurance Career Development Specialist

1 month ago


Watford, Hertfordshire, United Kingdom IDEX Consulting Full time

About SME Insurance

IDEX Consulting has a reputation for excellence and is committed to delivering exceptional customer service. Whether you're working within personal or commercial lines, this role offers an opportunity to develop your career within a large broker that invests in its people.

As an SME Insurance Account Handler, you will have the opportunity to work with a diverse range of clients, providing them with bespoke insurance solutions to meet their needs. In addition to a competitive salary, this role offers a comprehensive benefits package, ongoing training and development opportunities, and the chance to work with a supportive and friendly team of insurance professionals.

Key Responsibilities
  • Client Portfolio Management: Manage a portfolio of SME clients and develop strong relationships with them.
  • Insurance Needs Assessment: Identify and assess clients' insurance needs and recommend suitable insurance products and solutions.
  • Underwriting Liaison: Liaise with insurance underwriters and negotiate insurance terms and premiums on behalf of clients.
  • Policy Administration: Issue and administer insurance policies, including handling renewals, cancellations, and endorsements.
  • Client Communication: Respond to clients' queries, concerns, and claims promptly and professionally.
  • Policy Monitoring: Monitor clients' insurance requirements and recommend adjustments to their insurance policies as necessary.
  • Record Keeping: Maintain accurate and up-to-date records of clients' insurance policies, claims, and interactions.
  • Industry Knowledge: Keep up-to-date with changes in the insurance industry and regulatory requirements, and share knowledge with colleagues and clients.
  • Collaboration: Collaborate with colleagues in other departments, such as claims, risk management, and marketing, to provide a holistic service to clients.

This is a fantastic opportunity to take your career to the next level with a company that is committed to providing its employees with a challenging and rewarding working environment.

The estimated salary for this role is £45,000-£60,000 per annum, depending on experience.



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