Commercial Insurance Account Manager
4 weeks ago
Role Overview
We are seeking an experienced Insurance Account Manager to join our team at Insure Recruitment. As a seasoned insurance professional, you will be responsible for servicing a robust SME book of existing clients, covering a broad range of commercial classes of insurance.
In this role, you will have the opportunity to elevate your insurance career, working with clients in the public sector. We will consider candidates with either personal lines or commercial insurance experience, as commercial product training will be provided.
Key Responsibilities
- Creating documents for new customers detailing their insurance requirements.
- Obtaining renewal terms for customers, researching suitable alternatives, and preparing presentations for Account Managers to discuss in face-to-face meetings.
- Coordinating all renewal quotes for existing customers and handling any mid-term adjustments.
- Managing insurer queries related to customer policies, confirming coverage, processing policies, and ensuring all necessary documentation is completed.
- Securing and verifying policy documentation from insurers before approval and release by the Account Executive.
- Addressing account queries and credit control issues, promptly reporting any concerns to Account Managers.
Requirements
- Hold or be working towards one of the Chartered Insurance Institute Qualifications: Dip CII/FIT is preferred.
- Experience with Acturis (advantageous).
- Have insurance administration experience, either commercial insurance or personal lines insurance (required).
- Be aware of risks when handling customer information and seek advice when necessary.
- Be diligent, process-driven, and deadline-oriented, with strong organisational and analytical skills.
- Have a keen eye for detail and take initiative in assisting team members.
What We Offer
- A highly competitive salary.
- Excellent benefits, including a pension contribution scheme, opportunity to grow to handle mid-market to corporate clients, 25 days of annual leave, and a variety of flexible benefits to choose from.
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