Account Specialist

4 days ago


Croydon, Greater London, United Kingdom Advancing People Full time

Job Summary:

We are seeking an experienced Account Handler to join our team at Advancing People. As an Account Handler, you will be responsible for servicing existing clients and identifying new business opportunities within our specialist insurance division.

Key Responsibilities:

  • Client Communication: Deal with incoming enquiries from clients, insurers, and other third parties in a professional and timely manner.
  • Authority Levels: Work within agreed authority levels to ensure efficient and effective decision-making.
  • Insurance Needs: Review the demands and needs of customers and advise on the most appropriate insurances to meet their demands and needs.
  • Client Growth: Increase client base wherever possible by identifying new business opportunities and converting insurance needs to sales.
  • Insurance Administration: Lead and process client new business, renewals, midterm adjustments, and lapses in accordance with current procedures and FCA requirements.
  • Data Management: Input accurate data onto the back-office systems to ensure seamless client management.
  • Third-Party Liaison: Liaise with Insurers and other third parties regarding the administration of client's insurance needs.
  • Risk Assessment: Assess, assimilate, analyse, and present to insurers and underwriters to achieve risk acceptance at the most advantageous rate.

Requirements:

  • Commercial insurance experience
  • Ability to work within a specialist insurance division
  • Strong communication and interpersonal skills
  • Ability to work within agreed authority levels
  • Knowledge of FCA requirements


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