SME Account Handler
2 days ago
About the Role:
We are seeking an experienced Account Handler to join our SME Financial lines team at Howden Group Holdings. As an Account Handler, you will play a crucial role in supporting our team in the administration of clients' insurance requirements, including general enquiries, renewals, mid-term adjustments, obtaining quotations, and invoicing of premiums.
Key Responsibilities:
- Assist in achieving Group/Division client retention targets by providing an excellent level of service.
- Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary, and action meeting points (if applicable).
- Undertake market exercises to establish the most competitive terms available.
- Obtain renewal terms and present to clients.
- Issue renewal documentation in line with contract certainty.
- Ensure premiums are collected prior to the commencement of cover and in line with Howden procedures.
- Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
- Record all relevant information, correspondence, and documentation on Acturis and make effective use of the diary system.
- Produce accurate and professional documentation at all times using relevant Howden templates.
- Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
- Actively cross-sell products from other Divisions.
- Liaise with and assist other branches and Group Resources as necessary.
Requirements:
- Working knowledge of all the main classes of General Insurance and the CII's Code of Ethics and GDPR.
- Must have a minimum of 2 years' experience dealing with SME or commercial clients.
What We Offer:
At Howden Group Holdings, we consider our people our chief competitive advantage and treat colleagues, candidates, clients, and business partners with equality, fairness, and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.
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