Insurance Account Manager

11 hours ago


Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (UK) Full time
Job Title: Account Handler

We are seeking a highly skilled and experienced Account Handler to join our Commercial Insurance team at NFP, an Aon company (UK). As an Account Handler, you will be responsible for the administration of client insurance requirements, including general enquiries, renewals, mid-term adjustments, obtaining quotations, and account procedures.

Key Responsibilities:
  • Provide an all-round brokering service to clients, dealing with new business requests, retaining existing clients, seeking cross-selling opportunities, and supporting clients with amendments to existing policies.
  • Offer a quality service to existing clients, covering all aspects of their insurance arrangements, including advising, reviewing, arranging, and securing the appropriate cover at a competitive premium.
  • Carry out instructions regarding the arrangement or amendment of insurance for clients, referring queries to the appropriate person when the enquiry falls outside your knowledge and experience.
  • Deal with telephone enquiries promptly, referring queries to the appropriate person when the enquiry falls outside your knowledge and experience.
  • Be aware of market developments in your business areas and bring them to the attention of clients and colleagues where appropriate.
  • Input new business, amendments, and renewals onto the computer system, maintaining accurate records.
  • Exercise judgement when reviewing proposals, either new or renewals, referring to a senior colleague or insurer when appropriate.
  • Ensure that the correct wording is enclosed within all insurance certificates, including any other wording such as exclusions, conditions, warranties in respect of self-issue policies.
  • Liaise with Insurers, other colleagues, and Claims Handlers when appropriate.
  • Work collaboratively within a team environment and offer referral at points of escalation.
  • Maintain a high degree of accuracy, efficiency, and professionalism at all times when dealing with all stakeholders.
Requirements:
  • Communication skills – able to communicate to people with various levels of knowledge face-to-face, over the telephone, and in writing.
  • Planning, organisational, and time management skills.
  • Computer literate and thorough understanding of Company software.
  • Report writing.
  • FCA rules and guidelines relating to Commercial and/or Private Customers.'
  • Willingness to continue to develop knowledge of insurance and related issues through formal and informal learning, both internal and externally.
Education and/or Experience:
  • Cert CII minimum, preferably DIP CII progressing to the ACII qualification.
  • At least 4+ years general insurance experience.
Key Information:

Salary: Competitive depending upon experience.

Hours: 35 hours Monday – Friday.

Location: Bromsgrove.

Benefits: 25 days holiday + bank holidays, Pension Scheme, etc.



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