Account Handler

2 days ago


Maidstone, Kent, United Kingdom Stride Resource Management Ltd Full time
About the Role

We are seeking an experienced Account Handler to join our team at Stride Resource Management Ltd. As an Account Handler, you will play a crucial role in supporting the administration of clients' insurance requirements, including general enquiries, renewals, mid-term adjustments, obtaining quotations, and invoicing of premiums.

Key Responsibilities
  • Assist in achieving 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 procedures.
  • Handle all queries, whether written or verbal, 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 templates.
  • Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
  • 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.
  • Minimum of 2 years' experience dealing with SME or commercial clients.
  • Good level of technical insurance skills, to be assessed by regular in-house testing.
  • Excellent client service skills.
  • Good negotiation and broking skills.
  • Ability to gather and analyze information from clients.
  • Ability to identify and respond appropriately to an individual client's level of understanding.


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