Senior Commercial Insurance Account Handler

3 weeks ago


Milton Keynes, United Kingdom IDEX Consulting Ltd Full time

About IDEX Consulting Ltd

We are currently seeking a talented Commercial Insurance Account Handler to join our team in Milton Keynes.

About the Role

As a Commercial Insurance Account Handler, you will be at the forefront of our client interactions, ensuring smooth operations and top-notch service. Your primary responsibilities will include portfolio management, client relations, primary contact, administration, report preparation, documentation, client meetings, and record maintenance.

Key Responsibilities

  • Manage client portfolios, ensuring seamless day-to-day operations.
  • Cultivate professional relationships with clients and insurers.
  • Serve as the first point of contact for client and provider inquiries, resolving issues proactively.
  • Handle scheme administration, including invoicing, data management, and communication materials.
  • Assist in preparing client reports as requested by Account Executives.
  • Resolve discrepancies in provider documentation before client distribution.
  • Attend client meetings with Account Executives as needed.
  • Maintain up-to-date client records in line with company systems.

Requirements

  • Proven commercial insurance experience with a strong understanding of the industry.
  • Excellent interpersonal and communication skills to effectively interact with clients and insurers.
  • A proactive attitude with the ability to use initiative effectively.
  • Strong organizational skills with attention to detail.
  • Ability to work under pressure and as part of a team.
  • Commercial awareness and influencing skills to drive business growth.


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