Senior Commercial Insurance Account Handler
3 weeks ago
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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