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Account Manager
2 months ago
Account Handler Role Summary:
- Address client and insurer requests promptly, exceeding service standards and following company procedures.
- Negotiate renewals with insurers to achieve favourable outcomes for clients, maintaining high renewal retention rates.
- Conduct active housekeeping of Task Management, issuing client invoices promptly, and addressing outstanding activities.
- Ensure prompt debiting of renewals, and new business and actively participate in setting up finance agreements, promptly addressing any account queries.
- Assist Account Executives in broking and placing new clients, contributing to overall team success.
- Identify and pursue cross-selling and upselling opportunities for appropriate products to existing clients.
- Deliver superior service by keeping promises, meeting deadlines, and ensuring professional communication.
- Contribute to developing and implementing operational improvements company-wide.
- Maintain files appropriately for easy accessibility by others and assist colleagues with their workload as needed.
- Comply with regulatory requirements, and industry codes of practice, including CII Code of Ethics, and the Company's procedures and rules.
- Always ensure fair treatment of clients and manage potential conflicts of interest.
- Maintain and develop personal knowledge and skills through Continuing Professional Development (CPD), internal and external training sessions, and staying updated on technical, legal, and market developments.
Candidate Profile:
- A minimum of 2 years of broking experience.
- Knowledge of Property, Package Policies and Contractors All Risk, Commercial Combined.
- Strong interpersonal skills and excellent communication skills, particularly over the phone.
- The ability to work efficiently under pressure and prioritise your workload.
- Excellent planning, organisational and time management skills.
- Be a good team player with a drive to succeed.
- Negotiation skills.
- Acts compliantly with a good understanding of regulatory requirements.
- IT literate with client systems and Microsoft packages.
- Ideally, be qualified to Cert CII level or be prepared to attain this with support from the business.
- Delegated Authorities - Understand the responsibilities inherent in acting on insurers' behalf and implementing, ensuring compliance with regulations and insurer agreements.
