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Insurance Account Manager
2 months ago
We are seeking a skilled and detail-oriented Personal Lines Account Handler to join our team in Norwich. As a key member of our Personal Lines team, you will be responsible for providing exceptional customer service to our clients, ensuring their insurance needs are met, and supporting the team in achieving our business objectives.
Key Responsibilities:- Customer Service: Provide comprehensive customer service to meet the insurance needs of our clients, responding promptly to their enquiries and managing their expectations.
- Policy Administration: Check new policy documentation for accuracy, forward to clients or liaise with insurers, and ensure all client records reflect the current risk-on-cover at all times.
- Negotiation and Renewal: Negotiate and invite renewal of allocated clients' policies, ensuring timely and accurate processing.
- Administration Support: Provide administration support as required, including obtaining new business quotations, arranging cover, and processing mid-term adjustments and MID updates.
- Team Support: Support team members to ensure client needs are met, particularly during peak periods or in times of holiday/absence.
- Diary and Task Management: Maintain an effective diary/activity/task system to ensure timely completion of tasks and deadlines.
- Cross-Sell and Upsell: Attain cross-sell and up-sell opportunities on policies to increase revenue and grow our business.
- Documentation and Invoicing: Create all invoices and relevant credit notes for new business, renewals, mid-term adjustments, etc., in line with our broking manual and company procedures.
Requirements: To be successful in this role, you will need excellent communication and interpersonal skills, a strong attention to detail, and the ability to work effectively in a team environment. You will also need to be proficient in using our systems and technology to manage client records and policy administration.
Working Hours: Full-time, Monday to Friday, 9am to 5pm, with one hour unpaid for lunch. Initially working full-time in the office, a blend of office and home working will be available in line with our Smart Working Policy on completion of probation.
