Insurance Account Manager

3 days ago


Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (UK) Full time
Job Title: Account Handler

We are seeking a skilled Account Handler to join our Commercial Insurance team at NFP, an Aon company (UK), based in Bromsgrove. As an Account Handler, you will be responsible for the administration of client insurance requirements, including general enquiries, renewals, mid-term adjustments, obtaining quotations, and account procedures.

Key Responsibilities:
  • Provide a comprehensive brokering service to clients, handling new business requests, retaining existing clients, and identifying cross-selling opportunities.
  • Offer a high-quality service to existing clients, covering all aspects of their insurance arrangements, including advising, reviewing, arranging, and securing the appropriate cover at a competitive premium.
  • Carry out instructions regarding the arrangement or amendment of insurance for clients, referring queries to the appropriate person when necessary.
  • Deal with telephone enquiries promptly, referring queries to the appropriate person when necessary.
  • Stay up-to-date with market developments in your business areas and bring them to the attention of clients and colleagues as appropriate.
  • Input new business, amendments, and renewals onto the computer system, maintaining accurate records.
  • Exercise judgment when reviewing proposals, referring to a senior colleague or insurer when necessary.
  • Ensure that the correct wording is enclosed within all insurance certificates, including any other wording such as exclusions, conditions, warranties in respect of self-issue policies.
  • Liaise with Insurers, other colleagues, and Claims Handlers as necessary.
  • Work collaboratively within a team environment and offer referral at points of escalation.
  • Maintain a high degree of accuracy, efficiency, and professionalism at all times when dealing with all stakeholders.
Person Specification:
  • Excellent communication skills, able to communicate with people at various levels of knowledge face-to-face, over the telephone, and in writing.
  • Strong planning, organisational, and time management skills.
  • Computer literate and thorough understanding of Company software.
  • Report writing skills.
  • Familiarity with FCA rules and guidelines relating to Commercial and/or Private Customers.
  • Willingness to continue developing knowledge of insurance and related issues through formal and informal learning, both internal and externally.
Education and/or Experience:
  • Cert CII minimum, preferably DIP CII progressing to the ACII qualification.
  • At least 4+ years general insurance experience.
Key Information:

Salary: Competitive depending on experience.

Hours: 35 hours, Monday – Friday.

Location: Bromsgrove.

Benefits: 25 days holiday + bank holidays, Pension Scheme, etc.



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