Equestrian Liability Account Handler

2 days ago


South Ockendon, United Kingdom The Benefact Group Full time

**Duration**:Permanent

**Location**:South Ockendon

**SEIB **Insurance Brokers are proud to be part of the Benefact Group - a charity owned, international family of financial services companies that gives all available profits to charity and good causes. We are built on the idea that better business, can better lives

**SEIB** specialises in an array of distinct fields. We have more than 50 years of experience in horse insurance, more than 40 years of experience in funeral and private hire insurance, and decades more experience in other areas covering both business and personal. This year marks its 60th year of business.

Our main office based in **South Ockendon, Essex**, with around 130 employees. The key to our success is our continued ability to deliver the highest quality service to all our clients, with client retention at over 90%.

**About the role**:
We have a fantastic opportunity to join our team as **Equestrian Liability Account Handler.**

You will handle all communications and documentation in an efficient and accurate manner, within company guidelines. To be competent to deal with Underwriting queries.

**Key responsibilities**
***:

- Handle post and telephone calls for all liability schemes handled in the Equestrian Service Department
- Process adjustments, renewals and issuing new business documents for all liability schemes handled in the Equestrian Service Department
- Ensure all policy documentation is accurate and within compliance timescales
- Deal with overdue transactions and ensure that client monies are processed accurately
- Ensure computer records are accurate at all times and in accordance with company guidelines
- Work within the underwriting guidelines at all times
- Have a general understanding of all products
- Dealing with incoming correspondence allocated to you promptly
- Deal with clients queries efficiently
- Refer to Insurers or Equestrian Service Manager as and when necessary
- Deal with clients and fellow colleagues in a professional manner
- Answer the telephone promptly, competently and politely
- Take overflow Equine calls
- Ensure daily diary system is kept up to date
- Use any opportunities to make clients aware of any additional services/products SEIB can provide;
- Work towards expectations set in relation to renewal retention
- Aim towards consistent green call critiques
- Ensure that you actively maintain your CPD
- Maintain your competency throughout your employment at SEIB
- Ensure that you comply with the Company’s tests and procedures and take advantage of any training provided for you to do so
- Train/coach other co-workers in areas needed to make their job easy and maintain efficiency of the office procedures
- Cooperate with co-workers to maintain a friendly environment and proper interaction within the office.

**Knowledge, skills and experience**
***:

- Liability Insurance experience and knowledge
- Equine knowledge is desirable
- Good organisational skills
- Ensure deadlines are met and work under pressure without supervision
- Working well within a team
- Ability to build rapport with both customers and brokers is essential
- Excellent telephone manner and written skills as clear and effective communication is key for this role
- Confident numeracy skills
- Attention to detail
- Knowledge of Microsoft Word, Excel, and Outlook

**What we offer**
***:

- A competitive salary
- Hybrid working
- Competitive Personal Pension
- Bonus scheme
- 22 days annual leave plus bank holidays
- An array of health and wellbeing benefits, including private healthcare
- Volunteer day
- Onsite parking
- Full study support and study leave to complete insurance industry professional qualification
- EAP Scheme

**About us**:
We are a unique financial services organisation, owned by a registered charity, Benefact Trust. We are a financially secure, professional and award-winning organisation. We pride ourselves in donating a significant proportion of our profits to good causes.



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