Account Handler
2 weeks ago
Job Advert
**Account Handler**
- To learn all Scheme binder and Open Market business as directed by the Commercial/Claims Manager.
- To administer new business, renewals and mid-term adjustments for clients using Scheme binders and/or Open Market.
- To learn and enforce Underwriting Guides for the Underwriting of Scheme business and underwriting processes for Open Market.
- To meet all service standards for the handling of renewal, new business and/or MTA’s as directed by the Commercial/Claims Manager.
- To review files and provide technical advice and guidance to clients and prospective clients.
- Work closely with other team members to ensure any client receives a prompt and efficient response. To deal with all referrals from the Affinities Department.
- To maintain client relationships by providing excellent customers service. Ensuring work is carried out with accuracy, confidentiality and deadlines are met.
- To liaise with the Claims Department as and when necessary.
- Deal with accounts queries.
- To deal with bordereaux submissions and queries, as directed
- To input cheques, credit card and or finance agreements onto the system.
- To input data onto the Balens Administration System as necessary.
- To follow FCA requirements, including Treating Customers Fairly.
- Deal with sub brokers as required within the course of the business.
- To act professionally at all times and ensure the principles at Balens are followed.
- Undertake internal and external training courses as necessary.
- To work under the direction and supervision of Seniors and complete daily activities and tasks given.
REF-219 930
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