Account Handler

4 days ago

Hampshire, United Kingdom Davies Resourcing Full time

Our Client is a leading award winning independent Insruance broker who due to increased business levels are seeking additional Insurance Account handlers for their Private client Household Insurance team
The duties and responsibilities on a daily basis includie dealing with general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.
**Experience & Professional Qualifications**:

- Must have a minimum of 2 years’ experience in providing advice in the Personal Lines/Private Client Household general insurance market
- Must be qualified to a minimum of Cert CII (or willing to gain the qualification within 18 months of joining).
**Key Responsibilities**:

- Assist in achieving Group/Division client retention targets by providing an excellent level of service.
- Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
- Undertake market exercise to establish most competitive terms available.
- Obtain renewal terms and present to client.
- Produce and issue professional summaries and reports using the groups templates.
- Issue renewal documentation in line with contract certainty.
- Ensure premiums are collected prior to the commencement of cover and in line with company's procedures.
- Prioritise and handle all work promptly and accurately.
- Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
- Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.
- Produce accurate and professional documentation at all times using relevant templates.
- Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
- Actively cross-sell products from other Divisions.
- Refer all queries that fall outside own experience, knowledge and authority to senior staff.
- Liaise with and assist other branches and Group Resources as necessary.
**Knowledge**:

- Working knowledge of all the main classes of Personal Lines/Private Client - Household, General Insurance and the CII’s Code of Ethics and GDPR.
- Working knowledge of product range, policy wordings and service standards.
- Responsibility for own personal development and for keeping own knowledge up to date by the use of elearning, in-house courses, and studying for professional qualifications in order to gain the required CPD points.
**Skills**:

- Good level of technical insurance skills, to be assessed by regular in-house testing - Particularly across the Personal Lines/Private Client sector - Household insurance
- Accuracy and attention to detail.
- Ability to process work quickly and efficiently.
- Ability to prioritise work and meet deadlines.
- Excellent client service skills.
- Good negotiation and broking skills.
- Excellent oral and written communication skills.
- Ability to gather and analyse information from the client.
- Ability to identify and respond appropriately to an individual client’s level of understanding.
- Ability to persuade and influence others.

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