Account Handler

2 weeks ago


Farnborough, United Kingdom Davies Resourcing Full time

Our client, recognised as one of the UK largest independent Insurance Broking groups is due to expansion and growth is seeking to recruit an experienced Insurance Account handler to their New Business team within the Schemes Division
The role would encompass the following tasks:

- Administration of clients’ insurance requirements on a daily basis including obtaining quotations, closing sales, invoicing of premiums, cross-sales.
- Provision of high-level professional advice to clients
- Must have a minimum of 2 years’ experience in providing specialist advice in the insurance market.
- Must be qualified to a minimum of Cert CII (or gain the qualification within 18 months of joining).
- Assist in achieving new business targets.
- Liaise effectively with the Account Executive to ensure an appropriate strategy for winning new business, attend client meetings as necessary and action meeting points (if applicable).
- Undertake market exercise to establish most competitive terms available.
- Ensure premiums are collected prior to the
commencement of cover and in line with 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 or other broking system and make effective use of the diary system.
- Produce accurate and professional documentation at all times using relevant templates.
- 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 departments as necessary
- **Must have Insurance Broking knowledge/experience handling motor fleet insurance covers**:

- Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR.
- Responsibility for own personal development and for keeping own knowledge up to date by the use of e learning, in-house courses, and studying for professional qualifications in order to gain the required CPD points.
- Good level of technical insurance skills, to be assessed by regular in-house testing.
- 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

This is a great opportunity to join a leading organisation with a lot of scope for progression and a structured career path



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