Commercial Insurance Account Handler

3 days ago

Hampshire, United Kingdom Davies Resourcing Full time

Our client is a leading UK independent Insurance Broker, who is now looking to add an experienced Commercial Insurance Account Handler to their team.
Duties and responsibilities will be handling all Administration of clients’ insurance requirements on a daily basis including general new business enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.
You will be expected to:

- Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary, prepare minutes and action meeting points where directed.
- Undertake market exercise to establish most competitive terms available.
- Obtain renewal terms.
- Produce and issue professional summaries and reports using company templates.
- Issue renewal documentation in line with contract certainty.
- Ensure premiums are collected prior to the commencement of cover and in line with Company 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.
Ideally you would be expected to have gained a minimum of 2 years’ experience in providing specialist advice in the commercial insurance market, handling cross class commercial insurance covers
The successful applicant must be qualified to a minimum of Cert CII (or gain the qualification within 18 months of joining).

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