Commercial Sme Account Handler

2 weeks ago

West Sussex, United Kingdom Davies Resourcing Full time

This Client has a long standing history of providing insurance solutions to businesses and individuals, now due to a recent merger are looking appoint a SME Commercial Insurance Account Handler to administer the insurance arrangements for clients throughthe provision of a professional and efficient service and to assist with generating new business opportunities.
The Role:

- Provides broking services to all clients.
- To provide a quality service to existing clients, covering all aspects of their insurance arrangements; to advise, review, arrange and secure the appropriate cover at a competitive premium.
- Deal with new business, mid-term adjustments and renewals in the relevant markets according to company terms and conditions, referring to senior colleagues, experts or insurers when issues fall outside own experience or knowledge.
- Carry out instructions regarding the arrangement or amendment of insurance for clients, referring the query to the appropriate person when the enquiry falls outside own knowledge and experience.
- Deal with telephone enquiries promptly, referring the query to the appropriate person when the enquiry falls outside your own knowledge and experience.
- Be aware of market developments in your business areas and bring them to the attention of clients and colleagues where appropriate.
- Input and accurate processing of new business, amendments and renewals on the computer system to maintain accurate records, keeping hard-copy records on customer files where appropriate and in accordance with company procedures.
- Maintaining an accurate and up to date diary system to ensure all documentation is issued and payments collected in a timely manner in accordance with company procedures
- Exercise judgement when reviewing proposals, either new or renewals, referring to a senior colleague or insurer when appropriate.
- Attach correct wordings to certificates including any other wording (exclusions, conditions, warranties etc.) in respect of self-issue policies.
- Liaise with Insurers, other colleagues and Claims when appropriate.
The role is based at their new home in West Sussex and offers a good structured path for the right applicant.

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