Senior Account Handler

1 month ago


Worcester, United Kingdom Stride Resource Management Ltd Full time

Senior Commercial Account Handler - Evesham

The Role

  • The administration of clients' insurance requirements daily including, general enquiries, renewals, midterm adjustments, obtaining quotations and accounting procedures.
  • To achieveagreed individual forecasts, plans and targets for growth, for the development of existing andnew customers.
  • Provide prompt advice to new and existing customers regarding their
    insurance needs and risk management issues.
  • Liaise as appropriate with insurers in relationto customers and liaison with the allocated client account executive.
  • Adherence to regulatory and compliance requirements.

Role and Responsibilities

  • Arranging and securing appropriate cover for new business and renewals, includingrecognising, and highlighting cross-sell opportunities or uninsured areas, and involvingkey stakeholders throughout the process.
  • Responsible for assigned renewals, MTAs, and quotations in accordance with thecompany renewal process and placement strategy.
  • Understanding clients their risk exposures and insurance needs.
  • Dealing with insurers and brokers regarding quotations, policy and claims queries inaccordance with the company's service level agreements.
  • Accurately maintain all records on relevant systems for audit, compliance, and
    workflow purposes.
  • Manage Aged Debtors within the agreed service standards, escalating to key
    stakeholders where applicable, ensuring the client has the most appropriate method ofpremium finance available to them.
  • Deal with claims according to our procedures as they arise and refer to our in-houseclaims team where specialist knowledge is required
  • Build, Manage and maintain relationships with internal and external brokers, to deliverstrategy and increase opportunities.
  • Attend conferences and events to build relationships with industry partners and keepup to date with new trends.
  • Effectively promote the company brand, product range, propositions and key
    differentiators to leverage commercial opportunities.

 Education / Qualifications

  • Desired: Minimum Cert CII
  • To achieve Certificate in Insurance status within two years of starting with the company


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