Commercial Account Handler

3 weeks ago


Bournemouth, United Kingdom Team Jobs Full time

Are you an experienced Insurance Account Handler looking for your next career opportunity? Or an Insurance Account Manager searching for a fresh and exciting environment?

We are looking for someone who has a keen attention to detail, who is confident and personable on the phone and ideally someone with a minimum of Personal Lines Insurance Experience.

  • Full time - Permanent
  • Monday to Friday
  • £23k - £27k DOE
  • Hybrid working opportunity

Responsibilities:

  • Support Commercial Account Exec & Account Manager in respect of the monthly renewal process.
  • Review and advise upon customers general and business insurance requirements.
  • Help Commercial Account Exec & Account Manager to prospect new business opportunities but following up quotations following renewal reviews to ensure three touch points carried out.
  • Acquire and maintain knowledge of our clients General Insurance products, as applicable to product licences.
  • Act as Life Introducer to obtain appointments for Life Qualifier and meet Agency target.
  • Develop and sustain effective working relationships with customers, all members of Agency staff.
  • Implement customer money collection and processing procedures to maintain Agency credit control.
  • Maintain record keeping requirements for your role.
  • Monitor and arrange meetings in Commercial Account Exec & Account Manager's diary as necessary.
  • Produce correspondence to required timeframes and quality standards.
  • Perform other duties as assigned by Commercial Account Exec & Account Manager

What we require from you:

  • Personal Lines Insurance Experience preferred
  • Be able to communicate effectively, both written and verbal. This may include writing to customers such as post call letters.
  • Be able to problem solve, use own initiative and judgement.
  • Demonstrate attributes of honesty, integrity, due skill, care, and diligence.
  • Possess good IT skills to use Word documents and specific Mutual systems for example, iFaces, iAchieve and TRACE.
  • Customer service skills.
  • Have basic knowledge of insurance.

INDCP



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