Commercial Account Handler
3 weeks ago
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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