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We are on the hunt for an Account Handler to support our clients team for the administration of clients’ insurance requirements, including general enquiries, renewals, mid- term adjustments, obtaining quotations and invoicing of premiums. Dealing with our SME clients, you will have a passion for providing excellent service to your clients. Please note this is a full-time, permanent opportunity. You will be based in our clients Surrey office and ideally be onsite for 3 days per week on average.
Job Responsibility:
Assist in achieving Group/Division client retention targets by providing an excellent level of service
Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable)
Undertake market exercise to establish most competitive terms available
Obtain renewal terms and present to client
Issue renewal documentation in line with contract certainty
Ensure premiums are collected prior to the commencement of cover and in line with
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
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
Liaise with and assist other branches and Group Resources as necessary
Requirements:
Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR
Must have a minimum of 2 years experience dealing with SME or commercial clients
Good level of technical insurance skills, to be assessed by regular in-house testing
Accuracy and attention to detail
Ability to process work quickly and efficiently
Ability to prioritise work and meet deadlines
Excellent client service skills
Good negotiation and broking skills
Excellent oral and written communication skills
Ability to gather and analyse information from the client
Ability to identify and respond appropriately to an individual client’s level of understanding
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