Commercial Account Handler

Recruiter
Stephensons Solicitors LLP
Location
Wigan
Posted
11 Jan 2018
Closes
12 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Stephensons Risk Management Limited is a company associated with Stephensons Solicitors LLP, an award winning top 150 law firm with a turnover of £19 million and staff based in ten offices around the country. Due to growth, this team is currently looking for a Commercial Account Hander. The role will involve working closely with the team and you will administer a portfolio of client insurance programmes handling a range of commercial business.

We are looking for those with experience within a similar role and those who have knowledge of working with Acturis.

About the team

Our team has over 35 years experience in risk management and insurance. Managing Director, Mike McNulty has experience in building an extremely successful insurance broking business from scratch. Having spent a number of years in senior management roles with national broking firms, Mike and his team understand the current need for an insurance broker who can provide a truly holistic service to its clients - a "one stop shop" where both commercial and personal Insurances, together with sound risk management advice can be delivered by experienced brokers with a real passion for customer care. This is something that larger firms can rarely deliver.

We are looking for a Commercial Account Hander. The role will involve working closely with the team and you will administer a portfolio of client insurance programmes handling a range of commercial business.

Key responsibilities and accountabilities:

• Dealing mainly with Commercial accounts

• Administration duties for mid-term adjustments, renewals and new business quotations

• Preparing renewal files

• Process all paperwork in accordance with the company procedures and service standards

• Keeping abreast of market conditions and developments

• Handling and responding to requests quickly, efficiently and accurately

• Produce and issue policy documentation

• Building up detailed knowledge about the company's products

• Treat customers fairly at all times having assessed their specific needs

• Understanding and maintaining a good working knowledge of the rules and compliance procedures of the FCA

• Ensure that you conduct yourself in accordance with FCA rules and guidelines as issued by the company

• Complete all administration and paperwork in accordance with Company Procedures

• Prepare new business or renewal reports

• Maintain the existing client base

• Receive, check, prepare and despatch policy documentation to the client

• Any additional administrative support required for clients/insurers

Experience/skills required:

• Minimum 2 years previous account handling experience within commercial insurance

• Knowledge of insurance products and markets

• Knowledge of policy cover and exclusions

• Knowledge of Financial Services Authority Insurance Conduct of Business

• Excellent telephone manner and customer service focused

• Strong administration skills - attention to detail

• Ability to gather and analyse information

• Organisational and time management skills Desirable experience

• Knowledge of working with Acturis

Personality/other qualities:

• Ability to work as part of a team but be able to work under own initiative when required

• Ability to work productively amidst frequent interruptions and remain calm under pressure

• Professional, confident and approachable manner showing tact and diplomacy at all times

• Discretion and the ability to work in a highly confidential environment

• Demonstrates an adaptable and flexible attitude

• Highly motivated and customer care focused