Commercial Insurance Account Handler

Recruiter
Service Service
Location
Norfolk
Posted
13 Apr 2018
Closes
20 Apr 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
The North Norfolk Coast is a beautiful and popular location and it's where my clients are located, if you have experience in commercial insurance and are looking for a new challenge with a great business then read on...

In an attractive coastal location, in a personable office you will work with my clients experienced and friendly existing team of insurance professionals.

In this role you will provide support to the Private Clients Team by assisting in the servicing of existing clients accounts and the development of new business opportunities.

Main Purposes of the job:

Servicing Clients

You will ensure you reply to correspondence promptly.

You will action telephone, fax and e-mails promptly.

You will document meetings promptly and take follow up action promptly or
by an agreed date.

You will follow processes in the company compliance manual.

You will ensure that all aspects of client interface are professional, friendly, speedy and accurate.

Sales

You will work towards an annual sales targets set by the companies Directors.

You will complete proposals and obtain other documentation within time set out in new business procedures to the start of each new risk.

You will ensure that new business is placed in advance of expiry of previous cover.

You will issue invoices within 30 days of placing cover.

You will ensure that insurance company surveys are carried out within a reasonable time scale.

You will ensure any agreed risk improvements are carried out by the client within the time allocated.

You will report all new business through the authorised channel.

Account Handling

You will prepare renewal schedules and contact client prior to renewal within agreed timescales.

You will negotiate alternative quotes - prior to renewal dates - where appropriate.

You will deal with all documentation, invoices, credit notes, etc.

You will foster good relations with insurance companies.

You will ensure that our delegated authority under agency agreements is not exceeded.

You will operate an effective credit control system.

You will support claims activity when required.

Personal

You will attain, maintain and improve proficiency in the use of personal computers.

You will comply with employment conditions as set out in the Contract of Employment, Staff Handbook, Letter of Appointment and other ad-hoc instructions.

You will maintain an acceptable standard of attendance and punctuality.

You will make requests for holiday and notify absence due to sickness in accordance with Company policy.

You will prioritise and organise your own workload.

You will demonstrate highly effective negotiating skills.

You will be capable of working without supervision.
Technical Knowledge Required

You will pass Broker Assess Principles and Practices of Insurance.

You will understand how the insurance market works.

You will show a thorough knowledge of all relevant products.

You will be familiar with the FCA regulations as they apply to consumer and commercial clients particularly concerning Advising and Selling standards, Renewals, Product Disclosure, Cancellation, Claims Handling and Record Keeping.

You will understand how current legislation affects the processes of the role.

You will follow a programme of Broker Assess training modules to acquire and demonstrate knowledge of the specific areas of insurance as applicable.

You will bee familiar with my clients IT Procedures, as per IT Procedure Manual.

You will bee familiar with my clients IT Procedures, as per IT Procedure Manual.

You will bee familiar with my clients IT Procedures, as per IT Procedure Manual

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