Commercial Account Handler

Recruiter
Protek Placements Limited
Location
West Sussex
Posted
08 Apr 2018
Closes
20 Apr 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client is a specialist insurance broker with particular expertise in charities and youth organisations.

They are looking to recruit an experienced Commercial Account Handler to work in their office.

ROLE RESPONSIBILITIES
Act as a prime contact point for portfolio of clients comprising of individual Youth groups or other external small charity clients for their insurance requirements. Ensure efficient administration and management of their policies and the overall client relationships through excellent customer service. Additionally encourage them to purchase any additional insurance needs to meet the company's business objectives. Work on various new business campaigns to cross sell and up sell to existing clients. Responsible for achieving revenue targets for both retention and growth of existing business as well as incoming new business.

ROLE TASKS
Offer information, guidance and quotes to existing clients in respect of their insurance needs.
Cross sell and up sell relevant products to existing clients.
Offer information, guidance and quotes to prospects in respect of their insurance needs and converting these to clients.
Achieve targets set in respect of existing client revenue retention, new business growth and lead generation and other key performance indicators.
Administration of policies in line with the objectives of accuracy, speed and completeness, deal with all policy and client queries and achieve prompt and appropriate solutions.
Collection of premium income.
Comply with all business and office procedures and FCA rules.
Pro-actively review all insurance procedures in use and suggest continual improvements as part of Treating Customers Fairly initiatives.
Processing and handling of claims for clients.
Where authority is given under a delegated authority exercise due care in binding cover on behalf of insurers and stay within authority levels.
Where authority is given under a delegated authority exercise due care in the issue of documents evidencing cover bound.
Assist the Liability & Insurance Advisor with client indemnity agreements and provide advice on liability cover where appropriate

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