Healthcare & Protection Account Handler

Recruiter
Insure Recruitment ltd
Location
London (Greater)
Posted
10 Sep 2018
Closes
18 Sep 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Healthcare & Protection Account Handler Croydon

Working for this well established company you will take responsibility to provide support to Healthcare & Protection clients to ensure conversion of new business, service of existing accounts and retention of renewals and to support the existing Account Handlers in completing Mid Term Adjustments income targets in accordance with company procedures and regulatory requirements by means of regular client visits.
Respond to enquiries from clients received by phone, letter, email or fax in a courteous, helpful manner and ensure that all information required by clients is obtained and communicated.
Obtain quotations, using quotation systems, or by referring to insurers. Communicate quotations, either directly or via the Account Executives or Handlers, advising the most appropriate in terms of price and cover to meet the applicants needs.
If the quote is accepted verbally, the jobholder will issue written confirmation, including a Statement of Demands and Needs, Insurers Key Facts/Policy Summary enclosing proposal(s) for completion and the Terms of Business document.
Issue invoices and policy documents and update client records.
The jobholder will share responsibility for dealing with any actions attaching to existing clients on midterm adjustments and claims and will liaise with the other Account Handlers and Account Executives to ensure that service standards are maintained.
Ensure that Insurers documentation is correct and fully reflects the cover as requested in the Demands and Needs Statement and that the Terms, Conditions & warranties reflect those accepted by the client.
Issue and forward all Renewal documentation in accordance with Departmental policy.
All Documentation/Emails/Posted Correspondence must be scanned onto Sirius System as you process each file.
All Telephone Conversations and correspondence to be logged as an Event on the System. Advertised through Zoek 9cb32d4312a5469da34bf30cedfe01b13

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