Commercial Account Handler

Reed Insurance
14 May 2017
13 Jun 2017
Contract Type
Full Time
Do you want to be a part of a rapidly growing, reputable, corporate company who provide a first class service to their clients?

My client is an award-winning financial consultancy and insurance broker and they are seeking a Commercial Account Handler to join their team in Worthing.

You will work as part of the wider client services team to provide a professional service and day to day support to our clients.

Duties include but are not limited to:
• To work with providers and clients to: (i) maintain accurate data (ii) obtain information for other team members which they can pass on to clients paying attention to cross referencing and checking details.
• To produce and maintain accurate and complete documentation in a compliant manner with timescales confirmed by Divisional service level agreements (SLAs) for both new business and on-going business requirements.
• Respond to clients and colleagues queries in a timely manner and accurately by using and amending standard letter, writing clearly, concisely and professionally.
• To answer the phone in a professional manner that aims to build rapport with clients, providers and colleagues.
• To prioritise workload and client requests
• To ensure all business activity is logged to ensure revenue is accurately recorded and documented.
• To demonstrate enthusiasm and a working knowledge of the relevant business area and related products
• To build and maintain an excellent rapport with our clients, providers and colleagues across the Group.
• To suggest opportunities to help improve operating efficiency.
• To be the first point of contact to provide clients with professional support and accurate information with regards to their product and services whilst demonstrating the company values. Escalating issues to the Sales Executive/Consultant/Financial Planner or Team Leader where appropriate.
• To ensure the efficient and accurate production of all reports and correspondence to clients.
• To provide relevant information to the sales team to ensure sales opportunities are realised.
• General ad hoc tasks as required.

The ideal candidate will have:
• 1-2 years' experience dealing with Commercial Insurance, preferably from Account Handling perspective working in a Brokers.
• Excellent customer service/relationship management skills.
• Knowledge of insurance processes.
• Company and Market knowledge.
• Compliance and Operational Risk knowledge.
• Excellent organisational skills.
• Great communication skills.
• The ability to work well within a team but also use own initiative.
• The ability to work towards targets and KPIs
• Cert CII qualifications or prepared to undertake exams with support of company

Reed Specialist Recruitment Limited is an employment agency and employment business