Commercial Account Handler

Recruiter
Insure Recruitment Ltd
Location
Guildford
Posted
05 Jan 2019
Closes
31 Jan 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Insure Recruitment are delighted to be working closely with this well respected leading independent broking group.

The company prides itself on always doing the right thing for its customers and employees and in turn this philosophy has delivered success for the company.

Role overview

As an Account Handler you will play a key role, maintaining regular contact with clients, listening to their requirements, considering their needs and using excellent product knowledge to provide sound clear advice following guidelines and good practice.

You will be highly organised and a good administrator. Utilising Acturis software you will be responsible for ensuring that instructions of insurance cover for clients is recorded and processed to a high degree of accuracy on time.

Responsibilities/Accountabilities

Managing own book of clients
Working alongside Account Executives in managing larger clients for which they are responsible.
Responsible for taking instructions from clients, Head of Office and/or Account Executives relating to the provision of insurance cover.
Responsible for maintaining accurate record keeping of insurance provided and the accounting of and collection of premiums.
Ensure mid-term reviews are undertaken and any required changes are accurately processed and recorded to fully meet the client’s needs.
Ensuring that the client at all times is treated with professionalism and respect.
Ensuring clients are aware of the range of service offerings, including Premium Finance to ensure all client needs are met.

Maintain and meet all aspects of Group Compliance and Operational Processes.
Place premiums within the Group placement strategy.
Ensures that client premiums are collected in accordance with the company’s credit terms.

Key Competencies:

Minimum 3/5 Years’ experience in Insurance and working with own client book.
DIP/CII qualified
Excellent client service ethos
Good negotiation skills
Highly organised and a good Administrator able to prioritise own work
Team player
Effective communication skills
Familiar with compliance and regulatory requirements

An excellent opportunity to be part of an award winning group

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