Graduate Account Handler

19 Jan 2019
02 Feb 2019
Contract Type
Full Time
Graduate Commercial Account Handler
Close to Alton
Full time, Permanent
£19 - 22k p/a

Tate are now recruiting for an expanding insurance firm located in the Alton area for a Graduate role. The role of Commercial Account Handler will give the successful applicants the opportunity to join a well-established insurance firm to gain vital skills within the financial market.

Job Purpose:
To provide support to Commercial clients to ensure conversion of new business, service of existing accounts and retention of renewals. To achieve company income targets in accordance with company procedures and regulatory requirements.

Key Responsibilities:
· Respond to enquiries from clients, brokers and underwriters received by phone
· Complete the key task of "fact finding" to identify clients
· Liaising with insurers to gain the most competitive rates and provide the level of cover required
· Obtain new business quotations, using quote systems
· Upselling and cross-selling on insurance packages
· Issue invoices and policy documents and update client records
· Any other business
· Maintain the system for raising renewals, which should be actioned 3-4 weeks before renewal date
· Manage Department Diary
· Chase and receive payments, issue receipt documents and send renewal documents.
· Other duties and responsibilities as may be required by the Managing Director.

Due to the nature of this role we are looking for someone that would be keen to grow within a financial services business and be supported through gaining qualifications. If this sounds like a role you would be interested in, Please apply today.

Tate is acting as an Employment Agency in relation to this vacancy

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