Junion Account Handler

Recruiter
Riskwork Insurance
Location
Wilmslow
Posted
16 Apr 2019
Closes
24 Apr 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Broking support :
* Liaising with clients via telephone and email
* Responding to queries and enquires via email and telephone
* To update and maintain accurate records and files
* To update and maintain Microsoft Excel spreadsheets
* Working alongside all of the team in the day to day servicing of new and existing clients
* Preparing new business quotations for new and existing clients
* Supporting busy renewal activities, and ensuring high levels of business retention – collating renewal dates/diaries and preparing information for renewal terms
* Liaising with Insurers/Underwriters
* Liaise with senior account handlers for guidance an instruction when required
* Respond to enquiries from clients, colleagues and underwriters and ensure all information required by clients or underwriters are obtained and communicated.
* Identify client’s requirements and provide quotations to fulfil their needs
* Create, update and maintain client files with the highest level of accuracy and once trained you will be responsible for making mid-term adjustments to policies such as change of address, vehicle or personal details – with help from senior colleagues.
* Chase claims, renewals and quotations as required
* Produce client and new business reports when requested
Claims support:
* Advise clients on appropriate course of action following notification of an incident and/or on receipt of their claim.
* Assist clients with enquiries relating to claims, either by direct involvement with the insurer concerned, if appropriate.
* Chase outstanding claims regularly as appropriate.
* Ensure all systems and files are kept up to date with accurate records.
* Ensure payments received on behalf of customers are passed promptly to the customers in respect of their settlement.
* Notify the claims manager of any large, significant or more complex claims, refer for advice and guidance as required, and keep them informed of progress and/or issues.
Qualifications:
* Completion of minimum Cert CII exams within 12 months from end of probation

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