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Account Handler / Account Executive

Closing date
23 Apr 2021

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Job Details

An exciting opportunity has arisen for an immediate permanent, full-time Account Handler / Account Executive working within a small team of our established client.

The main focus of this role will be creating new business, maximising sales of all the marketing products as well as dealing with existing client renewals within Commercial Insurance, maintaining high levels of customer services at all times.

Key Responsibilities:
  • Review proposals and make recommendations for insurance based on information gathered from customer.
  • Advise clients on the policy cover, terms and conditions and dealing with claims and reasonably ensure that the client understands the effect of breach of onerous conditions or requirements. Record the details in the client records.
  • Deal with new business and renewals for the relevant policies. Enter new business on to the system, including renewals and endorsements.
  • Deal with mid-term policy queries and issue endorsements where appropriate.
  • Give instructions and relay any issues to insurance providers.
  • Deal with telephone enquiries promptly referring the query to the appropriate person when the enquiry falls outside own knowledge and experience.
  • Issue renewal invitations.
  • Manage individual diary system.
  • Respond to allocated mail promptly.
  • Deal with the general day-to-day administration and management of the office.
  • Create new claims files when required.
  • Liaise with and advise customers on claims procedures.
  • Liaise with colleagues and insurers on claims.
  • Create entries and update financial records on the system.
  • Manage the collection of outstanding premiums, from customers, ensuring that this is matched and cleared from the accounting system.
  • Ensure smooth running of the firm's credit operations, including chasing outstanding debts and reconciliation of accounts.
  • Manage premium finance arrangements and liaise with premium finance company where necessary.
  • Liaise with IT Support Company when necessary to ensure smooth running of systems.
  • Additionally you may undertake other tasks within the company that the Directors dictate based on your experience and knowledge.
  • Ensure that you follow the firm's systems and procedures at all times.
  • Ensure that you follow the firm's compliance systems and procedures at all times.
  • Respond promptly to client queries and ensure that all communications with customers and/or insurers, or other relevant business contacts are accurately recorded (in writing).
  • Manage own files.

The successful candidate will possess the following attributes:
  • Be able to prioritise and organise own workload to ensure that deadlines are adhered to.
  • Be able to liaise with colleagues and work supportively and jointly when appropriate.
  • Be able to develop and sustain relationships with both internal and external customers and contacts.
  • Be able to construct effective written communications, including letters and reports to meet business needs.
  • Demonstrate confident and effective telephone skills.
  • Be able to effectively analyse client needs and develop solutions.
  • Use good interpersonal skills, including questioning and listening.
  • Be able to apply own judgement and experience when making decisions or giving advice to clients, including when to refer to an alternative appropriate expert.
  • Be able to work under pressure and to deadlines when required.
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