Account Handler

View: 105

Update day: 07-05-2024

Location: Burnham-on-Sea South West

Category: Other IT - Software Executive management

Industry: Education Management Insurance Management Consulting

Position: Entry level

Job type: Contract

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Job content

Commercial Account Handler

Summary

Administration of clients’ insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.
Provision of high level professional advice to clients

Experience & Professional Qualifications

Must have a minimum of 2 years’ experience in providing specialist advice in the insurance market.
Must be qualified to a minimum of Cert CII (or gain the qualification within 18 months of joining).

Key Responsibilities

Assist in achieving Group/Division client retention targets by providing an excellent level of service.
Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
Undertake market exercise to establish most competitive terms available.
Obtain renewal terms and present to client.
Produce and issue professional summaries and reports using Aston Lark templates.
Issue renewal documentation in line with contract certainty.
Ensure premiums are collected prior to the commencement of cover and in line with Aston Lark procedures.
Prioritise and handle all work promptly and accurately.
Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.
Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
Actively cross-sell products from other Divisions.
Refer all queries that fall outside own experience, knowledge and authority to senior staff.
Liaise with and assist other branches and Group Resources as necessary.

Knowledge

Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR.
Responsibility for own personal development and for keeping own knowledge up to date by the use of e-learning, in-house courses, and studying for professional qualifications in order to gain the required CPD points.

Skills

Good level of technical insurance skills, to be assessed by regular in-house testing.
Accuracy and attention to detail.
Ability to process work quickly and efficiently.
Ability to prioritise work and meet deadlines.
Excellent client service skills.
Good negotiation and broking skills
Excellent oral and written communication skills.
Ability to gather and analyse information from the client.
Ability to identify and respond appropriately to an individual client’s level of understanding.
Ability to persuade and influence others

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