SME Commercial Account Handler

Role: SME Commercial Account Handler
Salary: GBP25,000 – GBP30,000
Location: Surrey
Job type: Permanent
Industry: Insurance

Our client is currently seeking an Account Handler to join their Office in Surrey, with occasional visits to their other offices.

Job Purpose:

– Provide a day-to-day technical, competent, responsive and efficient administrative service to clients
– Client retention through the provision of a professional service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium
– To comply with regulatory requirements, industry codes of practice and the Companys own procedures and rules
– Must work on the principle of treating customers fairly and behave in an ethical manner.

Job Responsibilities:

Renewals

– Liaise with Manager as to method of obtaining renewal information and preparation of renewal questionnaire
– To prepare complete, clear and accurate broking presentations in line with departmental standards, so that negotiations with underwriters produce the most competitive premiums and best insurance coverage for clients
– To process renewal and all other invoices and documentation within the office timescales
– To ensure that declarations in respect of year end adjustable policies are collected as soon as possible after renewal

Day to Day Servicing:

– To ensure that all additional cover requested during the year is advised to insurers immediately and confirmed in writing
– To keep Manager informed of significant developments
– To check and process policy documents/endorsements, together with invoices for accuracy prior to dispatch to clients
– To ensure that all records (file and computer) are accurate during the currency of the insurance to reduce Errors & Omissions exposure
– To ensure records are archived as appropriate
– To provide risk management data in an agreed format
– To refer all complaints to the Complaints Officer immediately
– To refer any potential Errors & Omissions immediately to Director and or Compliance Manager

General:

– To provide a positive contribution to the team objectives
– To answer the telephone, ensuring that information given is accurately recorded
– To make records of all conversations and meetings with customers and/or insurers, or other relevant business contact
– To update knowledge of insurance market as & when developments occur
– To continue improvement in technical insurance knowledge
– To liaise with accounts department as and when required
– To carry out tasks which from time to time may reasonably be requested by a senior member of staff
– To ensure self-development through attendance at Technical Seminars, Courses, Professional Studies etc.
– To ensure diary checks are maintained
–

Experience & Skills:

– Minimum of 3 years in the insurance industry preferably with Commercial experience
– Acturis system – useful but not essential
– A background in on-line broking systems is required
– Excellent and accurate administration & communication skills
– Networking / influencing skills
– Problem solving ability
– Ability to utilise IT for maximum advantage

If you have the relevant experience please do not hesitate to contact us now on 01992 445 710 or email us at admin@lawesgroup.co.uk.

Please Note: Due to the sheer volume of applications we receive, we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful.

Dont miss out on new opportunities, visit our website now! www.lawesrecruitment.co.uk