Insurance Account Handler – New Business

Job Title: Insurance Account Handler – New Business
Location: Essex
Package: GBP24,000 – GBP30,000
Job Type: Permanent 

Our client is looking for an Insurance New Business Account Handler to join their team based in Essex. This is a great opportunity to be part of an established, growing broker.

Job responsibilities:

– Answer telephone calls promptly and effectively dealing with all enquiries in a professional and efficient manner
– Support all team members by answering telephones whilst they are not available and provide any additional support especially for New Business Executives whilst they are out of the office
– Assess nature of incoming quotation enquiry referring to Head of Corporate Sales any risk that may require Account Executive involvement. If there is a need for an executive visit, pass on the enquiry professionally and efficiently
Scheme enquiries:

– Acquire all the information necessary to calculate the risk premium using the pre-agreed rating schedule and assess risk suitability for the scheme
– If the risk is suitable, quote the premium by telephone and confirm in writing (as requested) by e-mail, fax or correspondence
– If risk falls outside the Account Handlers authority, refer to Director of Corporate Sales for quotation or guidance

Non-Scheme enquiries:

– Acquire all the necessary information and complete a New Business Presentation
– Submit the presentation to Insurers and obtain quotation(s)
– On receipt of quotation(s), quote the premium by telephone and confirm in writing (as requested) by e-mail, fax or correspondence
– Diary all quotations issued and pursue until acceptance/refusal received and then diary to pursue annually
– Update new business spreadsheet with full details and progress of quotations given
– Process incoming post allocated within 48 hours of receipt
– Deal with Client, Prospect, Intermediary and Insurer enquiries within 24 hours of receipt or as otherwise agreed with them
– Notify Insurers of changes and of new cover issued in the appropriate manner and within the appropriate time scales
– Obtain and submit completed Client documentation to Insurers promptly
– Process, check and dispatch policy documentation to Clients
– Create new policy computer records for any new risks allocated
– Update computer records following changes or amendment to risk details
– Issue cover, invoice clients, send proposal(s), pursue completed forms and ensure documents issued
– Issue short period extension of cover where appropriate, collect premiums due and fax cover-notes to locations or hire companies
– Pursue and secure, new business premiums utilising diary and resolve any outstanding new business debt highlighted through the monthly debtors meeting
– Ensure cover is maintained or extended as appropriate by issuing cover notes and taking action prior to expiry of cover or as required
– Process Premium Credit applications for new business
– Maintain an up to date daily diary system, taking effective steps to conclude outstanding issues
– Make cold calls to prospective clients using databases provided from a central source
– To work in line with Company best practice and FCA legislation
– To ensure and work towards company objectives that will provide towards the delivery of agreed departmental strategy and team goals by adding value to the company overall
Skills & Experience:

– Ability to work as a team player
– Practical working knowledge of current FCA regulations
– Experience of adhering to and maintaining systems and procedures
– Excellent interpersonal skills, including the ability to consult and influence at all levels
– Excellent communication skills, written and verbal
– Ability to develop effective working relationships externally and internally
– Personal effectiveness, including time management and priority setting
– High personal drive and resilience
– Ability to persuade, motivate, negotiate and influence
– Continuous application of personal/professional development
– Able to use own initiative
– Confidence when calling prospects

If you have the relevant experience or know someone that does please contact us now on 01992 445 710 or email us at admin@lawesgroup.co.uk

To view all Current Vacancies or for more information on our Refer a Friend scheme, contact one of our consultants or visit our website www.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.