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Account handler sme

Southampton
NRG
Account handler
Posted: 7 February
Offer description

Account Handler SME

About the role

Account handler- SME- Southampton

Due to continued growth and expansion, are seeking to appoint an experienced Account Handler, with a focus on a mix of Commercial and Personal Lines products. You will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance. Our Account Handlers ensure that a quality service is provided to all clients in accordance with their needs and requirements.

Key duties will include

1. Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role

2. Managing existing commercial & personal lines insurance policies

3. Completing premium financing arrangements where required

4. Advising clients on existing products in accordance with their needs

5. Ensure bad debt queries are dealt with efficiently and in line with company procedure

6. Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices

7. Handle any complaints in accordance with regulation, the Company’s Conduct Policy

8. Take part in tailored learning, training and assessment courses and identify further areas for own development as required

9. Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times

10. Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance

What we’re looking for

Our Account Handlers are vital in ensuring that clients have a professional and compliant experience. To be successful in the role, you must have the following skills.

11. Previous experience gained from working as an Account Handler in a similar broking environment

12. Working knowledge of most commercial and personal insurance products

13. Experience of working to high standards and FCA Compliance

14. Strong administration skills, coupled with a very keen eye for detail

15. Ability to prioritise and organise own workload to ensure deadlines are met

16. Numerical accuracy

17. Exemplary communication skills, in person, on the phone and via email

18. Strong time management skills, with the ability to meet deadlines

19. IT proficiency with the use of most MS Office products and ideally a broking platform such as Acturis

20. Regulatory and compliance awareness

What we offer

21. Competitive salary commensurate with level of experience

22. Company Pension scheme

23. Generous holiday entitlement & Birthday off

24. Death in service scheme

25. This is an office based role, covering Monday-Friday

NRG is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy

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Job Details

26. Posted: about 10 hours ago
27. Location: Southampton, England
28. Job Type:
29. Salary: £35,000 per year
30. Discipline:
31. Job Ref: 58811

Consultant

Sophie York

Recruitment Consultant - Insurance

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