We are looking for an experienced Account Handler to join our corporate team in Norwich.
Reports to: Corporate Team Leader
Working Hours: Full time, working Monday to Friday 9am to 5pm (with one hour unpaid for lunch).
Initially working full time in the office, a blend of office and home working will be available in line with the company Smart Working Policy upon completion of probation.
Key Responsibilities:
* Work planning: demonstrating the ability to plan and organise effectively in order to meet deadlines, successfully managing workload and priorities, assessing when additional support may be required and requested from a Manager or Director
* Ensuring all documents and correspondence are attached into the company system
* Attaining cross-sell / up-sell on policies
* Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
* Negotiating and inviting the renewal of allocated clients' policies
* Ensuring all client records reflect the current risk on cover at all-times, including accuracy of sums insured, perils, excesses, extensions and exclusions
* Provide administrative support for Account Executives as and when required when obtaining new business quotations and arranging cover
* Processing mid-term adjustments and quarterly declarations
* Dealing with clients’ day-to-day enquiries, responding promptly and managing expectations
* Referring to relevant Account Executives, Broking Technicians / Account handlers and Directors for any technical queries
* Providing support to team members to ensure client needs are met, particularly during peak periods or in times of holiday /absence.
* Maintaining an effective diary system
* Ensuring cover notes are issued where appropriate
* Creating a pre-renewal register for clients' review as requested
* Liaising with the Claims team for claims queries / reports
* Creating all invoices and relevant credit notes for new business, renewals, mid-term adjustments, etc. in line with the Broking Manual
* Actioning meeting minutes from Account Executives and updating the system accordingly
Additional Responsibilities
* If requested, obtaining claims experience, renewal information, and gaining and presenting terms to Account Executives or clients as agreed
* Business awareness: demonstrating an understanding of how your department operates together with the aims and objectives of the company
* Assisting in the training of new employees
* Completion of any reasonable request made of you by a Manager or Director
Requirements
1. At least 2 years’ experience working within Commercial Insurance
2. Working knowledge of Acturis would be useful but not essential
3. Good IT skills are essential
4. Ideally, the successful candidate will hold the Cert CII qualification or be working towards it.
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