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Sme account handler

Leeds
Lawes Insurance Recruitment
Account handler
Posted: 13 October
Offer description

Lawes Consulting Group is partnering with a leading commercial insurance broker in recruiting for an SME Account Handler to join their growing Leeds City Centre based team. Working with a broad range of commercial SME clients. This role involves, assisting clients with general cover enquiries, renewals, mid- term adjustments, obtaining quotations and invoicing of premiums. To be a success in this role, you will have a passion for providing excellent service to your clients.


Overview

* Undertake market exercise to establish most competitive terms available
* Obtain renewal terms and present to client
* Issue renewal documentation in line with contract certainty
* Ensure premiums are collected prior to the commencement of cover and in line with
* 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
* Produce accurate and professional documentation at all times using relevant
* Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium


Experience and Skills

* Must have previous experience dealing with SME or commercial clients
* Accuracy and attention to detail
* Ability to process work quickly and efficiently
* Ability to prioritise work and meet deadlines
* Good negotiation and broking skills
* Excellent oral and written communication skills

If you have the relevant experience or know someone that does please contact me now on 07527 068032or email us at admin@lawesgroup.co.uk

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