Overview
Pollensa Insurance Services Ltd is a team of leading insurance experts with over 30 years of experience. We are dedicated to delivering exceptional service by putting clients at the heart of everything we do. Our team possesses extensive knowledge and experience in both the Financial and Insurance industries, allowing us to tailor insurance policies to meet the unique needs of each client.
Role Description
This is a full-time hybrid role for a Care Account Manager, based in Peterborough with some work-from-home flexibility. The Care Account Manager will be responsible for managing client accounts, developing strong relationships, and understanding client needs to tailor insurance solutions accordingly. Day-to-day tasks will include client communication, policy administration, resolving client inquiries, and providing exceptional customer service. The role also involves collaborating with other team members to ensure the delivery of tailored insurance cover.
Duties and responsibilities
* New business
* Renewals
* Mid Term Adjustments
* Claims
* Queries
* Premium financing arrangements
* Cover note issuance
* Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice.
* Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice.
* Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required.
* Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
* Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
* Actively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost effective cover.
* Promote and increase the use of in house premium finance, from insurer schemes.
* Support the Account Executive with duties where required.
Seniorities and employment
* Seniority level: Entry level
* Employment type: Full-time
* Industries: Insurance Agencies and Brokerages
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