Commercial Account Handler.
Job Title: Commercial Account Handler
Package: GBP20,000 - GBP30,000
Industry:Insurance, Broking, Account Handler
Job Type: Permanent
To offer a comprehensive insurance service to existing and potential new customers. This will involve providing quotations on all types of Commercial Insurance, via the telephone, face to face or in writing, placing cover when instructed, inviting and confirming renewals and dealing with mid-term adjustments.
Provide new business quotations on request, providing relevant advice, information and guidance.
Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created.
Take instructions from existing customers in respect of alterations to current policies, ensuring insurers are notified and records updated
Offer renewal of existing clients policies with current insurer or move to new insurer, as appropriate.
Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed.
Control your own diary system, ensuring all items are followed up by the due dates.
Maintenance of up to date client records on the company electronic filing system.
Provision of risk management advice and risk prevention information/requirements in conjunction with or adherence to Insurers.
Assist, when required, with the Accounts function of the business in carrying out credit control with relevant customers.
To accompany Account Executives on client visits when required to.
Qualification requirement: Cert CII
A minimum of 3 years experience in a similar role
Strong interpersonal skills and excellent communication skills, particularly over the phone
Ability to work efficiently under pressure
Excellent planning, ...