SME Account Handler
16 days ago
Bury
Job title: SME Account Handler Salary: 35000 Location: Greater Manchester PURPOSE OF ROLE Were recruiting on behalf of a well-regarded insurance brokerage known for its strong client service and SME market expertise. Theyre looking for an experienced SME Account Handler to manage a portfolio of clients provide tailored insurance solutions and ensure high levels of retention and satisfaction. RESPONSIBILITIES • Manage a portfolio of SME clients providing expert advice and support on their insurance needs, • Handle renewals mid-term adjustments and new business quotations, • Build and maintain strong client relationships through proactive and responsive service, • Liaise with insurers to negotiate terms and ensure competitive and appropriate cover, • Ensure all client records and documentation are accurate compliant and up to date, • Respond to client queries by phone and email delivering prompt and clear communication, • Process and issue renewal and adjustment documents, • Prepare and present insurance quotations tailored to client requirements, • Update internal systems with accurate client and policy information, • Coordinate with insurers for quotes endorsements and claims updates, • Proven experience as an Account Handler within commercial or SME insurance, • Strong understanding of insurance products relevant to small and medium-sized businesses, • Comfortable managing a busy portfolio with minimal supervision, • Experience working with insurer portals and back-office systems, • Excellent communication and relationship-building abilities, • Strong attention to detail with sound administrative and organisational skills, • Confident negotiating with insurers and presenting options to clients, • Proficient in insurance systems and Microsoft Office, • Ability to prioritise meet deadlines and adapt to changing client needs Key Skills Accounting Software,Time Management,Accounts Administration,Accounts Receivable,Accounts Reconciliation,Administrative Skill,Leadership skills,Accounting & Finance,Accounts Management,Communication,Analysis Skills,Relationship Management,Team Player Spirit,Budgeting Skills,Accounts Payable Employment Type : Full-Time Experience: years Vacancy: 1