Job Title: Commercial SME Account Handler
Location: Surrey
Full/Part Time: Full Time
Salary: £38,000
We are on the hunt for an Account Handler to support our clients team for the administration of clients’ insurance requirements, including general enquiries, renewals, mid- term adjustments, obtaining quotations and invoicing of premiums. Dealing with our SME clients, you will have a passion for providing excellent service to your clients. Please note this is a full-time, permanent opportunity. You will be based in our clients Surrey office and ideally be onsite for 3 days per week on average.
Overview:
*Assist in achieving Group/Division client retention targets by providing an excellent level of service.
*Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
*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.
*Actively cross-sell products from other Divisions.
*Liaise with and assist other branches and Group Resources as necessary.
Knowledge:
*Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR.
*Must have a minimum of 2 years experience dealing with SME or commercial clients. Skills:
*Good level of technical insurance skills, to be assessed by regular in-house testing.
*Accuracy and attention to detail.
*Ability to process work quickly and efficiently.
*Ability to prioritise work and meet deadlines.
*Excellent client service skills.
*Good negotiation and broking skills.
*Excellent oral and written communication skills.
*Ability to gather and analyse information from the client.
*Ability to identify and respond appropriately to an individual client’s level of understanding.
*Ability to persuade and influence others.
Qualifications:
*GCSEs A-C in Maths & English.
*Cert CII (desirable).
*Acturis ( desirable).
For extra information please contact:-
Email: