Lichfield office based 5 days per week
Free Car parking
27 days holiday to include their Birthday off
Upwards of £40k (salary negotiable for the right candidate)
Minimum of 5 years' experience of handling multi risk accounts
Acturis preferred, but not essential
Overview of Job Specification
SENIOR ACCOUNT HANDLER
JOB DESCRIPTION
1. Account Handler for all types of commercial & personal insurances ranging from single policy to business portfolios (e.g. Motor, Motor Fleet, Commercial Combined, Household, High Net Worth, Travel, Liability, Property, PI, LE, Marine etc.) for new business, adjustments and renewals
2. Obtaining quotations from insurer portals, Acturis quote system & manual marketing
3. Adding client policy records to Acturis
4. Updating Acturis policy records with any changes
5. Ownership of policy from start to finalising cover
6. Checking policy cover and endorsement wordings
7. Invoicing new business, renewals, mid-term adjustments
8. Responsible for creating and managing own tasks with regular updates to clients & Directors
9. Hands-on approach with insurers, clients & Directors
10. Responding to all email and phone queries in a timely manner
11. Writing letters to clients
12. Independent working and learning
13. Negotiating favourable policy terms on behalf of clients
14. From time to time, attending client meetings off site
15. Preparing meeting notes
16. Efficient use of Acturis system (full training will be given)
17. Submitting a weekly work return
18. Working as part of a team
19. Critical thinking and problem solving
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