Job purposeAs an Account Handler, you will be required to provide professional advice and service to all clients.Effectively manage policy events following compliant processes ensuring that all customers are dealt with professionally and fairly. To assist Account Executives with the retention of existing customers and supporting to win new customers by continual development of relationships and delivery of customer service standards.Key Responsibilities
1. Assist Account Executives to contribute to growth and development of the company with allocation of clients by identifying uninsured areas to ensure adequate and relevant insurance covers and risk management / loss adjuster services are provided to meet the risks faced by client business.
2. To ensure clients have adequate and appropriate insurance covers.
3. By assisting generation of new customers wherever possible with commitment, support and development of the business strategy.
4. Provision of professional advice and service to client.
5. Provision of quotations as directed.
6. Renewal procedures to be followed per Group Broking Procedures provided.
7. Group accounts procedures and queries to be complied with.
8. Post processing within timescales, Group Broking procedures and to company standards.
9. Computer records, accurate creation and maintenance ensuring completeness.
10. Intelligent labelling of system entries.
11. Prepa...