A fantastic opportunity has arisen for an experienced Account Handler to join a company that is going through a period of growth.
Hours: 9 - 5 (Monday to Friday)
If you have circa 2 years worth of experience in a similar Account Handler role and a desire to learn, then the company will offer you all the support and training you will need.
Account Handler Role Summary:
1. Address client and insurer requests promptly, exceeding service standards and following Company procedures.
2. Negotiate renewals with insurers to achieve favourable outcomes for clients, maintaining high renewal retention rates.
3. Conduct active housekeeping of Task Management, issuing client invoices promptly, and addressing outstanding activities.
4. Ensure prompt debiting of renewals and new business and actively participate in setting up finance agreements, promptly addressing any account queries.
5. Assist Account Executives in broking and placing new clients, contributing to overall team success.
6. Identify and pursue cross-selling and upselling opportunities for appropriate products to existing clients.
7. Deliver superior service by keeping promises, meeting deadlines, and ensuring professional communication.
8. Contribute to developing and implementing operational improvements company-wide.
9. Maintain files appropriately for easy accessibility by others and assist colleagues with their workload as needed.
10. Comply with regulatory requirements and industry codes of practice, including CII Code of Ethics, and the Company's procedures and rules.
11. Always ensure fair treatment of clients and manage potential conflicts of interest.
12. Maintain and develop personal knowledge and skills through Continuing Professional Development (CPD), internal and external training sessions, and staying updated on technical, legal, and market developments.
Candidate Profile:
1. A minimum of 2 years of broking experience.
2. Knowledge of Property, Package Policies, and Contractors All Risk, Commercial Combined.
3. Strong interpersonal skills and excellent communication skills, particularly over the phone.
4. The ability to work efficiently under pressure and prioritise your workload.
5. Excellent planning, organisational, and time management skills.
6. Be a good team player with a drive to succeed.
7. Negotiation skills.
8. Acts compliantly with a good understanding of regulatory requirements.
9. IT literate with client systems and Microsoft packages.
10. Ideally, be qualified to Cert CII level or be prepared to attain this with support from the business.
11. Delegated Authorities - Understand the responsibilities inherent in acting on insurers' behalf and implementing, ensuring compliance with regulations and insurer agreements.
This is an excellent opportunity and there will be the opportunity to work hybrid after a period of training.
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