Xenia Broking – Halifax, Borough of Calderdale
Xenia Broking Group are seeking to hire an organised and customer-focused Account Broker to work with the team in our busy and dynamic office in Halifax or Manchester. This is an office-based role supporting the Account Managers. You will be a day-to-day point of contact for clients in relation to basic policy administration.
Duties include:
1. Supporting clients with credit limits, policy documentation, dealing with overdue accounts, claims, declarations of turnover, accounting queries, processing of no claims/low claims bonuses.
2. Establishing and maintaining client records in hard copy files and Goldmine database.
3. Supporting/advising clients with credit limit applications, appeals and monitoring progress of these.
4. Advising clients in relation to reporting of overdue accounts.
5. Supporting clients in relation to submission and negotiation of claims.
6. Advising clients in relation to declarations of turnover and submission of these as appropriate.
7. Supporting clients in relation to accounting queries – premium payments, policy adjustments etc.
8. Supporting colleagues in relation to management of renewal negotiations.
9. Undertaking discussions with Underwriters, as appropriate, in relation to all of the above.
About you:
1. Excellent organisational skills and good attention to detail.
2. Adaptable and able to manage multiple tasks within a high pressured environment, including working to tight deadlines.
3. Great communication skills and customer-focused.
4. Accurate record keeping.
5. IT literate with knowledge of Word, Excel, PowerPoint and Outlook are essential.
6. At least 1 years' experience in Trade Credit insurance.
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