Job Responsibilities
* Generate documents for new customers, as well as any mid-term adjustments and renewal information.
* Record all customer details accurately and input them into the system promptly to maintain data integrity.
* Obtain renewal terms for customers, exploring alternative options before providing the optimal solution.
* Prepare renewal closings based on meeting minutes and ensure coverage is bound by the renewal date.
* Address insurer and customer queries regarding their policies. Confirm coverage with relevant insurers, process policies, and follow up on outstanding documentation as needed.
* Handle account queries and credit control matters, highlighting any concerns as necessary.
* Adhere to fundamental legal and regulatory policies related to internal policies and the insurance contract as required.
Experience and Requirements
* Candidates should have previous experience handling commercial lines insurance business, ideally gained in a broking, MGA, or insurer environment.
* Knowledge of managing mid-market to corporate clients would be beneficial, although candidates from SME backgrounds who aspire to work with larger clients will also be considered.
* Previous experience in the insurance industry is essential, along with a track record of working towards targets within a regulated, measurable framework and achieving SLAs.
* Candidates should demonstrate risk awareness in handling customer information and prioritize a customer-centric approach, always aiming for the best possible outcome for our clients’ customers.
* They should be diligent and process-driven, able to meet deadlines, task-focused, results-oriented, and proactive in assisting team members.
* Excellent communication and interpersonal skills are necessary, with confidence in building and maintaining rapport.
* Strong planning and analytical skills, with a keen eye for detail and accuracy, are also essential.
* Proficiency in MS Office is required, and experience with Acturis would be advantageous.
* Applicants must be eligible to work in the UK.
Qualifications
* Holding or working towards one of the Chartered Insurance Institute Qualifications, Cert CII, Dip CII or ACII.
* Educated to GCSE standard or equivalent, with an intermediate knowledge of the commercial insurance industry.
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