Location: Kent /Hybrid – Onsite for 2 – 3 days per week on average.
PURPOSE OF ROLE
As a New Business Account Handler, you will be responsible for prospecting, generating leads, developing business, and winning clients within the Motor Trade insurance sector. You will also be expected to build and maintain long-lasting relationships and identify new business opportunities.
RESPONSIBILITIES
* Assist in achieving new business targets through converting incoming warm leads and self-generated lead work.
* Liaise effectively with the Account Executive to ensure an appropriate strategy for winning new business.
* Undertake market exercises to establish the most competitive terms available.
* Ensure premiums are collected prior to the commencement of cover and in line with procedures.
* Record all relevant information, correspondence, and documentation on Acturis and make effective use of the diary system.
* Produce accurate and professional documentation at all times using relevant Howden templates.
* Actively cross-sell products from other Divisions.
* Refer all queries that fall outside own experience, knowledge, and authority to senior staff.
QUALIFICATIONS
* Minimum of 2 years’ experience in providing specialist advice in the insurance market.
* Cert CII
EXPERIENCE
* Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR.
* Knowledge of motor trade insurance or High Net Worth within motor insurance is desirable.
* Acturis Knowledge is preferred.
SKILLS
* Good level of technical insurance skills, to be assessed by regular in-house testing.
* Accuracy and attention to detail.
* Ability to process work quickly and efficiently.
* Good negotiation and broking skills.
* Excellent oral and written communication skills.
* Ability to gather and analyze information from the client.
* Ability to identify and respond appropriately to an individual client’s level of understanding.
* Ability to persuade and influence others.
DAY-TO-DAY
* You will be based in our Maidstone office and ideally be onsite for 2 – 3 days per week on average.
* The role may require occasional travel for client visits, off-site training, and other meetings as and when required.
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