Job Description
Title: Real Estate & Construction Account Handler
Location: Leicester / Birmingham
Salary: Negotiable + Benefits
Overview:
At Berkeley Insurance Group (part of Brown & Brown Europe), we are currently looking for an experienced Commercial Account Handler to join the professional and welcoming Real Estate and Construction team based out of the Leicester / Birmingham office. Berkeley Insurance Group's depth of experience enables the provision of independent advice and specialist expertise in various trade sectors. The objective is to provide unbiased and informed choices, fantastic customer service, and market buying power that delivers the right insurance protection.
The position will require:
Servicing existing Real Estate and Construction client accounts within the renewals process, including quotations, renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments, and preparing client reports and other documentation. You will need experience working as an Account Handler (commercial classes) and demonstrate a good understanding of customer service, negotiation skills, broking, and market awareness.
The day to day:
1. Work closely with Account Executives and Directors to provide the highest standard service to customers.
2. Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work and hand over to the relevant Account Executive/Director (if an allocated case).
3. Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
4. Give instructions to insurers.
5. Ensure mid-term adjustments and declarations are processed and records updated.
6. Maintain appropriate rating spreadsheets, calculate additional and return premiums, and understand competitive market rating.
7. Handle the invoicing of all premiums due.
8. Check all documentation (i.e., policies and endorsements) for accuracy prior to sending to clients.
9. Obtain quotations for any relevant new policies/renewals.
10. Be conversant with the Company Procedures manual and the requirements of the FCA and implement and maintain procedures as stipulated.
11. Be aware of market conditions and the strengths and weaknesses of competitors.
12. Visits to customers where agreed with the Account Executive.
13. Monitor trends, analyze results, and prepare feedback to senior staff.
14. Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience.
15. Carry out all duties and processes in accordance with the Rules of the Financial Conduct Authority (FCA) and any other applicable Codes of Practice.
16. Obey Company Rules and Regulations, based on the Berkeley Insurance Group Contracts of Employment and any other communications from the Company Management.
17. Be aware of Health and Safety requirements and avoid any actions or omissions that could create an unhealthy or unsafe environment for self, colleagues, customers, or visitors.
18. Strictly adhere to all Group protocols in respect of the use of technology and avoid misuse of the systems.
19. Maintain strict confidentiality in respect of all information arising from and in connection with the group and the Company.
20. Concentrate on self-improvement both technically and by quality and maintain a Continuous Professional Development (CPD) log as provided.
21. This will be fully supported by the Company and the Group.
22. Be aware of others' needs and strive to help colleagues improve their technical knowledge and quality of output.
23. Undertake any other duties in keeping with the nature of the position.
24. Be conversant with and adhere to the Company's Complaints Procedures.
What's on offer:
Competitive/Negotiable salary package & additional benefits
Joint Pension contribution scheme
Private Medical Scheme
Transport assistance
Your Experience:
Knowledge of UK commercial insurance broking, market practice, and technical matters. Classes of business offered by the Real Estate and Construction Division with reference to appropriate experts when the cover falls outside your own experience. Strong team player, who will work closely with immediate team and other colleagues and stakeholders. Sophisticated negotiating and influencing skills. Outstanding communication and presentation skills. Behaviour that inspires the trust and respect of teammates and key stakeholders. Committed to continuous improvement and to adopting new working practices to raise standards of quality and efficiency. Self-motivated and driven.
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