Account Handler (Commercial)
Verlingue have established Client Services teams in Manchester. Currently the Commercial team work with premium of up to £10,000 & generally with two preferred Providers. The volume of business is rising rapidly and career opportunities within Manchester and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.
Main purpose of job
To provide a quality service to clients in respect of renewal and new business insurance arrangements advising, arranging, and securing appropriate cover for our clients’ demands and needs.
Salary: Up to £27,500
Location: Manchester
Benefits: Competitive salary, 25 days holiday, 6% employer contribution pension scheme, buy & sell holiday scheme, cash plan, life assurance (4x basic salary), income protection, private medical insurance (when eligible), hybrid working, discounted insurance, EAP
General Responsibilities
Maintaining relationship, interaction and liaising with insurers on day-to-day basis
Maintaining relationship, interaction and liaising with insurers on day-to-day basis
Processing MTA’s and administration
Ensuring all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures and full utilisation of Acturis
To answer the telephone, ensuring that information given is accurately recorded
To update knowledge of insurance market as & when developments occur
To continue improvement in technical insurance knowledge. A minimum of Cert CII will be required within 12 months of employment
To liaise with accounts department as and when required
New Business
Broking clients under £10k premium (or passing to Corporate) and Scheme / Facility business
Invoicing
Policy wordings – checking correct and suitable for client demands, needs and cover requirements
Risk Register production
Renewal Business
Updating records with any changes to client demands, needs, cover requirements, Fact Finds and underwriting information.
Production of initial draft Broking presentation for Broker.
Pipeline register completion
Obtaining terms from holding insurers
Renewal Report production
Invoicing
Premium finance negotiation and administration
Risk Register production
Policy wordings – ensuring correct and suitable for client demands, needs and cover requirements
Person Specification
Previous experience in the insurance industry preferably with the Commercial Client Servicing experience
Good working knowledge of the Acturis system
Good working knowledge of on-line broking systems
Good working knowledge of General Commercial Lines business and the Broking market
A willingness to pursue professional qualifications
A Can-do attitude with good communication skills, both written and verbal
Excellent and accurate administration
Ability to utilise IT for maximum advantage
Drive to achieve results, solve problems and deliver service and ability to work to deadlines
Good relationship building and influencing skills
Aligned with the Verlingue values and behaviours
Cert CII - desirable
REF-(Apply online only)