Insurance Account Handler
Salary: Not specified
Location: Brentwood, Essex
Job Type: Permanent
Ref: SJP230819
Long established Broker based in Brentwood.
The opportunity for an Insurance Account Handler is to look after a book of clients and handle HNW Personal Lines Business.
Responsibilities
1. Preparation of renewal schedules, contacting clients prior to renewal within required timescales.
2. Negotiate alternative quotes - prior to renewal dates - where appropriate.
3. Acting as broking assistant to the private client account executive.
4. Dealing with all documentation, invoices, credit notes, etc. ensuring a smooth and trouble-free renewal for the client.
5. Handling claims efficiently and within regulatory timescales.
6. Fostering good relationships with insurance companies and third parties.
7. Ensuring that the delegated authority under agency agreements are not exceeded.
8. Operating an effective credit control system and report as required.
9. Building and maintaining strong client relationships by delivering exceptional customer service and providing ongoing support.
Requirements
1. Excellent communication and interpersonal skills, with the ability to explain complex insurance concepts to clients.
2. Strong attention to detail and organisational skills.
3. Insurance industry certifications (e.g. Cert CII or Dip CII are welcomed).
A competitive salary package is offered to attract the right individual for this team.
Please submit your CV if you feel you have the relevant experience for the Directors' attention.
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