Job title: Commercial Account Handler
Salary: Up to £45,000 DOE
Location: Suffolk
OVERVIEW
We are seeking an experienced Corporate Account Handler to join our client's successful Corporate division in Suffolk. As part of their fast-paced and collaborative team, you will be responsible for ensuring effective servicing of client accounts from a client advisory perspective. Reporting directly to the Operations Director, you will work with experienced Account Executives to provide outstanding service to their clients.
RESPONSIBILITIES
1. Create documents for new customers about their insurance requirements.
2. Obtain renewal terms for customers and research suitable alternatives to produce presentations.
3. Coordinate all renewal quotes for existing customers along with any mid-term adjustments to be considered.
4. Ensure all customer details are recorded accurately and entered onto the system in a timely fashion.
5. Manage insurer queries in relation to customer policies, confirm cover with relevant insurers, process policies, and chase up outstanding documentation when required.
6. Secure delivery of policy documentation from insurers and check prior to approval and release.
7. Deal with account queries and credit control matters, highlighting any concerns to account managers in ...