Are you an experienced Commercial Insurance Account Handler looking for an opportunity to develop and progress your career with an award winning Insurance Broker?
Your role:
The administration of clients’ insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.
Key Responsibilities :
• Assist in achieving client retention targets by providing an excellent level of service.
• Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary.
• Undertake market exercise to establish most competitive terms available.
• Obtain renewal terms and present to client.
• Ensure premiums are collected prior to the commencement of cover
• Prioritise and handle all work promptly and accurately.
• Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.
• Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premiums
About You:
Qualified to Cert CII or happy to achieve this qualification within 18 months
Superb communication and literacy skills with a tenacity to get work done quickly and efficiently.
Ability to negotiate and respond appropriately to a client’s level of understanding
Ability to persuade and influence others