Account Handler

Reed; Croydon; On-site; GBP 40,000 - 50,000; Full time

Job summary

A growing insurance service provider in Croydon seeks an experienced Insurance Account Handler to offer tailored solutions to clients. Responsibilities include managing business, ensuring compliance with FCA regulations, and maintaining customer relationships. The role offers a salary between £40K-£50K per annum and 25 days holiday. Candidates should have excellent communication skills and a proactive approach to learning about insurance.

Benefits

25 days holiday

Professional development opportunities

Qualifications

• Experience in commercial and/or consumer insurance.
• Understanding of company-specific procedures.
• Ability to build and maintain relationships.

Responsibilities

• Ensure fair treatment of customers in company dealings.
• Deal with new business and renewals according to procedures.
• Record communications with insurers or customers accurately.

Skills

Expertise in FCA regulations

Excellent communication skills

Ability to manage workload

IT proficiency on MS Word, Excel, Outlook

Tools

Acturis

Job description

Are you an experienced Insurance Account Handler looking for a new career path with a growing company based in Croydon?

The main role is to ensure that clients receive the best insurance service possible by offering tailored solutions that meet their needs and budget. You will also look for opportunities to expand the business with existing clients by suggesting additional or alternative cover that might benefit them.

Salary - £40K-£50K Per Annum DOE
Monday to Friday 09:00-17:00
The office is based in Croydon (CR0)
Holidays 25 days per annum

Main Responsibilities and Duties

• Ensure the fair treatment of customers and prospective customers in all dealings with the company.
• Deal with new business, mid-term adjustments, and renewals, primarily in the construction market, according to company procedures and practice.
• Carry out instructions regarding the arrangement or amendment of insurance for clients, referring queries to the appropriate person when necessary.
• Deal with telephone enquiries promptly, referring queries to the appropriate person when necessary.
• Ensure that all communications with insurers or customers are accurately recorded on file or electronically, as per the company's procedures.
• Input new business, amendments, and renewals on Acturis to maintain accurate records.
• Exercise judgment when reviewing proposals, referring to a senior colleague or insurer when appropriate.
• Attach correct policy wordings to certificates, including any other relevant or required wording.
• Liaise with insurers, other company staff, and claims handlers when appropriate.
• Carry out other reasonably assigned tasks within the company.
• Carry out regular training to maintain competencies in accordance with FSA requirements.

Knowledge/Skills:

• Expertise in FCA regulations and guidance for commercial and/or consumer customers.
• Expertise in company-specific procedures and protocols.
• Excellent oral and written communication skills.
• Eagerness to keep learning about insurance and related topics.
• Ability to plan and manage own workload to meet deadlines.
• Ability to collaborate with colleagues when needed.
• Ability to build and maintain customer relationships.
• Ability to write effective letters and reports.
• Confident and proficient phone skills.
• IT proficiency on MS Word, Excel, Outlook, and Acturis (beneficial but not required).

If you are interested, please apply as soon as possible.