Commercial SME Account Handler

Job Title: Commercial SME Account Handler

Location: Surrey

Full/Part Time: Full Time

We are on the hunt for an Account Handler to support our clients team for the administration of clients’ insurance requirements, including general enquiries, renewals, mid-term adjustments, obtaining quotations and invoicing of premiums. Dealing with our SME clients, you will have a passion for providing excellent service to your clients. Please note this is a full-time, permanent opportunity. You will be based in our clients Surrey office and ideally be onsite for 3 days per week on average.

Overview:

• Assist in achieving Group/Division 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 and action meeting points (if applicable).
• Undertake market exercise to establish most competitive terms available.
• Obtain renewal terms and present to client.
• Issue renewal documentation in line with contract certainty.
• Ensure premiums are collected prior to the commencement of cover.
• Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
• Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.
• Produce accurate and professional documentation at all times.
• Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
• Actively cross-sell products from other Divisions.
• Liaise with and assist other branches and Group Resources as necessary.

Knowledge:

• Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR.
• Must have a minimum of 2 years experience dealing with SME or commercial clients.

Skills:

• Good level of technical insurance skills, to be assessed by regular in-house testing.
• Accuracy and attention to detail.
• Ability to process work quickly and efficiently.
• Ability to prioritise work and meet deadlines.
• Good negotiation and broking skills.
• Excellent oral and written communication skills.
• Ability to gather and analyse information from the client.
• Ability to identify and respond appropriately to an individual client’s level of understanding.
• Ability to persuade and influence others.