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Corporate Account Handler

Allen Insurance Insurance Recruitment

Maidstone

Hybrid

GBP 30,000 - 40,000

Full time

4 days ago
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Job summary

A leading insurance recruitment agency is looking for an experienced insurance advisor to manage a book of 25-40 clients across various industries. This hybrid role requires at least 2 years of experience and a Diploma in Insurance. Responsibilities include advising clients on their insurance needs, processing renewals, and cross-selling services. Strong communication, negotiation, and attention to detail skills are essential for successfully managing client relationships.

Qualifications

  • Minimum of 2 years' experience in providing specialist advice in the insurance market.
  • Good level of technical insurance skills.
  • Ability to gather and analyse information from clients.

Responsibilities

  • Administer clients' insurance requirements daily, including renewals and quotations.
  • Provide high-level professional advice to clients.
  • Process work quickly and efficiently.

Skills

Communication skills
Negotiation skills
Analytical skills
Attention to detail
Technical insurance skills

Education

Diploma in Insurance
Job description

Book contains 25-40 clients, mixed industries, Commercial – Corporate is essential.

Supporting multiple Account Executives.

Hybrid – 2 days per week in the office, based in Maidstone

About the role
  • 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.
  • Provision of high level professional advice to clients.
  • Must have a minimum of 2 years’ experience in providing specialist advice in the insurance market.
  • Must be qualified to a minimum of Diploma in Insurance
  • 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.
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