Insurance Account Handlers

www.topfinancialjobs.co.uk - Jobboard; Shenstone; On-site; GBP 25,000 - 40,000; Full time

Job summary

Une entreprise d'assurance bien établie à Lichfield recherche un Commercial Insurance Account Handler pour rejoindre son équipe dynamique. Le poste propose un salaire compétitif, des avantages tels que des congés annuels, un plan de pension, et une opportunité de progression vers une qualification en assurance. Réalisation de diverses tâches liées à la gestion des polices, l'invoicing, et le service client. Un environnement de travail stimulant, de l'indépendance et l'apprentissage sont offerts.

Benefits

25 jours de congés annuels

Caisse de pension

Stationnement gratuit

Médecine privée

Progression supportée vers qualification assurance

Qualifications

• 2-5 ans d'expérience dans l'assurance commerciale.
• Focalisé sur le service client.
• Proactif et confiant en relations clients.

Responsibilities

• Gestion des polices commerciales et personnelles.
• Mise à jour des enregistrements de politiques dans Acturis.
• Répondre aux requêtes clients par e-mail et téléphone.

Skills

Customer Service

Problem Solving

Negotiation

Tools

Acturis

Microsoft Office

Job description

09 00 (Monday to Friday)

PERMANENT OPPORTUNITY

The Company:

These are fantastic opportunities to join a well-established Insurance Broker based in the heart of Lichfield. They are currently seeking full-time, office-based, experienced Commercial Insurance Account Handlers to join their busy and vibrant team, offering a great place to further your experience and career.

Fantastic Salary

25 days annual leave + 1 day off for Christmas Eve or NYE plus Bank Holidays

Pension Scheme

Monday to Friday role

Free Parking

Private Medical (on completion of probation)

Death in Service

Supported progression towards Insurance qualification

Excellent travel links from Birmingham, our client is a 10 minute walk from Lichfield City train station.

Job Responsibilities:

• Account Handler for all types of commercial & personal insurances ranging from single policy to business portfolios ( e.g. Motor, Motor Fleet, Commercial Combined, Household, High Net Worth, Travel, Liability, Property, PI, LE, Marine etc ) for new business, adjustments and renewals
• Adding client policy records to Acturis
• Updating Acturis policy records with any changes
• Ownership of policy from start to finalising cover
• Checking policy cover and endorsement wordings
• Invoicing new business, renewals, mid-term adjustments
• Responsible for creating and managing own tasks with regular updates to clients & Directors
• Hands on approach with insurers, clients & Directors
• Responding to all email and phone queries in a timely manner
• Writing letters to clients
• Independent working and learning
• Negotiating favourable policy terms on behalf of clients
• From time to time, attending client meetings off site
• Submitting a weekly work return
• Working as part of team

Technical Knowledge / Qualifications:

• 2 - 5 years' previous experience within Commercial insurance from a Broker background is essential.
• Highly focused on delivering excellent customer service
• Proactive and confident in building and maintaining client and insurer relationships.
• Previous experience using Acturis software is beneficial but not essential as training can be provided.
• Critical thinking and problem solving
• Proficient in Microsoft Office
• Knowledge of Current Insurance Market

If you have not heard from us within 48 hours, then please assume you have been unsuccessful on this occasion.

This role is being advertised by Kenect Professional who are acting as an Employment Agency regarding this vacancy.