Insurance Account Handlers

Kenect Professional; Shenstone; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading insurance broker in Lichfield is seeking experienced Commercial Insurance Account Handlers for a permanent position. You'll benefit from a competitive salary, excellent development opportunities, and a supportive team environment, handling diverse insurance portfolios while delivering exceptional client service.

Benefits

25 days annual leave + 1 day for Christmas Eve or NYE

Pension Scheme

Free Parking

Private Medical (after probation)

Death in Service

Supported progression towards Insurance qualification

Qualifications

• 2 - 5 years' experience in Commercial insurance from a Broker background.
• Focused on delivering excellent customer service.
• Experience with Acturis beneficial but training available.

Responsibilities

• Handle commercial & personal insurances from policy inception to finalizing cover.
• Obtain quotations and manage client policy records using Acturis.
• Negotiate favorable policy terms and respond to client queries.

Skills

Customer Service

Proactive Relationship Building

Critical Thinking

Problem Solving

Knowledge of Current Insurance Market

Education

Insurance Qualifications

Tools

Microsoft Office

Acturis

Job description

Commercial Insurance Account Handlers

Lichfield, WS13

Salary: GBP30,000- GBP45,000 per annum (DOE) plus benefits

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.

Benefits:

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
• Obtaining quotations from insurer portals, Acturis quote system & manual marketing
• 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
• Preparing meeting notes
• 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
• Insurance Qualifications are desirable

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.