Insurance Renewals Specialist

Anderson Scott Solutions Ltd; Telford; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Job summary

Anderson Scott Solutions Ltd in Telford is seeking a Renewals Account Handler to manage a portfolio of small and medium insurance clients. You will telephone clients before renewal, run a pre-renewal fact find, calculate renewal premiums and secure a further 12 months' cover.

You will cross-sell policies, meet KPI targets on renewal retention and rate changes, and provide a high-quality service covering all aspects of insurance arrangements.

Qualifications

• Experience in customer retention, service, account management, and insurance is preferred.
• Strong organisational and administrative skills.
• Excellent communication and interpersonal skills.
• Proficiency in using CRM software and other relevant tools.
• Attention to detail and accuracy.
• Ability to work effectively in a team and independently.
• Previous experience in the insurance industry is an advantage.

Responsibilities

• Handle a portfolio of smaller and medium sized insurance/clients.
• Telephoning clients prior to their renewal and conducting a pre-renewal fact find.
• Calculating and delivering renewal premiums.
• Negotiating and securing the business for a further 12 months.
• Agreeing payment methods and arranging finance of renewal premium, if required.
• Cross-selling policies the client does not currently have.
• Meet KPIrica on renewal retention, rate changes and cross-sell penetration.
• Provide a quality service to clients covering all aspects of their insurance arrangements and advise, arrange and secure the appropriate cover at a competitive premium.
• Take instructions relating to the provision of insurance cover from clients and senior handlers when appropriate.
• Check policy documents (including endorsements) for accuracy prior to receipt by clients.
• Obtaining quotations for both new and renewal business.
• Obtaining quotations and arranging cover.
• Verifying documentation and endorsements.

Skills

Customer retention

Account management

Insurance

Communication

Organisational skills

Teamwork

Tools

CRM software

Job description

Anderson Scott Solutions Ltd in Telford is seeking a Renewals Account Handler to manage a portfolio of small and medium insurance clients. You will telephone clients before renewal, run a pre-renewal fact find, calculate renewal premiums and secure a further 12 months' cover.

You will cross-sell policies, meet KPI targets on renewal retention and rate changes, and provide a high-quality service covering all aspects of insurance arrangements.