Senior Account Handler

Reed; Croydon; On-site; GBP 40,000 - 50,000; Full time

Job summary

A growing insurance company in Croydon seeks an experienced Insurance Account Handler. The role focuses on providing tailored insurance solutions and expanding existing client relationships. Applicants should possess knowledge of FCA regulations and strong communication skills. Competitive salary of £40K-£50K per year.

Benefits

25 days holiday per annum

Monday to Friday hours

Training for competencies

Qualifications

• Expertise in FCA regulations and guidance for commercial and/or consumer customers.
• Excellent oral and written communication skills.
• Eagerness to keep learning about insurance and related topics.

Responsibilities

• Ensure fair treatment of customers in all dealings with the company.
• Deal with new business, mid-term adjustments, and renewals according to company procedures.
• Input new business, amendments, and renewals on Acturis to maintain accurate records.

Skills

Expertise in FCA regulations

Excellent communication skills

Ability to manage workload

Customer relationship building

IT proficiency on MS Word, Excel, Outlook

Job description

Are you an experienced Insurance Account Handler looking for a new career path with a growing company based in Croydon?

The main role is to ensure that clients receive the best insurance service possible by offering tailored solutions that meet their needs and budget. You will also look for opportunities to expand the business with existing clients by suggesting additional or alternative cover that might benefit them.

Salary - £40K-£50K Per Annum DOE
Monday to Friday 09:00-17:00
The office is based in Croydon (CR0)
Holidays 25 days per annum

Main Responsibilities and Duties

• Ensure the fair treatment of customers and prospective customers in all dealings with the company.
• Deal with new business, mid-term adjustments, and renewals, primarily in the construction market, according to company procedures and practice.
• Carry out instructions regarding the arrangement or amendment of insurance for clients, referring queries to the appropriate person when necessary.
• Deal with telephone enquiries promptly, referring queries to the appropriate person when necessary.
• Ensure that all communications with insurers or customers are accurately recorded on file or electronically, as per the company's procedures.
• Input new business, amendments, and renewals on Acturis to maintain accurate records.
• Exercise judgment when reviewing proposals, referring to a senior colleague or insurer when appropriate.
• Attach correct policy wordings to certificates, including any other relevant or required wording.
• Liaise with insurers, other company staff, and claims handlers when appropriate.
• Carry out other reasonably assigned tasks within the company.
• Carry out regular training to maintain competencies in accordance with FSA requirements.

Knowledge/Skills:

• Expertise in FCA regulations and guidance for commercial and/or consumer customers.
• Expertise in company-specific procedures and protocols.
• Excellent oral and written communication skills.
• Eagerness to keep learning about insurance and related topics.
• Ability to plan and manage own workload to meet deadlines.
• Ability to collaborate with colleagues when needed.
• Ability to build and maintain customer relationships.
• Ability to write effective letters and reports.
• Confident and proficient phone skills.
• IT proficiency on MS Word, Excel, Outlook, and Acturis (beneficial but not required).

If you are interested, please apply as soon as possible.