|Job Title:||Senior Account Handler|
|Description:||Senior Account Handler - Kent
Senior Account Handler - Kent - Up to £24,000 plus benefits
Our client is actively seeking an experienced account handler for their expanding division.
Working in conjunction with Account Executives/Manager, provide a day-to-day technical, competent, responsive and efficient administrative service to clients.
Client retention through the provision of a professional service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium.
To perform duties in accordance with regulatory requirements and Company standards.
Main Responsibilities (within job title):-
Liaise with Account Executive/Manager as to method of obtaining renewal information and preparation of renewal questionnaire.
To prepare complete, clear and accurate broking presentations in line with departmental standards, so that negotiations with underwriters produce the most competitive premiums and best insurance coverage for clients.
Once the renewal is broked to provide the Account Executive with
information as required for a renewal visit/client contact.
Finalise renewal placing with insurers.
To process renewal and all other invoices and documentation within the office timescales
Ensure that declarations in respect of year end adjustable policies are
collected as soon as possible after renewal.
Prepare and issue up to date insurance register annually as necessary.
Day to day Servicing
To ensure that all additional cover requested during the year is effected with insurers immediately and confirmed in writing.
Keep Account Executives/Manager informed of significant developments
Check and process policy documents/endorsements, together with invoices for accuracy prior to receipt by clients.
Ensure that all records (file and computer) are accurate during the currency of the insurance to reduce Errors & Omissions exposure.
Ensure records are archived as appropriate.
Refer Complaints written/verbal to Line Manager and the Complaints Officer immediately.
Refer any potential Errors & Omissions to Line Manager.
Provide a positive contribution to the team objectives
Answer the telephone, using own judgement on the referral of callers to a senior colleague and ensuring that information given is accurately recorded.
Make written records of all conversations and meetings with customers and/or insurers, or other relevant business contacts
Maintain knowledge of insurance market.
Continue improvement in technical insurance knowledge.
Liaise with Accounts Department as required.
Carry out tasks which from time to time may reasonably be requested by a senior member of staff.
Training - Self development through attendance at Technical Seminars, Courses, Professional Studies etc.,
Maintain CPD records
Ensure diary checks are maintained
SLS Services Ltd operates & advertises as an Employment Agency for permanent positions and as an Employment Business for contract/temporary positions.
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