Commercial Account Handler

Full Job Description

Are you an experienced Insurance Account Handler looking for your next career opportunity? Or an Insurance Account Manager searching for a fresh and exciting environment?

We are looking for someone who has a keen attention to detail, who is confident and personable on the phone and ideally someone with a minimum of Personal Lines Insurance Experience.

• Full time - Permanent
• Monday to Friday
• 23k - 27k DOE
• Hybrid working opportunity

Responsibilities:

• Support Commercial Account Exec & Account Manager in respect of the monthly renewal process.
• Review and advise upon customers general and business insurance requirements.
• Help Commercial Account Exec & Account Manager to prospect new business opportunities but following up quotations following renewal reviews to ensure three touch points carried out.
• Acquire and maintain knowledge of our clients General Insurance products, as applicable to product licences.
• Act as Life Introducer to obtain appointments for Life Qualifier and meet Agency target.
• Develop and sustain effective working relationships with customers, all members of Agency staff.
• Implement customer money collection and processing procedures to maintain Agency credit control.
• Maintain record keeping requirements for your role.
• Monitor and arrange meetings in Commercial Account Exec & Account Manager's diary as necessary.
• Produce correspondence to required timeframes and quality standards.
• Perform other duties as assigned by Commercial Account Exec & Account Manager

What we require from you:

• Personal Lines Insurance Experience preferred
• Be able to communicate effectively, both written and verbal. This may include writing to customers such as post call letters.
• Be able to problem solve, use own initiative and judgement.
• Demonstrate attributes of honesty, integrity, due skill, care, and diligence.
• Possess good IT skills to use Word documents and specific Mutual systems for example, iFaces, iAchieve and TRACE.
• Customer service skills.
• Have basic knowledge of insurance.

INDCP