Account Handler - Commercial Insurance
Job Market - Insurance
Account Handler - About the role
Issue broking presentations to insurers and chase up quotations on behalf of the Account Executive where required.
Produce formal client New Business & Renewal presentations.
Negotiating extensions with underwriters and additional premiums on MTAs.
Liaise with clients on a daily basis, answering incoming telephone enquiries and dealing with any necessary policy amendments as required, including the updating of the MID where necessary.
Chasing up clients for any additional information as and when required.
Account management including renewal chasers through to file closures.
Issuing Invoices, broker certificates and policy documentation.
Booking surveys on behalf of insurers and maintaining communication with clients on all requirements following issuance of survey reports.
Account Handler - Key requirements
Ability to manage your own time and prioritise work without supervision, to meet deadlines.
Attention to detail, numerate and accurate.
Organised and methodical approach to work and problem solving.
Good IT skills, including Microsoft Word, Excel and Outlook. Prior use of the Applied TAM System would be advantageous although not essential.
Strong contribution to the team through own ideas, initiatives and concepts.
The role will suit someone with a minimum 2 years’ experience working in the Commercial Department of either a regional or national broking house.
A thorough working knowledge of Commercial Insurance covers including, Material Damage, Business Interruption, Motor Fleet, Employers, Public & Products Liability, Professional Indemnity, Directors & Officers Liability would be highly advantageous.
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