Our client a very fast growing commercial brokerage is seeking an additional SME Account Handler
The function of the role includes being:-
Responsible for providing a customer service, expert and prompt advice and support to an allocated client base.
Carrying out administration support to other Brokers and Management as required.
Must be able to work in line with Company best practice and FCA legislation.
To ensure and work towards company objectives that will provide towards the delivery of agreed departmental strategy and team goals by adding value to the company overall Liability for cash / stock deficiencies or responsibility for budgets / income
The ideal candidate will have a minimum of two years commercial SME Account handling experience
Progression with CII exams preferred but not essential
Please note that candidates may be required to travel to other offices and clients premises on occasion
Attendance at events may be required
Main duties / responsibilities in order of priority
Effective and timely communication with all clients - email, letters & telephone.
Review the demands and needs of all customers and advise on the appropriate insurers and cover
Prepare presentations, renewal reports as required
Build relationships with Key Insurers and knowledge of relevant markets
Assist on new placements & new product requirements
Checking and issuing of insurance documentation and inviting renewals
Complete various reports as required throughout the insurance cycle
Liaise as necessary with insurers in relation to client’s policies
To actively cross sell additional products and services
Maintain client files in keeping with company and FCA guidelines at all times
Maintain all Systems and applications to ensure up to date at all times
Actively clear aged debt and return premiums
Resolution of client issues and escalate where necessary a team player
Practical working knowledge of current FCA regulations
High personal drive and resilience
Ability to persuade, motivate, negotiate and influence
Continuous application of personal/professional
For more information on this role, please contact The Yes Agency. The Yes Agency is a registered insurance recruitment agency based in Manchester. Please note due to the amount of applications we receive, if you do not hear back from us within two weeks, then unfortunately on this occasion your application has been unsuccessful. For similar roles within insurance, please check out our website at www.theyesagency.co.uk
- Commercial Insurance
- Key Account Handling