Credit Insurance Account Handler

Posted 13 May by Unity Resourcing


Our client is a trade credit insurance business who puts the customer at the heart of what they do.  They provide a bespoke service to meet customers’ needs, always delivering an exceptional level of customer service.  Due to expansion they are looking to recruit a Credit Insurance Account Handler to support their clients on a day to day basis.

This is a full-time role which is office based, working Monday to Friday 9am to 5pm.

The salary is between £22,000 - £28,000 depending on experience, the company offers 25 days holiday, pension, life assurance, car parking and is located near excellent transport links.  

Key duties include;

  • Very frequent daily email and telephone contact with insurers, clients and other professionals.
  • Online credit limit processing and rudimentary assessment of company financial statements.
  • Liaison with group colleagues to monitor and notifying insurers of reportable events on behalf of clients.
  • Preparing renewals
  • Assisting with the setup of new business
  • Monitoring and updating ongoing tasks, ensuring policy compliance and reporting
  • Claims reporting, preparation & monitoring, meaning strong numeracy and spreadsheet skills are essential
  • Maintaining accurate files, ongoing jobs and archives using in house CRM, document management & IT systems

Experience and knowledge preferred/required;

  • Insurance broking background (credit insurance ideal) or accountancy / credit control knowledge
  • Familiar with a small office working environment
  • A good working knowledge of MS office to an intermediate level
  • Client focused with strong relationship building skills
  • An aptitude to learn

Please apply via the link or contact Louise – Unity Resourcing for more information.

Reference: 37958659

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