Household /HNW Accout Handler
Home Insurance Adviser reporting to the Household Department Manager
To provide a complete Personal Lines insurance service to existing and potential new customers.
This will involve providing quotations on all Home Insurance and High Net Worth policies via the telephone, face to face or in writing, placing cover when instructed, inviting and confirming renewals, dealing with mid-term adjustments and providing assistance with claims issues when appropriate. Working to achieve objectives periodically set in relation to renewal retention and new business targets set.
Duties and Responsibilties
Provide new business quotations for Home Insurance and High Net Worth policies on request, providing relevant advice, information and guidance to their needs.
Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created
Take instructions from existing customers in respect of alterations to existing policies, ensuring insurers are notified and records updated. If there is a cost to the adjustment then payment needs to be collected or the finance provider to be notified of this at the time of agreement
Offer renewal at least 21 days before the inception date of existing clients’ policies with existing insurer or transfer to new insurer, as appropriate. In each case, ensure relevant paperwork is completed, premium is collected and relevant records and diary entries are created
Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed
Control your own diary system, ensuring all items are followed up by the due dates, particularly in relation to outstanding documentation from clients or insurers, premium payments and cover notes needed. You need to diary up any chasing or further changes that are required to fulfil the clients change
Assist customers with enquiries relating to claims, either by direct involvement with the insurer concerned, if appropriate, or providing contact names and telephone numbers for customer own direct contact
Provide back up to the relevant colleagues in performing the daily and operational routines of the Company’s computer system
Any general duties that may be required by your Manager or the Directors in accordance with the nature of this job
The successful candidate will have up to date Household Insurance experience
Excellent Communication, IT & Customer Service skills.
Please contact us for further information.
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