You will work very closely with expert Account Executives who will support and nurture you. You will service your client accounts within the renewals process. This could include administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation as required. As you can see, the role is highly varied and will help to broaden an already deep understanding of the insurance industry.
To be successful and make this role your own; you will have experience of working with clients and colleagues, demonstrate excellent customer service and possess the ability to negotiate.
In partnership with Insurance Account Executives, you will focus entirely on the support needs of your clients. This is why you will be a first class communicator and have the customer needs at the centre of your actions.
The role will mean creating renewal documents, handling the mid-term adjustments and also designing new quotes for customers. Strong administration skills will show us your true potential.
A key part of your role is to ensure all client details are recorded accurately and entered onto an in-house system quickly; this allows you to keep all client records accurate for audit purposes.
You should really adopt organisational excellence within the workplace, as your role will be about ensuring cover is in place by renewal date to meet your client needs. This will allow you to demonstrate your exceptional time keeping ability and your practical approach to multi-tasking.
Day to day you will look after Insurer queries for your clients' policies, assist your clients with their queries on a day to day basis relating to existing policies and liaise with insurers regarding potential changes and new terms for policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
You will handle account queries and credit control matters highlighting any concerns to account managers on time - Prepare Invoices, Registers and other documentations.
Understand and apply legal and regulatory policies as required, whilst aligning with the Professional Standards Manual.
Experience, Knowledge and Skills
Educated to GCSE standard or equivalent
Worked to targets within a regulated, measurable framework and achieved SLA’s
Handling UK Non-Marine Insurances such as Property, Liability & Motor Fleet risks
We are looking for you to be able to evidence rapport-building experience along with excellent communication and interpersonal skills and to have strong customer service focus
Are you risk aware in handling customer information? Are you able to identify potential risk/issues and seek advice/consultation when required by using due diligence? Do you have strong planning and analytical skills along with accuracy and attention to detail?
- Account Management
- Commercial Insurance
- General Insurance
- Key Account Handling
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