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Insurance Account Handler - High net worth and Commercial

Posted 25 September by YourRecruit Ended

Skills: insurance, account handler, commercial insurance, claim handling, renewals, manage client accounts, high net worth insurance

Hours: 9:00-17:00 Monday to Friday

Benefits: Flexible benefit allowance, 26 days holiday plus bank holidays, pension, insurance benefits, annual bonus

What will your working week be like?

The role of the Account Handler is to provide office based support to your assigned Account Executive in the day to day running of the client portfolio, including setting up all appropriate actions required for contract renewal. The Account Handler is the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties.

  • Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels
  • Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping consultants informed as appropriate
  • Co-ordinate administration of schemes including invoicing, membership data, claims data, communication materials and other associated queries
  • Prepare template client reports as request by Account Executive
  • Resolve any identified discrepancies in provider documentation before sending to clients
  • Proactively initiate & manage the gathering of relevant data for each client’s scheme renewal and ensure accuracy at all times & assist with the analysis of data as required
  • Attend internal & external provider and product training as required
  • Periodically attend client meetings with the Account Executive
  • Ensure that client records are accurate, up to date and in the correct format
  • Undertake ad hoc project work where required
  • Provide a proactive professional telephone handling service for both internal & external contracts, including clients, providers and colleagues
  • To pro-actively seek, recommend improvements to processes and service, participate fully in the implementation within the team and be ad advocate for change

Who will suit this role?

In order to be successful in this role you will have gained a minimum of one years’ experience within a similar role and industry:

  • Good working knowledge of Microsoft Office applications, specifically Word, Excel & Outlook
  • Quick & accurate keyboard skills
  • Knowledge of Customer Service principles and practices
  • Knowledge of Terms and Conditions, FCA regulations including Money Laundering and Data Protection and Treating Customers Fairly
  • Excellent communication skills including telephone manner
  • High standard of literacy & numeracy
  • Ability to work as a team and individually using common sense at all times
  • Good organisational skills and ability to priories workloads
  • High level of accuracy & attention to detail
  • Ability to retain & recall information and a good aptitude for problem solving
  • Strong team player with a passionate approach for work
  • Ability to assist with revenue maximisation by recognising potential leads
  • Good standard of general education

***For your information:

*Interested? Please send your CV in as a Word format only

**Please only apply if you are already eligible to work in the UK

***Not for you but you know someone suitable? Take advantage of the YourRecruit paid referral fee***

Keywords: insurance, account handler, commercial insurance, claim handling, renewals, manage client accounts

Due to the large numbers of responses we receive, despite our best efforts it is not possible to respond to every application. Therefore, only short-listed candidates will be contacted for this particular role and if you haven't heard from us within 7 days please assume you have been unsuccessful on this occasion. Please feel free however to apply for further roles and we will certainly keep your details on file and contact you with suitable vacancies.

YourRecruit Ltd does not discriminate on the grounds of age, race, gender or disability and complies with all relevant UK legislation.

Required skills

  • insurance
  • commercial insurance
  • renewals
  • account handler
  • claim handling

Reference: 33394077

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