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Insurance Account Handler

Posted 2 February by Ideal Recruit Ended

The Commercial Lines Account Handler works closely with insurers, underwriters and clients to perform day to day servicing of assigned accounts in addition to winning new business.

Annual renewals (this is the main part of the role, responsible for overseeing all renewals for the commercial team).

Follow leads given to generate new business

Cross sell all products

Deal with claims passed by directors

Customer service from inception to sale completion

Assist Commercial team with property owners when required

Attend meetings

Weekly statement reconciliation

Sales - insurance products: travel, home, gadget, motor, high/mid net - unoccupied - none standard (i.e. flood)

Daily feedback to directors on sales results

Required skills

  • Commercial Awareness
  • Customer Service
  • Insurance
  • Renewals
  • Sales

Reference: 34387524

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