We are delighted to be working exclusively with a leading, professional insurance broker based in Birmingham City Centre. They require an additional insurance account handler due to continued growth and internal promotion.
The duties and responsibilities include:
Provide day to day service to meet client requests and requirements in order to retain existing allocated clients, working at moderate or high degrees of pressure according to targets and workload.
Will exercise considerable discretion and independence under general guidance but refer to higher levels when required.
Produce fact-finding documents or supporting documentation to assist the periodic customer review process.
Identify additional opportunities for profitable growth by recognising client exposures and recommending cover enhancements.
Negotiation of competitive terms with the product/service providers in order to satisfy client requirements.
Handling invoicing of all premiums due, including effective credit control where necessary.
Handle the small portfolio of connected High Networth business with the Account Executive.
Manage portfolio of SME clients where no visit is required.
Check all client documentation for accuracy prior to issue to the client.
To take and action instructions relating to the provision of cover.
To ensure all communications are accurately recorded against client records.
Ensure company procedures are followed, in order to adhere with both quality standards and compliance regulations, in accordance with their authority.
Operate within the systems and procedures defined in the Company Procedures Manual, these have been designed around demonstrating Treating Customers Fairly and achieving Contract Certainty. These must be followed and documented accordingly, audits will be carried out to ensure compliance.
Liaise with the Senior Claims Handler in order to assist with Claims. Gain good understanding, including knowledge of legal process associated to claims.
Fully utilise the paperless office equipment, adhere to the systems developed for paperless storage.
Identify training requirements along with Director as part of the Performance Review Process for individual needs. Carry out training within timescales set and provide feedback via Course Feedback Form. Carry out online learning and assessments as set by the Company on Broker Assess. Maintain own CPD documentation/log via Broker Assess, ensuring this is up to date at all times.
Candidates will have a minimum of 3-4 years insurance broking experience with technical knowledge to handling commercial lines and HNW.
We endeavour to notify candidates on the outcome of their application. However, due to the volume of responses that we receive we cannot always guarantee this. If you do not hear from us within 48 hours, please assume your application has been unsuccessful on this occasion.
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