Junior Account Handler

To be part of a busy new business team that deal with commercial care insurance. This will cross a whole range of policy types including Commercial Combined, Management Liability, Cyber, Medical Malpractice and more.

Responsibilities to include dealing directly with New Business enquiries across the healthcare sector and managing the process from the collection of information stage to dispatch of policy documents and invoice.

Liaising directly with clients and wholesale brokers to effectively discuss the demands and needs of the insureds, types of policies required etc

Ensure that responsibilities are completed in accordance with Company and/or Group policies to achieve targets, develop the business and deliver an excellent and comprehensive service.

Key Responsibilities / Accountabilities

Clients
• Develop and maintain good working relationship with clients and wholesale brokers
• Develop good relationships with insurers
• Ensure transactions are conducted with full transparency & accuracy
• Deal with incoming correspondence from clients, insurers and wholesale brokers
• Behave with all clients (both internal and external) fairly and ethically
• Be able to deal effectively under pressure

Administration
• Technical duties (including data entry, credit control, chasing subjectivities)
• Ensure up to date records are maintained at all times on the Company systems
• Ensure that the correct coverage is provided and clients are informed of changes
• Adhere to all delegated authority contract requirements in relation to scheme business

Compliance
• Ensure compliance with all applicable Company and/or Group policies and procedures
• Ensure correct authorisation is obtained and processes followed when required by the Company and /or Group policies and procedures
• Ensure compliance with legal and regulatory requirements
• Ensure that own performance, HR and T&C records are up to date and meet the Company and/or Group’s requirements
• Maintain complete & accurate records and deal with correspondence appropriately
• Ensure compliance with Anti Bribery and Corruption policy and procedures

Skills and abilities needed to perform role
• Ideally 1-2 years previous insurance experience but training will be provided, preferably with some sales experience.
• To be able to work effectively with fellow account handlers and lead management team
• Strong communication skills with both clients and other team members
• IT Literacy with a working knowledge of Word and Excel required.
• Good organisational skills and ability to multi task and plan own workloads.
• Strong attention to detail and ability to produce accurate work under pressure.
• Good telephone skills

Professional Qualifications
• Qualified to CERT CII level or above or progression towards gaining professional qualifications is desired but not essential - achievement to be supported in accordance with Group Policy if not held