Commercial Insurance Account Handler - Canterbury
Our client is a Leading Independent Chartered Insurance Broker operating from multiple sites throughout the UK. Focused on delivering exceptional service to customers and developing our people they are looking for an additional resource in our office in Canterbury.
The Role
- Arranging and securing appropriate cover for new business and renewals, including recognising, and highlighting cross-sell opportunities or uninsured areas, and involving key stakeholders throughout the process.
- Responsible for assigned renewals, MTAs, and quotations in accordance with the company renewal process and placement strategy.
- Understanding clients their risk exposures and insurance needs.
- Dealing with insurers and brokers regarding quotations, policy and claims queries in accordance with the company's service level agreements.
- Accurately maintain all records on relevant systems for audit, compliance, and workflow purposes.
- Manage Aged Debtors within the agreed service standards, escalating to key stakeholders where applicable, ensuring the client has the most appropriate method of premium finance available to them.
- Deal with claims according to our procedures as they arise and refer to our in-house claims team where specialist knowledge is required
- Build, Manage and maintain relationships with internal and external brokers, to deliver strategy and increase opportunities.
- Attend conferences and events to build relationships with industry partners and keep up to date with new trends.
The Candidate
- To be a strong communicator with the ability to manage internal and external relationships
- To have strong influencing, negotiating, problem solving and analytical skills
- To be highly organised
- To be target driven and highly motivated
- To be a team player with a can-do attitude
- Adaptable, focused, and professional
- To be able to quickly develop a knowledge and understanding of company processes and business goals
- To recognise the importance of self-development, and to ensure all learning and development modules are up to date
Skills and Experience
- A good level of knowledge of the Financial Services market and regulatory framework
- To have a sound understanding of commercial clients and their insurance needs
- To have broking skills and a detailed knowledge of the core range of policies
- The ability to achieve and maintain a high level of customer service at all times
- A good knowledge of the core range of available insurance policies
- Knowledge and use of key insurer products and solutions'
- To be able to quickly develop a knowledge of operating structures, processes, and objectives of the client's business.
- Sales and service process knowledge, particularly sales through service
- Use of account management systems and Microsoft Office. Previous experience of Acturis is desired
- To be able to quickly develop a knowledge and understanding of company processes and business goals