Senior Commercial Account Handler - Evesham
The Role
- The administration of clients' insurance requirements daily including, general enquiries, renewals, midterm adjustments, obtaining quotations and accounting procedures.
- To achieveagreed individual forecasts, plans and targets for growth, for the development of existing andnew customers.
- Provide prompt advice to new and existing customers regarding their
insurance needs and risk management issues.
- Liaise as appropriate with insurers in relationto customers and liaison with the allocated client account executive.
- Adherence to regulatory and compliance requirements.
Role and Responsibilities
- Arranging and securing appropriate cover for new business and renewals, includingrecognising, and highlighting cross-sell opportunities or uninsured areas, and involvingkey stakeholders throughout the process.
- Responsible for assigned renewals, MTAs, and quotations in accordance with thecompany renewal process and placement strategy.
- Understanding clients their risk exposures and insurance needs.
- Dealing with insurers and brokers regarding quotations, policy and claims queries inaccordance 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 ofpremium finance available to them.
- Deal with claims according to our procedures as they arise and refer to our in-houseclaims team where specialist knowledge is required
- Build, Manage and maintain relationships with internal and external brokers, to deliverstrategy and increase opportunities.
- Attend conferences and events to build relationships with industry partners and keepup to date with new trends.
- Effectively promote the company brand, product range, propositions and key
differentiators to leverage commercial opportunities.
Education / Qualifications
- Desired: Minimum Cert CII
- To achieve Certificate in Insurance status within two years of starting with the company