£25K/yr to £45K/yr
Manchester, England
Permanent, Variable

Commercial Account Handler

Posted by Yes Agency.

  • To service the insurance needs of our existing customers within their insurance brokerage in Manchester, providing quality customer care, ensuring that documents are obtained and dispatched promptly, and all issues raised by the Client are effectively dealt with.
  • To support management and colleagues throughout the company, in their endeavors to achieve and surpass targets and provide a first class service at all times whilst adhering to all FCA principles and the specific requirements of:

EXPERIENCE NEEDED

A minimum of 12 months commercial insurance experience is a must

GCSES in English and Maths

Keen to progress with CII exams

THE ROLE IS OUTLINED BELOW

  • Contribute to the overall efficient running of the operation by providing support, advice and back up to all colleagues where appropriate.
  • To work in line with Company best practice and FCA legislation.
  • To ensure and work towards company objectives that will provide towards the delivery of agreed departmental strategy and team goals by adding value to the company overall.
  • Answering telephone calls promptly and effectively dealing with all enquiries in a professional and efficient manner.
  • Processing incoming post allocated within 48 hours of receipt.
  • Dealing with Client enquiries within 24 hours of receipt or as otherwise agreed with Client.
  • Telephoning/e-mailing clients, Insurers, Third Parties and other associated persons or businesses to effectively, professionally and efficiently resolve Insurance issues on behalf of our clients.
  • Generating system correspondence to Clients, Insurers, and Third Parties, to complete transactions in accordance with Client, Insurer and Company requirements.
  • Notifying Insurers of changes and of new cover issued in the appropriate manner and within the appropriate time scales.
  • Obtaining and submitting completed Client documentation to Insurers promptly.
  • Processing, checking and dispatching policy documentation to Clients.
  • Issuing new business quotations and documentation, process quotes and deal with the issues emanating from the quotation process.
  • Processing mid-term adjustments allocated.
  • Issuing Renewal Review Notices and documentation, process renewals and deal with the issues emanating from the renewal process.
  • Updating computer records following changes or amendment to risk details.
  • Re-broke risks obtaining alternative quotations at least 14 days prior to renewal date.
  • Issuing Renewal Review Notices and documentation and dealing with the issues emanating from the renewal process.
  • Pursuing and securing, outstanding, renewal premiums utilising the renewal chaser list, where appropriate.
  • Ensuring cover is maintained or extended as appropriate by issuing cover-notes and taking action prior to policy expiry or as required.
  • Creating new policy computer records for any new risks allocated.
  • Processing Premium Credit applications for renewals, new business and mid-term premium adjustments.
  • Pursuing and securing outstanding debts from debtors list and personal diary.
  • Maintaining an up to date daily diary system, taking effective steps to conclude outstanding issues.