An exceptional opportunity for an Insurance Account Handler to join our client who is a leading insurance broker based in Guildford. This is a chance to join a dynamic and ambitious Real Estate team known for their incredible energy, determination, and collaborative spirit.
The Role:
- Manage a portfolio of Real Estate clients.
- Creating documents for new customers, along with any mid-term adjustments and renewals information.
- Build strong relationships with clients and provide exceptional customer service.
- Identify and assess risk exposures to offer tailored insurance solutions
- Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date.
- Liaise with clients and insurers. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
- Deal with account queries and credit control matters highlighting any concerns.
- Apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.
The Ideal Candidate:
- Previous experience as an Account Handler (Personal Lines or Commercial) is preferable.
- Holding or working towards a Chartered Insurance Institute Qualification (Cert CII desirable).
- Educated to GCSE standard or equivalent.
- Proven ability to work to targets within a regulated environment and achieve SLA's.
- Excellent communication and interpersonal skills with a focus on rapport-building.
- Due diligence and process-driven with strong organizational and analytical skills.
- Highly accurate with a strong attention to detail and initiative.
- Experience using Acturis (full training provided if needed).
- Eligible to work in the UK.
The Package:
- Competitive salary dependant on experience
- Flexible working arrangements: 4 days in the office initially, moving to 3 days after 6 months.
- Opportunity to gain London market exposure (including 1-2 days per month in our client's London office).
- Support to achieve the CII qualification.
- 25 days holiday (with the option to buy an additional 5 days).
- Life Assurance and a comprehensive benefits package.
- Vibrant and supportive team environment with excellent training and development opportunities
At Insure Recruitment, we work with clients who are dedicated to building a diverse, inclusive, and authentic workplace. So, if you're excited about this role but your experience doesn't align perfectly with every qualification or criteria in the above description, we encourage you to apply anyway. You may be exactly what we're looking for in this or other roles.