Account Handler - Hampshire, United Kingdom - Davies Resourcing

Davies Resourcing
Davies Resourcing
Verified Company
Hampshire, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Our Client is a leading award winning independent Insurance broker who due to increased business levels are seeking additional Insurance Account handlers for their Private client Household Insurance team

The duties and responsibilities on a daily basis include dealing with general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.


Experience & Professional Qualifications:


  • Must have a minimum of 2 years' experience in providing advice in the Personal Lines/Private Client Household general insurance market
  • Must be qualified to a minimum of Cert CII (or willing to gain the qualification within 18 months of joining).

Key Responsibilities:


  • Assist in achieving Group/Division client retention targets by providing an excellent level of service.
  • Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
  • Undertake market exercise to establish most competitive terms available.
  • Obtain renewal terms and present to client.
  • Produce and issue professional summaries and reports using the groups templates.
  • Issue renewal documentation in line with contract certainty.
  • Ensure premiums are collected prior to the commencement of cover and in line with company's procedures.
  • Prioritise and handle all work promptly and accurately.
  • Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
  • Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.
  • Produce accurate and professional documentation at all times using relevant templates.
  • Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
  • Actively crosssell products from other Divisions.
  • Refer all queries that fall outside own experience, knowledge and authority to senior staff.
  • Liaise with and assist other branches and Group Resources as necessary.

Knowledge:


  • Working knowledge of all the main classes of Personal Lines/Private Client
  • Household, General Insurance and the CII's Code of Ethics and GDPR.
  • Working knowledge of product range, policy wordings and service standards.
  • Responsibility for own personal development and for keeping own knowledge up to date by the use of elearning, inhouse courses, and studying for professional qualifications in order to gain the required CPD points.

Skills:


  • Good level of technical insurance skills, to be assessed by regular inhouse testing
  • Particularly across the Personal Lines/Private Client sector
  • Household insurance
  • Accuracy and attention to detail.
  • Ability to process work quickly and efficiently.
  • Ability to prioritise work and meet deadlines.
  • Excellent client service skills.
  • Good negotiation and broking skills.
  • Excellent oral and written communication skills.
  • Ability to gather and analyse information from the client.
  • Ability to identify and respond appropriately to an individual client's level of understanding.
  • Ability to persuade and influence others.
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