Commercial Account Handler - Leicester, United Kingdom - NFP Europe

NFP Europe

Verified Company

Leicester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are recruiting for a
Commercial Account Handler to take responsibility for delivery of customer satisfaction to agreed service standards and procedures, ensuring full FCA compliance in all aspects of insurance.

As well as working to ensure accuracy, efficiency and professionalism when dealing with both client and insurer in all aspects of the role:
Mid Term Adjustments, Broking, Renewals, Cross sales, Claims, Queries Premium financing arrangements

Overview of duties

Advising a bank of allocated clients on existing products in accordance with their needs
Sales support including account broking
Liaison with Account Executives in all aspects of account handling
Ensure bad debt queries are dealt with efficiently and in line with company procedure
Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Operations and Compliance manuals use checklists and support documentation as provided by the company to assist with demonstrating compliance
Handle any complaints in accordance with company procedures and regulatory requirements
Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required
Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times
Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
Actively secure renewal business by rebroking existing business to ensure the client is presented with the most suitable and cost effective cover

Person specification

Knowledge, skills and abilities:

Attention to detail
Confident communication and inter personal skills
Ability to work under pressure, maintaining accuracy and attention to detail
Building strong relationships with e.g. clients, prospects, insurers etc

Education/ experience:

Working knowledge of most insurance products
Experience of working as an Account Handler in a similar broking and sales environment
Experience of working to high standards of FCA compliance