Account Handler - Stanway, United Kingdom - OPR Associates Limited

OPR Associates Limited

Verified Company

Stanway, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The role has responsibility for handling renewals and adjustments with customers directly and also supporting and preparing quotations for account executives in relation to larger clients.

The aim role is to secure renewals generating revenue and developingthe profitability of the business whilst ensuring full FCA compliance in all aspects of commercial insurance.

Ensuring a quality service is provided to all clients in accordance with their needs and requirements.

Duties and responsibilities:

Actively secure renewal business by rebroking existing business to ensure the client is presented with the most suitable and cost effective cover.
Support the Account Executive with duties where required.
Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work:
Renewals & Mid Term Adjustments
Queries
Claims (when required)
New business (when required)
Payment & Premium financing arrangements
Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice.
Handle any complaints in accordance with regulation, the Company's Conduct Policy and Guide to Best Practice.
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. Keeping up to date with your work flow and diary actions.

Professional development:

Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for development as required.
Attend supervision sessions, team and management meetings as appropriate.
Attend in house training and external training courses as agreed.

Insurer/Underwriters:

Develop and maintain effective and valuable relationships with insurers and underwriters for the benefit of the company and its clients.
Comply with the administration requirement of any given insurer.
Assimilate all company literature circulated by the firm or its agencies.

Administration:

Prioritise all client communication and ensure it is actioned in a timely way and in accordance with company procedures.
Maintain all computer and paper files in accordance with company standards (which should be fully compliant with FCA).

General:

Ensure the Health and Safety manual is followed and the office is kept clear and presentable, clear of obstructions at all times, ensuring that all deliveries, parcels, post and messages are given to the appropriate person promptly.
Undertake any other reasonable duties as directed by your line manager.