Account Handler - Neston, United Kingdom - Aldium Insurance

Aldium Insurance

Verified Company

Neston, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

POST:
Account Handler

(Covering:
Personal Lines (Home & Motor) & Mixed Commercial (Shops, Property, SME, Contractors Combined, Commercial Vehicle)

PURPOSE:

To work as part of a Team in the processing of quotations, new business, mid
- term alterations and renewal retention on an existing and growing book of business.

COMPANY:

We are an independent and long standing insurance broker based in Cheshire on the edge of the Wirral.

DUTIES & RESPONSIBILITIES:

Answer telephone enquiries.
Take information in order to provide a quotation.
Liaise with Insurers and product providers.
Provide quotations to clients.
Arrange cover for clients.
To be able to collect premiums from clients and understand processes for doing so.
Check proposal forms received from Clients before sending to Insurers.
Chase clients for documentation
Check policy documentation before sending to clients
Take details and process midterm alterations.
Chase clients for premiums
Prepare renewal documents and send to clients.
Answer queries received from clients and Insurers.
To be able to use a computer system to deal with and manage clients including a computer diary system.
Provide new business quotations to prospective clients.

RESPONSIBLE TO:
General Insurance Team Manager

HOURS:37 hours week:

Standard day: 9:00am to 5:30pm (5pm finish on Friday)

LOCATION:

Hybrid Remote - up to 3 days per week office based, remainder home based.

Experience:
Ideally minimum of 2-3 years insurance broking experience and ideally previously dealt with the above products.

Bonus:
Part of a generous uncapped bonus scheme.

Salary:
Up to £30,000.00 per year

Benefits: