Trainee Account Handler/account Handler - Surrey, United Kingdom - Insure Recruitment

Tom O´Connor

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Tom O´Connor

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Description

An exciting job opportunity for either an experienced Insurance Account Handler or a Trainee Account Handler to join a thriving leading Insurance Broker who is based in Guildford.


You will receive excellent training, career development, benefits, long-term prospects, and continued support and have the opportunity to work within a highly experienced, friendly, and thriving team.

Duties include

  • Working in partnership with our Account Executives, to deliver the needs of your clients. Firstclass interpersonal skills, dedicated to customer happiness and aware of maximising opportunities are critical to your success.
  • Build renewals documents, reports, balancing the midterm adjustments and crafting new quotes for customers. A high attention to detail is essential when dealing with this much information.
  • Ensure client details are recorded accurately and entered onto Acturis quickly; this allows you to keep all client records accurate for audit purposes.
  • Provide cover by renewal date to meet your client needs. Being organised, efficient and dedicated to your clients means you handle all of this on their behalf.
  • Assist your clients with queries daily, confirm cover with the insurers, process policies and chase up outstanding documentation when required.
  • Manage all account queries and credit control matters, highlighting any concerns to account managers on time.
  • Prepare underwriting information for presentations to insurers. Design and deliver presentations as required
  • Follow up on new and existing renewal business quotations
Experience required

  • Educated to A level or equivalent
  • Excellent communication and IT skills
  • Keen to learn, and the ability to think on your feet and work in a fastpaced environment
  • Willing to work towards the Cert CII qualification
Benefits include

  • A competitive salary (DOE)
  • Training towards Cert CII, Dip CII, and ACII
  • 25 days holiday + the opportunity to buy/sell an additional 5 days
  • Salary increases with years of service
  • Flexible benefits for you to tailor around your needs (including gym membership, season ticket allowance, etc.)
  • Death in service (x4 salary)
  • Hybrid working flexibility after the training/induction period
  • Excellent training and career development
  • Offices close to Guildford train station

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