Insurance Account Handler - Hall Green, United Kingdom - THE RECRUITMENT DUO

Tom O´Connor

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Description

Role:
Insurance Account Handler


Location:
South Birmingham B27, hybrid working


Salary:
£ dependent on experience


Hours:
Monday to Friday 9am until 5pm with 1 hour lunch

Benefits: 25 days holiday plus bank holidays, death in service x4 salary, employee assistance programme, healthcare cash plan, bonus, Aviva pension, free parking


We are working exclusively with a successful and growing Chartered Insurance Broker who are seeking to recruit experienced Insurance Account Handler to join their POPL team.

You will be responsible for the administration of clients' insurance requirements.

Handling general enquiries renewals, midterm adjustments, obtaining quotations and accounting procedures whilst working in adherence to regulatory and compliance requirements always.

This is a full-time office role offering a competitive salary and benefitsand a chance to work with talented colleagues, offering support in longer-term progression.


Role and responsibilities:

  • As an Insurance Account Handler you will be responsible for all aspects of administration relating to insurance requirements
  • Handling daily general enquiries, renewals, midterm adjustments, obtaining quotations and accounting procedures.
  • Responsible for arranging and securing appropriate cover for new business and renewals including recognising, and highlighting crosssell opportunities or uninsured areas
  • Responsible for assigned renewals, MTAs, and quotations in accordance with the company renewal process and placement strategy
  • Understanding clients and providing prompt advice to new and existing clients regarding their risk exposures and insurance needs
  • Accurately maintain all records on relevant systems for audit, compliance, and workflow purposes
  • Manage Aged Debtors within the agreed service standards, escalating to key stakeholders where applicable, ensuring the client has the most appropriate method of premium finance available to them
  • Deal with claims according to our procedures as they arise and refer to our inhouse claims team where specialist knowledge is required

Skills and experience required:

  • Proven and demonstrable experience in a similar Insurance role with experience of Property Owners and Personal Lines products
  • Strong level of understanding of the Financial Services industry
  • Certificate in Insurance or similar advantageous
  • Confident personality with outstanding communication skills
  • Excellent attention to detail skills
  • Positive attitude towards work with a "can do" ethos
  • Strong influencing, sales and account management skills
  • Experience using Acturis system advantageous
  • Ambitious and willing to grow within an expanding organisation

Benefits:


  • 25 days holiday plus bank holiday
  • Death in service x4 salary
  • Employee assistance programme
  • Healthcare cash plan
  • Access to annual company bonus
  • Aviva company pension scheme
  • Childcare vouchers
  • Free onsite parking

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