- To prepare renewal schedules and contact client prior to renewal within compliance manual timescales
- Answer incoming new business enquiries and prepare new business quotations.
- Negotiate alternative quotes - prior to renewal dates - where appropriate
- Deal with all documentation, invoices, credit notes, etc. ensuring a smooth and trouble-free renewal for the client
- Develop business opportunities including identification of opportunities for cross-referrals.
- Previous broking/insurance experience preferable, particularly within Agriculture and Farms & Estate insurance
- Experience in obtaining quotes and placing business
- Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
- Sound knowledge of FCA requirements within a broking role
- Knowledge of wide range of insurance products and companies
- Experience in obtaining quotes and placing business
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Account Handler - Brockenhurst, United Kingdom - John Williams Recruitment
Description
John Williams have partnered with a leading UK independent Chartered Insurance Broker – committed to excellence and helping to shape the future of the insurance industry.
They believe in challenging the status quo, have a digital first ethos and remain devoted to development, technical expertise and best in class service.
An opportunity has arisen for an Account Handler to join their team due to sustained growth handling Agriculture and Farms & Estate policies.
This role requires a dedicated and results-oriented professional with a strong understanding of insurance products, exceptional sales and negotiation skills, and the ability to build and maintain long-lasting client relationships.
You will work closely with clients to assess their insurance needs, provide tailored solutions, and ensure their ongoing satisfaction.Key Responsibilities:
Key Requirements: