Account Handler Mid Net Worth Home Insurance - Farnborough, United Kingdom - Personnel Selection
Description
Personnel Selection are excited to be working with this highly respected insurance broker, who are currently expanding and looking for an experienced insurance account handler to join their Private Client team.
The role of Account Handler will suit a passionate, sociable and driven individual who wants to work for a unique, forward-thinking and innovative brokerage.
This team really do work hard, but they also focus on making sure the team work cohesively and buildsolid relationships.
The role is Monday to Friday 9am-5pm with 1 hour for lunch. You will work 2 days per week remotely and 3 days within the Farnborough offices.- You will look after your own midnet worth household clients, approximately 35 renewals per month
- Assist in achieving Group/Division client retention targets by providing an excellent level of service.
- Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
- Undertake market exercise to establish most competitive terms available.
- Obtain renewal terms and present to client.
- Produce and issue professional summaries and reports using company templates.
- Issue renewal documentation in line with contract certainty.
- Working knowledge of all the main classes of General Insurance and the CII's Code of Ethics and GDPR.
- Responsibility for own personal development and for keeping own knowledge up to date by the use of elearning, inhouse courses, and studying for professional qualifications in order to gain the required CPD points.
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