Commercial Account Handler 1 view

Commercial Account Handler

Job Type : Permanent, Full Time

Salary : £25000 – £35000/annum

 

The purpose of the role is the administration of clients insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales. Will be providing a high-level of professional advice to clients

Key Responsibilities will be to assist in achieving the 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, prepare minutes and action meeting points where directed. Undertake market exercise to establish most competitive terms available. Obtain renewal terms. Produce and issue professional summaries and reports. Issue renewal documentation in line with contract certainty. Ensure premiums are collected prior to the commencement of cover

Prioritise and handle all work promptly and accurately.

Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.

Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system

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