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Insurance Consultant

EAC Consulting Group
Posted a month ago
Location

Bedford, Bedfordshire MK40 4LU, England

Salary

£20,000 - £30,000 per annum

info
Contract type

Full Time

EAC are representing a Market Leading Independent Insurance Broker who are on the lookout for an Accounts Handler to join their Team. You will dealing with Large cases with an income of roughly 200-250k.

If you are an experience Accounts Handler looking for your next opportunity to then this could be the role for you. The office is based in Bedford but the Client offers a hybrid set-up.

On offer for Accounts Handler:

  • Salary £35,000 - £38,000
  • Mon & Fri working from home
  • Hours 8:30-5:00pm
  • 26 days annual leave + Bank Holiday's
  • Further Training if required (CII)

Duties for the Accounts Handler:

  • To ensure that documentation is accurate and correct
  • To issue clients with documentation in an efficient manner & chase insurers for outstanding documents
  • To advise insurers of mid term adjustments and to process the necessary documentation to the client.
  • To ensure that presentations to insurers are prepared for quotations to prospective clients.
  • To carry out the broking of new business risks
  • To ensure that renewals are processed accurately and in good time.
  • To carry out re broking of any renewal business as required.
  • To deal professionally and efficiently with enquiries and queries from both insurers and clients.
  • To liaise with insurers and underwriters to ensure that business opportunities are identified and the business relationships are maintained.
  • Provide management information and reports to the Directors as required.
  • To maintain client files using the agreed procedure.
  • Ensure that the Company’s compliance policies are adhered to and Client info up to date.
  • To raise client debit notes for despatch to the client.
  • To ensure that finance administration is completed by the client in a timely manner.
  • To ensure that client outstanding monies are received within the agreed timescales and to liaise with and actively support credit control
  • To investigate and resolve account queries as required.

Ideal Account Handler:

  • CII Qualified
  • Comfortable dealing with Large & Complex Cases
  • Strong Communication both written and verbal
  • Positive and committed attitude

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