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Our client an Insurance Services Company based in Goudhurst are looking to recruit Part Time Account Handler/Administrator. The hours are circa 20 hours per week over 3/4 days.
Main Tasks of Job:
The below is a more detailed overview of some of the main tasks, full training will be provided and is not an exhaustive list. Tasks include administration, work over the telephone, occasionally face to face, marketing and attending events.
New Insurance Enquiries
- Diary after all activities for achieving timely responses.
Set up a new file folder on the system to provide a Client reference number.
Using the system templates, send out by email or post, relevant documentation for the new Client to complete and return to us.
- Keep diary system up to date to monitor receipt of documentation in a timely manner.
- Check that all forms have been completed correctly and seek clarification from the Client if necessary.
- Send documentation to the Insurer for a new quotation.
- Check quotation matches proposal.
- Send the quotation to the new Client for approval with required response time.
- If accepted, make arrangements for payment of premium and documents to be sent to client, chase for payment.
- If rejected, seek reasons why and liaise with the Insurer to ascertain if alternative terms can be arranged.
- Once the premium has been received and insurer’s documentation has been sent to the Client, diary for renewal terms one month in advance for following year.
Existing Insurance Clients
- Diary after all activities
- Retrieve file from diary system in a timely manner.
- Send renewal declarations and other documents to insureds to obtain quotations
- Diary and chase for return of information.
- Check thoroughly returned information for changes
- Request renewal terms from insurers.
- Check renewal terms accord with requirements as activities etc. may have changed and send to the Client with a request they thoroughly check the details and advise us of any changes.
- Diary the file to chase the Client for a response; when received, check the details. If different from last year, make sure the adjustments are advised to the insurer.
- Insurer will send new renewal terms to us for checking and then we send to the Client, if all correct.
- Make sure Client agrees renewal terms and make arrangements for payment of the premium.
- Should the Client query the renewal terms, seek exact reasons why
- try to resolve or refer to the insurer for an alternative quote.
- Once renewal agreed, place file back in diary for another year, diary at least one month in advance to send out renewal declarations.
Claims & Other Work
- To assist with claims work for the claims company
- To assist with other work related to the insurance and claims companies.
- To assist with marketing and development and accounts.
Hourly rate: £12.50 per hour.
Due to our client’s location, your own transport is essential.
We are acting as an Employment Agency in relation to this role.
