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Our client is a leading insurance brokerage specializing in providing tailored insurance solutions to property and corporate clients.. We are seeking a motivated and detail-oriented Account Handler to join our team and support our clients in managing their insurance portfolios effectively.
Role Overview
As an Account Handler, you will be the key point of contact for clients, assisting them with their insurance needs and ensuring their policies are tailored to their specific risks. You will work closely with Account Executives, insurers, and clients, managing the day-to-day administration of property and corporate insurance accounts. This role offers an excellent opportunity to develop your career in a dynamic and supportive environment.
Key Responsibilities
- Client Management: Maintain and strengthen relationships with property and corporate clients, delivering excellent customer service.
- Policy Administration: Manage the end-to-end process of policy renewals, mid-term adjustments, and new business applications.
- Risk Assessment: Understand clients’ risks and requirements, ensuring that appropriate insurance cover is provided.
- Market Liaison: Obtain quotations from insurers, negotiate terms, and present the most suitable options to clients.
- Claims Support: Assist clients with the claims process, providing advice and liaising with insurers to ensure efficient resolution.
- Documentation: Prepare accurate and compliant documentation, including reports, summaries, and presentations for clients.
- Compliance: Ensure all activities adhere to FCA regulations and company policies.
- Team Collaboration: Work closely with Account Executives and other team members to provide seamless support and meet client needs.
Requirements
- Experience:
- Minimum 3 years of experience in an account handling role within the insurance industry, preferably in property or corporate insurance.
- Education:
- Cert CII qualification or working towards it is preferred.
- Skills:
- Strong knowledge of property and corporate insurance products.
- Excellent communication and interpersonal skills for client interaction.
- High attention to detail and organizational skills.
- Ability to manage multiple tasks and deadlines effectively.
- Proficiency in insurance software and Microsoft Office applications.
Why Join Us?
- Competitive salary and benefits package.
- Opportunities for professional development and industry qualifications.
- Collaborative and supportive team environment.
- Exposure to diverse and high-value insurance portfolios.
