Commercial Account Handler

Lichfield office based 5 days per week

Free Car parking

27 days holiday to include their Birthday off

Upwards of £40k  (salary negotiable for the right candidate )                                                                                          

Minimum of 5 years’ experience of handling multi risk accounts      

Acturis preferred, but not essential  

Overview of Job Specification as below;

SENIOR ACCOUNT HANDLER

JOB DESCRIPTION

• Account Handler for all types of commercial & personal insurances ranging from single policy to business portfolios ( e.g. Motor, Motor Fleet, Commercial Combined, Household, High Net Worth, Travel, Liability, Property, PI, LE, Marine etc .. )    for new business, adjustments and renewals
• Obtaining quotations from insurer portals, Acturis quote system & manual marketing 
• Adding client policy records to Acturis
• Updating Acturis policy records with any changes
• Ownership of policy from start to finalising cover
• Checking policy cover and endorsement wordings
• Invoicing new business, renewals, mid term adjustments
• Responsible for creating and managing own tasks with regular updates to clients & Directors
• Hands on approach with insurers, clients & Directors
• Responding to all email and phone queries in a timely manner
• Writing letters to clients 
• Independent working and learning
• Negotiating favourable policy terms on behalf of clients
• From time to time, attending client meetings off site
• Preparing meeting notes
• Efficient use of Acturis system ( full training will be given )    
• Submitting a weekly work return
• Working as part of team
• Critical thinking and problem solving