Commercial Insurance Account Handler

Commercial Insurance Account Handler - Lichfield office based 5 days per week

Overview of Benefits of the position – Salary negotiable DOE to c 55-60k

Free Car parking or parking permit

26 days holiday plus their Birthday off

Overview of Job Specification as below;

SENIOR ACCOUNT HANDLER

JOB DESCRIPTION

\n
• 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
\n
• Obtaining quotations from insurer portals, Acturis quote system & manual marketing
\n
• Adding client policy records to Acturis
\n
• Updating Acturis policy records with any changes
\n
• Ownership of policy from start to finalising cover
\n
• Checking policy cover and endorsement wordings
\n
• Invoicing new business, renewals, mid-term adjustments
\n
• Responsible for creating and managing own tasks with regular updates to clients & Directors
\n
• Hands on approach with insurers, clients & Directors
\n
• Responding to all email and phone queries in a timely manner
\n
• Writing letters to clients
\n
• Independent working and learning
\n
• Negotiating favourable policy terms on behalf of clients
\n
• From time to time, attending client meetings off site
\n
• Preparing meeting notes
\n
• Efficient use of Acturis system ( full training will be given )
\n
• Submitting a weekly work return
\n
• Working as part of team
\n
• Critical thinking and problem solving
\n

If you wish to apply for this position please click on the link and a consultant from Cameron James Professional Recruitment will be in contact with you