Job Title: Account Handler
Summary
*Administration of clients' insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.
*Provision of high level professional advice to clients

Job Scope
The role will be office based but may require occasional travel for client visits, off-site training and other meetings as and when required.

Knowledge
*Working knowledge of all the main classes of General Insurance and the CII's Code of Ethics and
GDPR.
*Working knowledge of product range, policy wordings and service standards.
*Responsibility for own personal development and for keeping own knowledge up to date by the use of elearning, in-house courses, and studying for professional qualifications in order to gain the required CPD points.

Experience & Professional Qualifications *
Must have a minimum of 2 years' experience in providing specialist advice in the insurance market.
Must be qualified to a minimum of Cert CII (or gain the qualification within 18 months of joining).

Key Responsibilities
*Assist in achieving Group/Division client retention targets by providing an excellent level of service.
*Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
*Undertake market exercise to establish most competitive terms available.
*Obtain renewal terms and present to client.
*Produce and issue professional summaries and reports using templates.
*Issue renewal documentation in line with contract certainty.
*Ensure premiums are collected prior to the commencement of cover and in line with procedures.
*Prioritise and handle all work promptly and accurately.
*Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
*Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.
*Produce accurate and professional documentation at all times using relevant templates.
*Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
*Actively cross-sell products from other Divisions.
*Refer all queries that fall outside own experience, knowledge and authority to senior staff.
*Liaise with and assist other branches and Group Resources as necessary.

MW Appointments is acting as an Employment Agency in relation to this vacancy.