Account Handler - Commercial
Colchester, Essex
£ - Competitive salary + Fantastic benefits dependent on experience including discretionary bonus, Life cover 4 x salary, 25 days holiday, Group Income Protection, Group Critical Illness and Company Pension 4% employer contribution and 2% employee contribution.

We are currently working with a leading National Financial Services provider with offices based in Colchester, Essex. This position is suitable for candidates of all levels and salary will be offered in accordance with this.

Job 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

Roles and 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, prepare minutes and action meeting points where directed
- Undertake market exercise to establish most competitive terms available
- Obtain renewal terms
- 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 company 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 company templates
- Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premiums
- 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

Candidate Profile

- Must have a minimum of two - five years experience in a similar role
- Experience in providing specialist advice in the global insurance market
- Must be qualified to a minimum of Dip CII or studying towards


For more information and to be considered please apply today; alternatively contact Hannah Collis ()

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KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...