Commercial Account Handler
Commercial Account Handler Kent to £40,000
Well established Insurance Brokers based in Kent have a new role for an experienced Commercial Account Handler.
*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
*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
*Issue renewal documentation in line with contract certainty.
*Ensure premiums are collected prior to the commencement of cover 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 or other broking system 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 departments as necessary.
MW Appointments is acting as an Employment Agency in relation to this vacancy.
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