Employer: Lawes Consulting Group Salary: £40,000 – £45,000 per annum Date Added: 17/01/2024
Job title: Corporate Account Handler
Reporting into: Commercial Broking Manager Location: Chichester – 2 days a week in office Salary: £45,000
Purpose of Role:
Our clients’ are seeking an experienced Corporate Account Handler to join their established and growing corporate team based in the heart of the city centre. As an Account Handler, you’ll be required to provide a quality service to our clients, acquire optimal retention numbers and push for growth where appropriate. This role sits within the Broking Division, who provide carefully tailored business insurance, risk management and risk transfer solutions for large enterprises and multinationals. Reporting directly in to the Commercial Broking Manager, you will work with experienced Account Executives, and together provide outstanding service to our customers.
Responsibilities:
You will be responsible for creating documents for new customers, along with any mid-term adjustments and renewals information too.
Predominantly dealing with accounts size of anything from £10k+ also some higher corporate big ticket business.
Ensure all customer details are recorded accurately and entered on to the system in a timely fashion to ensure data integrity.
Obtain renewal terms for customers, always ensuring you’ve explored other options before providing the best available solution.
Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date.
Manage insurer and customer queries about their policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
Deal with account queries and credit control matters highlighting any concerns.
Apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.
Requirements:
Non essential;
Knowledge of lines of business such as Property, Casualty, Professional Indemnity, D&O, Motor Trade/Fleet.
Prior experience handling corporate clients would be an advantage however we would also be interested in experience handling SME commercial business.
Risk aware in handling customer information, 100% customer centric, focussed on the best possible outcome for our clients’ customers at all times.
Holding or working towards one of the Chartered Insurance Institute Qualifications, Cert CII, Dip CII or ACII would be an advantage. Educated to GCSE standard or equivalent, with an intermediate knowledge of the commercial insurance industry.
Due diligence and process driven to deadlines, task focused, results oriented and takes initiative when assisting team members.
Outstanding communication and interpersonal skills, confident when building and maintaining rapport, strong planning and analytical skills with high accuracy and attention to detail.
Proficient in MS office.
Acturis experience would be advantageous.
Eligible to work in the UK.
Essential;
Previous experience working as an Account Handler within the commercial insurance market is essential.
Rewards & Compensation:
On top of a competitive salary, great teams and exciting career opportunities, our client also offer a wide range of benefits.
Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ 5 more days.
Defined contribution pension scheme, which our client will also contribute to.
Life insurance, which will pay 4x your basic annual salary – you can personally top-up to 10x.
Income protection, our client will cover up to 50% of your annual income, with options to top up.
Health cash plan or Private medical insurance.
Three fully paid volunteering days per year.
Employee Stock Purchase plan, offering company shares at a discount.
