Insurance Account Handler Job Description Template
Our company is looking for a Insurance Account Handler to join our team.
Responsibilities:
- Handle enquiries and renewals;
- Maintain regular contact with existing customers and ensure insurance requirements are met;
- Assist customers with any enquiries;
- work alongside the Commercial Director and Account Executives to provide high quality insurance broking service;
- Assist in providing Comprehensive insurance service to both existing and new business customers;
- Process customers through a claim;
- Account Handling a variety of businesses including manufactures, wholesalers, professional services and Construction;
- Make accurate amendments to customers policies;
- Developing and maintaining existing individual account by day to day client management;
- Developing and increasing existing individual account by gaining new business;
- Attending exhibitions;
- Undertaking continuing professional development to ensure knowledge and skills are maintained to a competence level;
- Maintaining new and existing accounts by day to day client management for the Commercial Executives;
- Dealing with existing clients on all incoming and outgoing telephone calls;
- Developing and maintaining existing individual account at renewal.
Requirements:
- Knowledge of the principles, practices and legalities of General insurance;
- Commercial insurance broking experience;
- IT skills – including MS Word, MS Excel and MS Outlook and ideally experience of using the Acturis system;
- Educated to GCSEs or equivalent, supported with a minimum of 5 grades C or above including English and Mathematics;
- Hold the Cert CII qualification and be prepared to undertake the DipCII;
- Good planning and organisational skills;
- Good customer relations, communication and interpersonal skills;
- Developing and maintaining existing individual account by day to day client management;
- Developing and increasing existing individual account by gaining new business;
- Providing solutions and generating income by selling solutions to clients in cross sell opportunities;
- Undertaking continuing professional development to ensure knowledge and skills are maintained to a competence level;
- Attending Exhibitions;
- Maintaining new and existing accounts by day to day client management for the Commercial Executives;
- Developing and maintaining existing individual account at renewal.