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Account Handler - Leeds

  • A hirdetés 1026 napja lejárt
Job purpose:
Administer a portfolio of clients Insurance programmes in a professional
and ethical manner following agreed procedures; the employee will need to be
able to handle a range of Commercial Business. Working closely with the Account
Executives you will be your client's first point of contact for cover queries,
mid term adjustments, quotations for additional insurances, document issue and
many other tasks and projects.
Key responsibilities and accountabilities:
Dealing mainly with Commercial Accounts;
Building and maintaining effective professional relationships;
Offering advice about existing products and promoting value added services;
Handling and responding to product queries from clients quickly, efficiently and accurately;
Check and send out proposals and policy documents
Dealing with mid-term adjustments, renewals and new business quotations
Keeping abreast of market conditions and developments;
Building up detailed knowledge about the company's products;
Understanding and maintaining a good working knowledge of the rules and
compliance procedures of the FCA
Complete all administration and paperwork in accordance with Company Procedures.
Treat customers fairly at all times having assessed their specific needs.
Ensure that you conduct yourself in accordance with FCA rules and guidelines as issued by the company.
Experience/Skills required:

Experience within Commercial Insurance
Good telephone manner, strong communication skills
Keen interest in progression within Insurance
Committed, thorough and accurate worker
Organisational and time management skills are essential as well as a client
focused approach
Ability to work under pressure to meet deadlines
Ability to work as a member of a team

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