Account Handler, Norwich

We are looking for an experienced Account Handler to join our corporate team in Norwich.

Reports to: Corporate Team Leader

Working Hours: Full time, working Monday to Friday 9am to 5pm (with one hour unpaid for lunch).

Initially working full time in the office, a blend of office and home working will be available in line with the company Smart Working Policy upon completion of probation.

Key Responsibilities:

• Work planning: demonstrating the ability to plan and organise effectively in order to meet deadlines, successfully managing workload and priorities, assessing when additional support may be required and requested from a Manager or Director
• Ensuring all documents and correspondence are attached into the company system
• Attaining cross-sell / up-sell on policies
• Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
• Negotiating and inviting the renewal of allocated clients\’ policies
• Ensuring all client records reflect the current risk on cover at all-times, including accuracy of sums insured, perils, excesses, extensions and exclusions
• Provide administrative support for Account Executives as and when required when obtaining new business quotations and arranging cover
• Processing mid-term adjustments and quarterly declarations
• Dealing with clients’ day-to-day enquiries, responding promptly and managing expectations
• Referring to relevant Account Executives, Broking Technicians / Account handlers and Directors for any technical queries
• Providing support to team members to ensure client needs are met, particularly during peak periods or in times of holiday /absence.
• Maintaining an effective diary system
• Ensuring cover notes are issued where appropriate
• Creating a pre-renewal register for clients\’ review as requested
• Liaising with the Claims team for claims queries / reports
• Creating all invoices and relevant credit notes for new business, renewals, mid-term adjustments, etc. in line with the Broking Manual
• Actioning meeting minutes from Account Executives and updating the system accordingly

Additional Responsibilities

• If requested, obtaining claims experience, renewal information, and gaining and presenting terms to Account Executives or clients as agreed
• Business awareness: demonstrating an understanding of how your department operates together with the aims and objectives of the company
• Assisting in the training of new employees
• Completion of any reasonable request made of you by a Manager or Director

Requirements

• At least 2 years’ experience working within Commercial Insurance
• Working knowledge of Acturis would be useful but not essential
• Good IT skills are essential
• Ideally, the successful candidate will hold the Cert CII qualification or be working towards it.

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