Corporate Account Handler - Commercial & Schemes in Birmingham

Senior Account Handler – Commercial Team, Birmingham

Overview

Assist in achieving Group/Division client retention targets by providing an excellent level of service. Liaise optimally with the Client Director/Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).

Responsibilities

• Undertake market exercise to establish the most competitive terms available.
• Acquire renewal terms and either deliver or assist in presenting to client.
• Issue renewal documentation in line with contract certainty.
• Ensure premiums are collected prior to the commencement of cover and in line with Howden procedures.
• 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 and make effective use of the diary system.
• Produce accurate and professional documentation at all times using relevant Howden templates.
• Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premiums.
• Actively cross-sell products from other Divisions.
• Liaise with and assist other branches and Group Resources as necessary.

Knowledge

• Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR.
• Minimum of 5 years commercial insurance experience.
• Acturis knowledge.

Skills

• Excellent level of technical insurance skills, to be assessed by regular in-house testing.
• Accuracy and attention to detail.
• Ability to process work quickly and efficiently.
• Ability to prioritise work and meet deadlines.
• Excellent client service skills.
• Excellent level of negotiation and broking skills.
• Excellent oral and written communication skills.
• Ability to gather and analyse information from the client.
• Ability to identify and respond appropriately to an individual client’s level of understanding.
• Ability to persuade and influence others.
• Knowledge and experience of Acturis (Desirable).

Qualifications

• GCSE Maths and English (or equivalent).
• A level (desirable).
• DIP (desirable).

Benefits

We offer a career defined by your choices, a culture that values diversity, and reasonable adjustments to accommodate your needs, including flexible hours and hybrid working where possible.