Client Handler in Sevenoaks

The job holder will be required to carry out the following duties on a day-to-day basis. This list is not exhaustive and the job holder may be required to take on additional tasks from time to time, depending on operational needs.

• Management of a portfolio of clients and day-to-day administration of broking accounts as directed by the Managing Director.
• Keep the system up to date by uploading and entering client, insurer, policy information and documents in line with our Data Protection and Compliance procedures.
• Manage the renewal of existing customers and deliver high client retention rate.
• Attend insurer and client meetings and liaise with insurers regarding policies.
• Respond to day-to-day queries and requests from clients promptly to ensure first class and effective servicing of the client accounts.
• Preparation of marketing material for submissions and placing promptly.
• Deliver accurate advice and service to clients and act as a liaison between client and insurer.
• Procurement of new business and new client enquiries.
• Develop and grow portfolio in line with growth targets.
• Ensure all client documentation is provided in line with Policies and Procedures.
• Develop and improve knowledge of insurance industry and market changes and trends.
• Develop knowledge of regulatory and compliance requirements for the industry.
• Develop and maintain existing and new relationships within the market.

Requirements:

• Experience in trade credit insurance is desirable.
• Knowledge and experience within the insurance industry particularly the trade credit sector.
• Strong IT and Microsoft Office skills.
• Excellent written and verbal communication skills.
• The ability to build, manage and develop relationships.
• Numerical skills.
• Business and commercial awareness.
• The ability to plan and manage your time and to work on a number of projects concurrently.
• Strong problem-solving and analytical skills.
• The ability to work well in a team.
• Enthusiastic and confident.
• A flexible approach to work.
• An understanding of client confidentiality and how to be discreet.
• Administrative and IT skills.

What's in it for you? Competitive salary, benefits and holiday.

FinCred is one of the UK's leading independent specialist trade credit insurance and surety bonding specialists. Our dedicated team works tirelessly to provide bespoke domestic and international insurance solutions, operating as an extension of your business, providing the partnership you need to grow.

We believe teams and solutions are made stronger through different perspectives, which is why we're committed to a culture of equality, diversity and inclusion.

At Acrisure we are committed to developing our people as we believe that investing in our employees is critical not only for their individual success but the success of the organisation.