At a Glance
- Tasks: Create and manage documents for new customers and handle policy queries.
- Company: Leading insurance brokerage focused on SME and commercial solutions.
- Benefits: Inclusive workplace, supportive culture, and opportunities for growth.
- Other info: Diverse and inclusive environment welcoming all backgrounds.
- Why this job: Join a dynamic team and make a real difference in customer service.
- Qualifications: 1 year of experience in personal lines and strong communication skills.
The predicted salary is between 25000 - 30000 £ per year.
A leading insurance brokerage specialising in SME and commercial insurance solutions is seeking a dedicated professional to join the company as an Account Handler. They are looking for someone who will play a pivotal role in creating documents for new customers, ensuring all customer details are recorded accurately and entered onto the system, and obtaining renewal terms for customers.
You will be responsible for:
- Creating documents for new customers, along with any mid-term adjustments and renewals information.
- Ensuring all customer details are recorded accurately and entered onto the system in a timely fashion to ensure data integrity.
- Obtaining renewal terms for customers, always ensuring you’ve explored other options before providing the best available solution.
- Preparing renewal closings from meeting minutes and ensuring cover is bound by the renewal date.
- Managing insurer and customer queries about their policies.
- Confirming cover with relevant insurers, processing policies, and chasing up outstanding documentation when required.
- Dealing with account queries and credit control matters, highlighting any concerns.
- Applying fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.
What we’re looking for:
- Minimum of 1 year of Personal Line experience.
- Previous experience in the insurance/financial services industry.
- Outstanding communication and interpersonal skills.
- Strong planning and analytical skills with high accuracy and attention to detail.
- Being proficient in MS Office; CDL and Acturis experience would be advantageous.
Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives.
Account Handler, North Ayrshire in Westminster employer: Sanderson Recruitment
Join a leading insurance brokerage in North Ayrshire that values its employees and fosters a supportive work culture. With a commitment to diversity and inclusion, the company offers excellent growth opportunities and encourages professional development within the insurance sector. Enjoy a collaborative environment where your contributions are recognised, and you can make a meaningful impact on clients' lives.
