At a Glance
- Tasks: Support clients with insurance needs and manage documentation for various insurance products.
- Company: Dynamic insurance firm in Billericay, Essex, focused on growth and client satisfaction.
- Benefits: Competitive salary, career development opportunities, and a supportive team environment.
- Other info: Great prospects for career advancement in a vibrant industry.
- Why this job: Join a growing team and make a real difference in clients' insurance experiences.
- Qualifications: No specific experience required; enthusiasm and willingness to learn are key.
The predicted salary is between 31500 - 38500 £ per year.
Overall objective of the role: Dealing with a wide variety of Insurance Products Personal Lines, Commercial Combined, Household, Motor, Fleet. Although experience of some of these if not all will be considered.
Main duties to include:
- Provide day-to-day service to meet client requests and requirements in order to retain existing allocated clients, working at moderate or high degrees of pressure according to targets and workload.
- Will exercise considerable discretion and independence under general guidance but refer to higher levels when required.
- Produce fact-finding documents or supporting documentation to assist the periodic customer review process.
- Identify additional opportunities for profitable growth by recognising client exposures and recommending cover enhancements.
- Negotiation of competitive terms with the product/service providers in order to satisfy client requirements.
- Handling invoicing of all premiums due including effective credit control, where necessary.
- Check all client documentation for accuracy prior to issue to the client.
- To take and action instructions relating to the provision of cover.
- To ensure all communications are accurately recorded against client records.
- Ensure company procedures are followed, in order to adhere with both quality standards and compliance regulation, in accordance with their authority.
- Carry out client visits as and when necessary.
- Virtual file creation and management.
- Diary management.
- Other duties as required in supporting the Professions team.
Specific duties and key responsibilities:
- Handling and Organising all incoming correspondents including responding where an Account Executive’s input is not required.
- Booking mid-term and renewal meetings for allocated Account Executive.
- Providing a specialist broking service for Desktop Clients.
- Processing any desktop renewals and any other renewals that do not need Account Executives input/visit.
- Attending Networking Events when required.
- Diary Management and appointment creation for the Divisional Director.
- Ensuring confidentiality is maintained at all times.
- Getting involved with web and/or Social Media marketing.
- Database Preparation, management and Cleansing.
This is a great opportunity for someone who is looking for genuine prospects and to be part of this expanding and developing Insurer. Please submit your CV for the attention of the Hiring Manager if this role is of interest to you.
Insurance Account Advisor employer: The Recruiter
As an IBA Account Manager in Chelmsford, you will join a dynamic team that values collaboration and innovation within the insurance sector. The company offers a hybrid working model, competitive salary, and a comprehensive benefits package, fostering a supportive work culture that prioritises employee growth and development. With opportunities to engage with global offices and enhance your expertise in the Lloyds Market, this role promises a rewarding career path in a thriving environment.
