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Account Handler -
Ref. JO0000008558
| Position | Account Handler - |
|---|---|
| Sector | Account Handling |
| Location | Bury St Edmunds, Suffolk |
| Type | Permanent |
| Salary | £30K - £35K / Annum |
| Reference | JO0000008558 |
| Summary | Account Handler Bury St Edmunds to £35,000 Leading Brokers based in Bury St Edmunds Working within the Commercial department * Administration of clients' insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales. * Provision of high level professional advice to clients * Assist in achieving Group/Division client retention targets by providing an excellent level of service. * Liaise effectively with the client to ensure an appropriate strategy for renewal. * Undertake market exercise to establish most competitive terms available. * Obtain renewal terms and present to client. * Produce and issue professional summaries and reports * Issue renewal documentation in line with contract certainty. * Ensure premiums are collected prior to the commencement of cover * Prioritise and handle all work promptly and accurately. * Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards. * To be aware of, and to follow at all times, the firm's policy on Treating Customers Fairly. * Record all relevant information, correspondence and documentation * Produce accurate and professional documentation at all times * Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium. * Actively cross-sell products from other Divisions. * Refer all queries that fall outside own experience, knowledge and authority to senior staff. * Liaise with and assist other departments as necessary. MW Appointments is acting as an Employment Agency in relation to this vacancy. |
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