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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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