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Account Handler
Ref. JO0000007206

Position Account Handler
Sector Account Handling
Location Colchester, Essex
Type Permanent
Salary £35K / Annum
Reference JO0000007206
Summary Commercial Account Handler - Colchester - to £35,000



Leading Insurance Brokers based in Colchester, Essex have a new position within the Commercial department for an experience Account Handler.



All classes of Commercial Risks



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



Key Responsibilities

·Assist in achieving Group/Division client retention targets by providing an excellent level of service.

·Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).

·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 and in line with procedures.

·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.

·Record all relevant information, correspondence and documentation on Acturis(?) and make effective use of the diary system.

·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 branches and Group Resources as necessary.

MW Appointments is acting as an Employment Agency in relation to this vacancy.
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