Commercial Account Handler

KSA Recruitment Ltd
25000.00 GBP Annual
27 Sep 2017
25 Oct 2017
Contract Type
Full Time

Commercial Account Handler

Basingstoke, Hampshire

Up to GBP20,000

KSA recruitment Ltd is recruiting for a Commercial Account Handler to join an insurance brokerage based in Croydon.

Overall Objective:

Provision of an accurate and quality Account Handling service, demonstrating care for customers and respect for the regulatory obligations of the firm.

Main Tasks:

  • Deal with renewals and renewal reminders for Non-Serviced Clients, including:
  • Checking details for accuracy.
  • Checking market for alternatives where appropriate.
  • Arrange request and collection of pre-renewal information from client.
  • Liaise with clients and ensure renewal and reminder letters are despatched within reasonable time prior to renewal date.
  • Answering telephones and dealing with enquiries from clients and insurers in an appropriate and expeditious manner.
  • Handling of post on a daily basis. Deal with as appropriately or refer to Account Executive for instructions.
  • Deal with MTAs and quotations requested.
  • Deal with insurers regarding quotations and policy queries.
  • Issue relevant FCA letters and invoices where required.
  • Input new business details.
  • Upload insurer documentation.
  • Liaise with Account Executive to agree renewal strategy for Serviced Clients in line with renewal timetable as determined by Account Executive.
  • Preparation of Broking Presentations to insurers (New & Existing Business)
  • Monitoring responses to broking exercises from Market and discuss with Account Executive
  • Preparation of Renewal Reports for Serviced Clients in line with Account Executive's instructions.
  • Preparation of New Business Reports where required.
  • Monitoring Aged Debtors with referral to Account Executive where required.
  • Provide assistance to colleagues, where required (Telephone Calls, Workloads, Holiday cover etc.) to ensure that all client queries are answered in a timely manner.

Knowledge Required:

  • Underlying Principles of Insurance
  • FCA Regulations
  • Core Policies: Motor Fleet, Property Owners Insurance, Employers & Public Liability, Engineering & Inspection & Contractors All Risks/Contract Works

Experience and Qualifications:

  • Minimum 2 years Commercial Account Handling experience.

Please send your application to KSA recruitment Ltd