Account Handler (Sales Support Administrator)

Job Title:           Account Handler (Sales Support Administrator)

Reports to:        Sales Executives

Department:      Farm Department

Location:           Kidlington Oxford

Job purpose

• Administration of clients’ insurance requirements on a daily basis including, general enquiries, renewals, midterm adjustments, obtaining quotations and accounting procedures.

• To provide technical, administrative and customer service support to the sales executives

Key result areas

• Deal with incoming enquiries from clients, insurers and other third parties in a professional and timely manner

• Manage client renewals, including renewal documentation, renewal quotations and accounting procedures ensuring FCA deadlines are adhered to.

• Administer mid-term adjustments.

• Input data onto the office systems.

• Liase with insurers and other third parties regarding the administration of clients’ insurance needs.

• Provide technical and administrative support to the directors and sales executives.

• Assess, assimilate, analyse and present to insurers and underwriters to achieve risk acceptance at the most advantageous rate.

• To prepare customer reports on both new and existing risks to support the insurance sales executive.

• Accompany insurance sales executive on client visits.

Dimensions

Key support role to the business.  No budget or staff responsibilities.

Context

Mainly office based role.  The account handler will have weekly meetings with sales executives to discuss their administration requirements and after sale work e.g. renewals.  The account handler will deal with customer and sales executive enquiries as they arise.

Skills and competences

• High level interpersonal skills - ability to build successful, mutually beneficial business relationships.

• Communication skills – able to communicate to people with various levels of knowledge face to face, over the telephone and in writing.

• Planning, organisational and time management skills.

• Problem solving.

• Computer literate and thorough understanding of company software.

• Report writing.

Qualifications

• Relevant insurance qualifications an advantage.

• A-level standard.

Technical experience

• In-depth understanding of general insurance products.

Experience required

• 2 years + in general insurance (preferably broking).

Key relationships 

                Internal                                             Who                                         Reason

• Office Manager        -          HR issues.
• Sales executives          -        Provide support and technical advice.
• Director                    -         Provide support and technical advice.
• Compliance Officer      -      Obtain technical advice.
• Accountant               -        Aid credit control

                External                

• Customers            -             As required in the course of the sale of insurance products.
• Insurance companies    -    As required in the course of the sale of insurance