Commercial Account Handler

6 days left

Recruiter
Confidential
Location
Cardiff
Salary
20000.00 - 24000.00 GBP Annual
Posted
21 Apr 2021
Closes
19 May 2021
Sectors
Accountancy
Contract Type
Permanent
Hours
Full Time
Commercial Account Handler

Permanent

Full-time 9am to 5.30pm, 1 hr lunch

Cardiff

ST7306

Our client is an established independent mortgage broker, specialising in both commercial and personal lines. They are looking for an experienced Account Handler to join their Commercial team. The role has responsibility for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of commercial insurance. Ensuring a quality service is provided to all clients in accordance with their needs and requirements.

Main duties:

* Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work

* New business

* Renewals

* Mid Term Adjustments

* Claims

* Queries

* Premium financing arrangements

* Cover note issuance

* Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice.

* Handle any complaints in accordance with regulation, the Company's Conduct Policy and Guide to Best Practice.

* Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required.

* Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.

* Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance

* Actively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost effective cover.

* Promote and increase the use of in house premium finance, from insurer schemes.

* Support the Account Executive with duties where required.

Essential:

* Working knowledge of most personal lines insurance products

* Experience of working as an Account Handler in a similar broking environment

* Experience of working to high standards of FCA compliance

* Attention to detail

* Confident communicator

* Building strong relationships with e.g. clients, insurers etc

* I.T. skills including use of an insurance IT system e.g. Open GI and Microsoft products

* Organisational skills

* Willingness to work towards Cert CII

* Satisfy all pre-employment checks required for the role including criminal records and credit check.

* Evidence of CPD records

Desirable:

* Cert CII qualified

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