Commercial Insurance Account Handler - Cert CII
- Recruiter
- Anonymous
- Location
- West Malling
- Salary
- Competitive
- Posted
- 27 Nov 2018
- Closes
- 25 Dec 2018
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
ACCOUNT HANDLER - COMMERCIAL DIVISION
Job Title: Account Handler in the Commercial Division
Office: West Malling, Kent
Starting Date: ASAP
Hours of Work: 9AM to 5PM, Monday to Friday
Salary: GBP35,000 depending on experience.
Overview of Role
The successful individual would be working within a team of 20 account handlers who support four Client Directors in the managing of their significant client bases. The client bases cover a wide range of sectors including but not limited to; Motor trade, Leisure, Retail, Food and Beverage, Property Owners, Manufacturing, Self Drive hire and Chauffeur.
Average premium levels range from GBP10,000 to GBP750,000 for a variety of policies. The main classes of insurance will be Motor, Motor Trade, Liability, Property, Casualty, Financial Lines and Engineering.
There will be daily insurer and client contact by telephone, with occasional meetings. The individual should be comfortable broking risks to insurers and must have a minimum of five years' experience working in the insurance industry with commercial insurance and ideally at the Account Handler level or above.
The individual should have good attention to detail, have a good knowledge of the Microsoft Word, Excel and Outlook E-mail systems. Prior knowledge/experience of the Acturis computer system would be preferable.
It would also be desirable for the individual to be at least Cert CII qualified and progress towards Diploma would be preferable.
The successful Account Handler will be responsible for the following duties but not limited to the following:
* To provide support to the Client Directors and complete the tasks that are set by them
* To deliver pre-eminent levels of service to clients
* To minimise all potential opportunity for errors & omissions
* To support the client service plans, or account stewardship plans, in place for all clients
* To ensure compliance with all agreed company standards and procedures including Treating Customers Fairly
* To ensure compliance with all regulatory requirements
* To consistently set & achieve high standards
* To respond to urgent cover-related client queries immediately
* To manage own workload
* To keep Acturis records up to date
* To take ownership of own Personal Development Plan and setting own objectives
* To commit to becoming professionally qualified
* To commit to Continued Professional Development through attendance of seminars, online technical training and ad-hoc reading of insurance related subjects, case law etc.
* To assist with project work as and when required
* To establish strong professional working relationships with all key insurers
* To maintain a good knowledge of developments and changes within the insurance industry - to include new products and new markets
* To engage in inter-office networking
The successful Account Handler will be required to demonstrate the following skills and
* To manage client expectations at all times
* Must be intelligent, articulate and have high personal standards
* Strong interpersonal & communication skills, both verbal and written
* Able to form good business relationships with both clients and insurers
* The ability to listen effectively & respond accordingly
* The ability to be flexible and adaptable to a client's needs
* To take an active interest & be able to engage in any given subject matter
* Must be able to work long/flexible hours on occasions to ensure that current high standards of Client service are maintained.
* Must be willing and able to travel to meet Clients, and also attend training which could be provided outside of the London office.
* The ability to make good and clear decisions
* To have sound judgement
* Must have good time management, organisation & prioritisation skills
* Must have good negotiation skills
* Must be able to work well under pressure
* Must display a careful, methodical approach to work
* To be consistent and accurate at all times with work carried out
* To be a good team player
* Must have good technical knowledge with the majority of the classes of business, especially Real Estate
* Must have sound market & broking experience
* Troubleshooting / problem solving skills
* To be creative & innovative
* An appetite to further own knowledge
* Fully competent on all system processes (Acturis, Word and Excel) and IT literate
Job Title: Account Handler in the Commercial Division
Office: West Malling, Kent
Starting Date: ASAP
Hours of Work: 9AM to 5PM, Monday to Friday
Salary: GBP35,000 depending on experience.
Overview of Role
The successful individual would be working within a team of 20 account handlers who support four Client Directors in the managing of their significant client bases. The client bases cover a wide range of sectors including but not limited to; Motor trade, Leisure, Retail, Food and Beverage, Property Owners, Manufacturing, Self Drive hire and Chauffeur.
Average premium levels range from GBP10,000 to GBP750,000 for a variety of policies. The main classes of insurance will be Motor, Motor Trade, Liability, Property, Casualty, Financial Lines and Engineering.
There will be daily insurer and client contact by telephone, with occasional meetings. The individual should be comfortable broking risks to insurers and must have a minimum of five years' experience working in the insurance industry with commercial insurance and ideally at the Account Handler level or above.
The individual should have good attention to detail, have a good knowledge of the Microsoft Word, Excel and Outlook E-mail systems. Prior knowledge/experience of the Acturis computer system would be preferable.
It would also be desirable for the individual to be at least Cert CII qualified and progress towards Diploma would be preferable.
The successful Account Handler will be responsible for the following duties but not limited to the following:
* To provide support to the Client Directors and complete the tasks that are set by them
* To deliver pre-eminent levels of service to clients
* To minimise all potential opportunity for errors & omissions
* To support the client service plans, or account stewardship plans, in place for all clients
* To ensure compliance with all agreed company standards and procedures including Treating Customers Fairly
* To ensure compliance with all regulatory requirements
* To consistently set & achieve high standards
* To respond to urgent cover-related client queries immediately
* To manage own workload
* To keep Acturis records up to date
* To take ownership of own Personal Development Plan and setting own objectives
* To commit to becoming professionally qualified
* To commit to Continued Professional Development through attendance of seminars, online technical training and ad-hoc reading of insurance related subjects, case law etc.
* To assist with project work as and when required
* To establish strong professional working relationships with all key insurers
* To maintain a good knowledge of developments and changes within the insurance industry - to include new products and new markets
* To engage in inter-office networking
The successful Account Handler will be required to demonstrate the following skills and
* To manage client expectations at all times
* Must be intelligent, articulate and have high personal standards
* Strong interpersonal & communication skills, both verbal and written
* Able to form good business relationships with both clients and insurers
* The ability to listen effectively & respond accordingly
* The ability to be flexible and adaptable to a client's needs
* To take an active interest & be able to engage in any given subject matter
* Must be able to work long/flexible hours on occasions to ensure that current high standards of Client service are maintained.
* Must be willing and able to travel to meet Clients, and also attend training which could be provided outside of the London office.
* The ability to make good and clear decisions
* To have sound judgement
* Must have good time management, organisation & prioritisation skills
* Must have good negotiation skills
* Must be able to work well under pressure
* Must display a careful, methodical approach to work
* To be consistent and accurate at all times with work carried out
* To be a good team player
* Must have good technical knowledge with the majority of the classes of business, especially Real Estate
* Must have sound market & broking experience
* Troubleshooting / problem solving skills
* To be creative & innovative
* An appetite to further own knowledge
* Fully competent on all system processes (Acturis, Word and Excel) and IT literate