Account Handler - CBU

Job Purpose:

• Provide a day-to-day technical, competent, responsive and efficient administrative service to clients.
• Client retention through the provision of a professional service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium.
• To comply with regulatory requirements, industry codes of practice and the Company’s own procedures and rules.
• Must work on the principle of treating customers fairly and behave in an ethical manner.

Main Responsibilities:

1.  Renewals

• Liaise with Manager as to method of obtaining renewal information and preparation of renewal questionnaire
• To prepare complete, clear and accurate broking presentations in line with departmental standards, so that negotiations with underwriters produce the most competitive premiums and best insurance coverage for clients
• To process renewal and all other invoices and documentation within the office timescales
• To ensure that declarations in respect of year end adjustable policies are collected as soon as possible after renewal

2. Day to day servicing

• To ensure that all additional cover requested during the year is advised to insurers immediately and confirmed in writing.
• To keep Manager informed of significant developments
• To check and process policy documents/endorsements, together with invoices for accuracy prior to dispatch to clients
• To ensure that all records (file and computer) are accurate during the currency of the insurance to reduce Errors & Omissions exposure
• To ensure records are archived as appropriate
• To provide risk management data in an agreed format
• To refer all complaints to the Complaints Officer immediately
• To refer any potential Errors & Omissions immediately to Director and or Compliance Manager

3. General

•  To provide a positive contribution to the team objectives
• To answer the telephone, ensuring that information given is accurately recorded
• To make records of all conversations and meetings with customers and/or insurers, or other relevant business contact
• To update knowledge of insurance market as & when developments occur
• To continue improvement in technical insurance knowledge
• To liaise with accounts department as and when required
• To carry out tasks which from time to time may reasonably be requested by a senior member of staff
• To ensure self-development through attendance at Technical Seminars, Courses, Professional Studies etc.
• To ensure diary checks are maintained

Experience

• Minimum of 3 years in the insurance industry preferably with Commercial experience
• Acturis system – useful but not essential
• A background in on-line broking systems is required

Skills

• Excellent and accurate administration & communication skills
• Networking / influencing skills
• Problem solving ability
• Ability to utilise IT for maximum advantage

Remuneration package

• Competitive salary depending upon qualification for role and experience
• Bonus
• Pension
• Private Medical insurance, Life Assurance, Disability insurance