Junior Commercial Account Handler

Reference Code:

SRMJAH

Location:

Middlebrook (Horwich) moving to Wigan in near future

 

We are looking for a Junior Commercial Account Hander. The role will involve working closely with the team and you will administer a portfolio of client insurance programmes handling a range of commercial business.

Key responsibilities and accountabilities:

  • Dealing mainly with Commercial accounts

  • Administration duties for mid-term adjustments, renewals and new business quotations

  • Preparing renewal files

  • Process all paperwork in accordance with the company procedures and service standards

  • Keeping abreast of market conditions and developments

  • Handling and responding to requests quickly, efficiently and accurately

  • Produce and issue policy documentation

  • Building up detailed knowledge about the company's products

  • Treat customers fairly at all times having assessed their specific needs

  • Understanding and maintaining a good working knowledge of the rules and compliance procedures of the FCA

  • Ensure that you conduct yourself in accordance with FCA rules and guidelines as issued by the company

  • Complete all administration and paperwork in accordance with Company Procedures

  • Prepare new business or renewal reports

  • Maintain the existing client base

  • Receive, check, prepare and dispatch policy documentation to the client

  • Any additional administrative support required for clients/insurers

Experience/Skills required

 

Minimum 2 years previous account handling experience within commercial insurance

Essential

Knowledge of insurance products and markets

Essential

Knowledge of policy cover and exclusions

Essential

Knowledge of Financial Services Authority Insurance Conduct of Business

Essential

Excellent telephone manner and customer service focused 

Essential

Strong administration skills – attention to detail

Essential

Ability to gather and analyse information

Essential

Organisational and time management skills

Essential

Knowledge of working with Acturis

Desirable

Personality / Other Qualities

 
Ability to work as part of a team but be able to work under own initiative when required

Essential

Ability to work productively amidst frequent interruptions and remain calm under pressure

Essential

Professional, confident and approachable manner showing tact and diplomacy at all times

Essential

Discretion and the ability to work in a highly confidential environment

Essential

Demonstrates an adaptable and flexible attitude

Essential

Highly motivated and customer care focused

Essential

Please do not send enquiries to the department manager of the specific team.