Account Handler

A fantastic opportunity has arisen for an experienced Account Handler to join a premier insurance provider that offers comprehensive, tailored solutions for businesses and individuals across various sectors. Their services cover extensive risk management and personal cover, designed to address diverse needs.
Hours 9 - 5 (Monday to Friday)
If you have circa 2 years worth of experience in a similar Account Handler role and a desire to learn then the company will offer you all the support and training you will need.
Account Handler Role Summary:
- Address client and insurer requests promptly, exceeding service standards and following Company procedures.
- Negotiate renewals with insurers to achieve favourable outcomes for clients, maintaining
high renewal retention rates.
- Conduct active housekeeping, issuing client invoices promptly, and addressing outstanding activities.
- Ensure prompt debiting of renewals, and new business and actively participate in setting
up finance agreements, promptly addressing any account queries.
- Assist Account Executives in broking and placing new clients, contributing to overall team
success.
- Identify and pursue cross-selling and upselling opportunities for appropriate products to
existing clients.
- Deliver superior service by keeping promises, meeting deadlines, and ensuring professional
communication.
- Contribute to developing and implementing operational improvements company-wide.
- Maintain files appropriately for easy accessibility by others and assist colleagues with their workload as needed.
- Comply with regulatory requirements, and industry codes of practice, including CII Code of
Ethics, and the Company's procedures and rules.
- Always ensure fair treatment of clients and manage potential conflicts of interest.
- Maintain and develop personal knowledge and skills through Continuing Professional Development (CPD), internal and external training sessions, and staying updated on technical, legal, and market developments.
Candidate profile -
- A minimum of 2 years of broking experience
- Knowledge of Property, Package Policies and Contractors All Risk, Commercial Combined.
- Strong interpersonal skills and excellent communication skills, particularly over the phone
- The ability to work efficiently under pressure and prioritise your workload.
- Excellent planning, organisational and time management skills
- Be a good team player with a drive to succeed.
- Negotiation skills
- Acts compliantly with a good understanding of regulatory requirements.
- IT literate with client systems and Microsoft packages
- Ideally, be qualified to Cert CII level or be prepared to attain this with support from the business.
- Delegated Authorities - Understand the responsibilities inherent in acting on insurers' behalf and implementing, ensuring compliance with regulations and insurer agreements.
This is an excellent opportunity and there will be the opportunity to work hybrid after a period of training.
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...