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SME Account Handler
Sector
: General Insurance
Region
: Yorkshire & Humberside
Location
: Leeds
Salary
:
Job Ref.
: NM569567

Job Information

Cameron James is proud to be working with a rapidly growing regional insurance broker who is looking for an SME Account Handler.

Ideally, you will have experience working in a client focused role dealing with a variety of SME insurance products, and be able to demonstrate a good understanding of excellent customer service, skills of negotiation, broking and market awareness. You will ensure standards of service to customers are in accordance to those laid down by the company along with FCA regulatory rules and guidelines.

Key Responsibilities

•Assist in renewal process, preparation of submission and the gathering of information
•Obtain renewal terms for customers and identify potential alternative quotations before producing presentations for account managers to discuss with customers
•Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with management
•Ensure all customer details are recorded accurately and entered onto system in a timely fashion
•Deal with Insurer queries in relation to customer policies
•Assist with customer queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies
•Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
•Deal with account queries and credit control matters, ensuring they are resolved efficiently and any concerns are raised
•Deal with general account queries, and ensure that they are resolved efficiently
•Perform miscellaneous office duties in support of account servicing
•Manage own workload in order to effectively service the client relationship and ensure placements are completed within client deadlines