Job Details

Commercial Insurance Account Handler

Sector:General Insurance

Region : West Midlands

Location: Lichfield

Salary: to 60k DOE + Bonus & Benefits

Job Ref.: DAR190526

Job Information

Commercial Insurance Account Handler - Lichfield office based 5 days per week

Overview of Benefits of the position – Salary negotiable DOE to c 55-60k

Free Car parking or parking permit                                                                                                                                                                 

26 days holiday plus their Birthday off   

Overview of Job Specification as below;

 

SENIOR ACCOUNT HANDLER

JOB DESCRIPTION

 

  • Account Handler for all types of commercial & personal insurances ranging from single policy to business portfolios ( e.g. Motor, Motor Fleet, Commercial Combined, Household, High Net Worth, Travel, Liability, Property, PI, LE, Marine etc .. )    for new business, adjustments and renewals
  • Obtaining quotations from insurer portals, Acturis quote system & manual marketing 
  • Adding client policy records to Acturis
  • Updating Acturis policy records with any changes
  • Ownership of policy from start to finalising cover
  • Checking policy cover and endorsement wordings
  • Invoicing new business, renewals, mid-term adjustments
  • Responsible for creating and managing own tasks with regular updates to clients & Directors
  • Hands on approach with insurers, clients & Directors
  • Responding to all email and phone queries in a timely manner
  • Writing letters to clients 
  • Independent working and learning
  • Negotiating favourable policy terms on behalf of clients
  • From time to time, attending client meetings off site
  • Preparing meeting notes
  • Efficient use of Acturis system ( full training will be given )    
  • Submitting a weekly work return
  • Working as part of team
  • Critical thinking and problem solving   

 

If you wish to apply for this position please click on the link and a consultant from Cameron James Professional Recruitment will be in contact with you