Account Handler
Insurance
Birmingham
Excellent salary plus flexible benefits

Account Handler

Ref: 4220| Posted: 27th Jun 2024

As seasoned insurance professionals dedicated to providing exceptional support to your clients, are you ready to advance your career to commercial insurance? We are on the lookout for 2 Insurance Account Handlers to join an award-winning global insurance business in Birmingham. 

In this role, you will service a robust SME book of existing clients (premium levels up to £10,000), covering a broad range of commercial classes of insurance. This is a fantastic opportunity to elevate your insurance career, working with clients in the public sector.

We will consider candidates with either personal lines or commercial insurance experience, as commercial product training will be provided. This role is hybrid, and you will be working 2 days in the office and 3 days from home.

Supporting a book of existing clients, your focus will be on retaining and growing accounts by offering exceptional assistance to existing customers and maximising cross-selling opportunities.

Your responsibilities include:

  • Creating documents for new customers detailing their insurance requirements.
  • Obtaining renewal terms for customers, researching suitable alternatives, and preparing presentations for Account Managers to discuss in face-to-face meetings.
  • Coordinating all renewal quotes for existing customers and handling any mid-term adjustments.
  • Managing insurer queries related to customer policies, confirming coverage, processing policies, and ensuring all necessary documentation is completed.
  • Securing and verifying policy documentation from insurers before approval and release by the Account Executive.
  • Addressing account queries and credit control issues, promptly reporting any concerns to Account Managers.

To be successful in this role, you will need to:

  • Hold or be working towards one of the Chartered Insurance Institute Qualifications: Dip CII/FIT is preferred.
  • Experience with Acturis (advantageous).
  • Have insurance administration experience, either commercial insurance or personal lines insurance (required).
  • Be aware of risks when handling customer information and seek advice when necessary.
  • Be diligent, process-driven, and deadline-oriented, with strong organisational and analytical skills.
  • Have a keen eye for detail and take initiative in assisting team members.

In addition to a highly competitive salary, you will also enjoy excellent benefits, including:

  • A pension contribution scheme.
  • Opportunity to grow to handle mid-market to corporate clients as you progress.
  • 25 days of annual leave, with options to buy or sell additional holiday time.
  • A variety of flexible benefits to choose from, such as gym memberships and season ticket allowances.

Please apply today with your most updated CV. 

At Insure Recruitment, we work with clients who are dedicated to building a diverse, inclusive, and authentic workplace.  So, if you’re excited about this role but your experience doesn’t align perfectly with every qualification or criteria in the above description, we encourage you to apply anyway.  You may be exactly what we’re looking for in this or other roles.