Account Handler
Real Estate
Surrey
Competitive salary + excellent benefits

Property Insurance Account Handler

Ref: 4044| Posted: 3rd Jul 2023

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Insure Recruitment are currently assisting a global broker who are going through a period of growth who are seeking an experienced Property Account Handler to join their team.  The successful applicant will work in a fast-paced and dynamic environment providing outstanding support to the Account Executives.

You will be responsible for -

  • Servicing your client accounts during the renewals process; admin, presentations, negotiating premiums and managing all paperwork. It's a varied and busy role, but one that will also broaden your expertise.
  • Working in partnership with our Account Executives, to deliver the needs of your clients. First-class interpersonal skills, dedication to customer happiness and awareness of maximising opportunities are critical to your success.
  • Build renewals documents, reports, balancing the mid-term adjustments and crafting new quotes for customers. A high attention to detail is essential when dealing with this much information.
  • Ensure client details are recorded accurately and entered onto Acturis quickly; this allows us to keep all client records accurate for audit purposes.
  • Provide cover by the renewal date to meet your client's needs. Being organised, efficient and dedicated to your clients means you handle all of this on their behalf.
  • Assist your clients with queries daily, confirm cover with the insurers, process policies and chase up outstanding documentation when required.
  • Manage all account queries and credit control matters, highlighting any concerns to account managers on time.
  • Prepare underwriting information for presentations to insurers.  Design and deliver presentations as required.
  • Follow up on new and existing renewal business quotations.

Skills, Experience and Qualifications Required for the role:

  • Working towards or Cert CII qualified,
  • Experience of working towards targets within a regulated, measurable framework and achieved SLA’s.
  • Worked in teams servicing both clients and colleagues; with excellent customer service skills and the ability to negotiate hard.
  • Evidence your strong rapport-building skills and excellent communication skills.
  • Risk-aware with strong planning and analytical skills
  • With attention to detail and a dedicated customer service focus.
  • Educated to A level as a minimum.

After completing your training and induction, you can enjoy hybrid working flexibility (3 days in the office 2 from home) you will be working in a thriving office which is based in Surrey. Excellent benefits on offer including 25 days starting and an option to buy/sell holiday up to 30 days per annum + excellent pension and flexible benefits to tailor around your needs.  

Please apply for the role by submitting your most up-to-date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.

Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.