Property Account Handler

Warwickshire

£30,000-£35,000

The Company:

An award-winning Insurance Broker is looking for a Property Account Handler to join their team. The role will be to offer a comprehensive insurance service to existing and potential new clients.

The Role:

• Provide new business quotations on request, providing relevant advice, information and guidance.
• Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created.
• Take instructions from existing clients in respect of alterations to current policies, ensuring insurers are notified and records updated.
• Working with the Account Executives to plan strategy i.e., renewal approach, identify cross sale opportunities.
• Negotiating with Underwriters to achieve optimal outcome for clients.
• Offer renewal of existing clients' policies with current insurer or move to a new insurer, as appropriate
• Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed
• Control your own diary system, ensuring all items are followed up by the due dates
• Maintenance of up to date client records on the company electronic filing system
• Identify, plan and achieve cross sale opportunities, working with specialist areas within the group
• Support clients in the event of claims
• Provision of risk management advice and risk prevention information/requirements in conjunction with or adherence to Insurers
• Assist, when required, with the Accounts function of the business in carrying out credit control with relevant customers
• To accompany Account Executives on client visits when required to

The Candidate:

• A minimum of 2 years broking experience
• Knowledge of the following classes of insurance - Property, Package Policies
• 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

If this sounds like a great opportunity for the next step in your career, click the apply button now!