Commercial Account Handler – Hampshire – up to £25,000 plus benefits
Our client is an Independent Intermediary that offer a range of insurance offerings from Car and Van insurance, Home and Travel cover as well as Business Insurance, Liability and Commercial Insurance.
Job Description
To provide support to personal lines clients and commercial clients to ensure conversion of new business, service of existing accounts and retention of renewals to achieve company income targets in accordance with company procedures and regulatory requirements.
Main Tasks
Respond to enquiries from clients, brokers and underwriters received by phone, letter, e-mail or fax in a courteous and helpful manner and ensure that all information required by clients or underwriters is obtained and communicated.
Complete the key task of “fact finding” to identify clients’ requirements and to provide a quotation to fulfil their needs.
Using the information gathered, determine which Insurers will provide the most competitive rates for the covers required.
Obtain quotations, using quotation system, on-line quotation engines, rating guides or by referring to insurers. Communicate quotations, advising the most appropriate in terms of price and cover to meet the applicant’s needs.
Discuss any “additional” covers to ensure that all insurance requirements are satisfied.
The jobholder will share responsibility for dealing with any actions attaching to existing clients on mid-term adjustments and claims and will occasionally refer to senior colleagues.
Maintain the system for raising renewals, which should be actioned 21 days before renewal date. Manage the departmental diary system and produce renewal documentation.
Handle referrals from the Administration section in respect of quotations, adjustments and renewals, where appropriate.
Chase and receive payments by cheque, credit card and direct debit for new business, renewals and policy amendments. Issue receipt documents and send renewal documents.
Skills
• Essential that candidates have previous Commercial Insurance, with knowledge of Shops and Offices, Public and Employers Liability, Motor Fleet, Restaurants and Pubs and P.I
• Essential that you have knowledge of New Business and Quotations, Renewals, Claims, Processing and Compliance Regulations.
SLS Services Ltd operates & advertises as an Employment Agency for permanent positions and as an Employment Business for contract/temporary positions.
