Account Handler
Reports to: Team Leader
Role Objective: Effectively and efficiently administer and service the insurance requirements for potential and existing customers.
Key Responsibilities
·Accurately prepare quotations, renewals and endorsements, market and place new and existing business within the relevant regulations and company procedures
·Ensure that all correspondence is checked and complies with relevant regulations
·Prepare and ensure that all documentation is checked prior to issue.
·Ensure that all amendments are dealt with promptly and confirmed in writing to the client.
·Ensure that all clients with claims are kept informed of progress. Notifying client in writing if unable to deal with any part of the claim.
·Ensure that company procedures are adhered to and complete day to day administration.
·Ensure that all accounts procedures are carried out promptly and accurately
·Undertake special projects requested by management
·Deputise for Team Leaders as requested
Relationships
Staff, Managers/Directors within JCB Insurance Services Ltd
Staff and Managers within the JCB Group
Customers at all levels
Insurers
Other external organisations
Suppliers
Knowledge and Skills
·Working Knowledge of Commercial and Private insurance
·Knowledge of Insurance Codes of Practice, Data Protection, Money Laundering, Law of Agency, and Legal Principals of Insurance.
·IT and keyboard skills
·Time Management
·Selling skills
·Team Player
·Self Motivation
·Customer Care
·Letter Writing
·Telephone skills
·Negotiation
·Communication
