Account Handler, Cambridge

THIS VACANCY HAS CLOSED

Reporting to:  Commercial Renewals Manager

Working hours:  This is a full-time position, working 37.5 hours per week.   

Key Responsibilities:

• Processing smaller commercial renewals, including e-trade renewals through the Acturis platform
• Ensuring all documents and correspondence are added to the company system
• Attaining cross-sell / up-sell on policies
• Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
• Inviting renewal of allocated client’s policies
• Ensuring all client records reflect the current risk on cover at all times, including accuracy of sums insured, perils, excesses, extensions and exclusions
• Providing administration support for account executives as and when required in obtaining new business quotations and arranging cover.
• Processing mid-term adjustments and quarterly declarations
• Dealing with clients’ day-to-day enquiries on a daily basis, responding promptly and managing expectations
• Referring to relevant account executives, account handlers and directors over any technical queries
• Providing support to team members to ensure client needs are met, particularly during peak periods or in times of holiday/absence
• Maintaining an effective diary system
• Ensuring cover notes are issued where appropriate
• Liaising with the Claims department over claims queries/reports
• Creating all invoices and relevant credit notes for new business, renewals, mid-term adjustments etc., in line with the Broking Manual.
• Successfully manage workload and priorities, assess when additional support may be required and request from a Manager or Director

Requirements

• At least 2 years’ experience working within commercial insurance
• Working knowledge of Acturis would be useful but not essential
• Good IT skills are essential
• Ideally, the successful candidate will hold the Cert CII qualification or be working towards it.