Lettings Insurance Account Handler, Cambridge

THIS VACANCY IS CLOSED

Reporting to: Scheme Manager

Working hours: Full Time - Monday to Friday 9am to 5pm (with one hour unpaid for lunch). Initially working full time in the office, a blend of office and home working will be available in line with the company Smart Working Policy on completion of probation.

Key Responsibilities:

• Providing comprehensive customer service to meet the insurance needs of our clients, while providing support to the Personal Lines team
• Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
• Negotiating and inviting renewal of allocated clients' policies
• Ensuring all client records reflect the current risk-on-cover at all times, including accuracy of sums insured, perils, excesses, extensions and exclusions
• Provide administration support as and when required in obtaining new business quotations and arranging cover
• Processing mid-term adjustments and MID updates as required
• Processing quotes within SLA timescales
• Dealing with clients’ day-to-day enquiries, responding promptly and managing expectations
• Referring to relevant managers, 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/activity/task system
• Attain cross-sell/up-sell on policies
• Ensuring cover notes/green cards are issued where appropriate
• Collating meeting notes, documenting and completing actions as required
• Liaising with 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/company procedures.

Requirements

• At least 2 years’ insurance experience. Previous experience working within Lettings Insurance or Property Insurance would be advantageous
• Excellent communication and organisational skills
• Good IT skills are essential 
• Ideally, the successful candidate will hold the Cert CII qualification or be working towards it.