Account Handler, North Ayrshire

Summary of the role

A leading insurance brokerage specialising in SME and commercial insurance solutions are seeking a dedicated professional to join the company, as an Account Handler. They are looking for someone who will play a pivotal role in creating documents for new customers, ensuring all customer details are recorded accurately and entering on to the system and obtaining renewal terms for customers. You will be responsible for preparing renewal closings from meeting minutes, managing insurer and customer queries about their policies and dealing with account queries and credit control matters.

What you'll be doing

• Creating documents for new customers, along with any mid-term adjustments and renewals information too.
• Ensuring all customer details are recorded accurately and entering on to the system in a timely fashion to ensure data integrity.
• Obtaining renewal terms for customers, always ensuring you've explored other options before providing the best available solution.
• Preparing renewal closings from meeting minutes and ensuring cover is bound by renewal date.
• Managing insurer and customer queries about their policies. Confirming cover with relevant insurers, processing policies and chasing up outstanding documentation when required.
• Dealing with account queries and credit control matters highlighting any concerns.
• Applying fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.

What we're looking for

• Minimum of 1 year of Personal Line experience.
• Previous experience in the insurance/financial services industry.
• Outstanding communication and interpersonal skills.
• Strong planning and analytical skills with high accuracy and attention to detail.
• Being proficient in MS Office, CDL and Acturis experience would be advantageous.

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.