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General Insurance Account Handler

Kirk Recruitment

Posted on Jul 16, 2021 by Kirk Recruitment

Surrey, United Kingdom
Accountancy
Immediate Start
£28k - £28k Annual
Full-Time


Duties and responsibilities:

Key performance indicators:

Ensure all Key Performance Indicators are achieved (new business, renewals, cross selling and overall profitability) and are attained compliantly with FCA regulation.

The Role:

Provides broking services to all clients

To provide a quality service to existing clients, covering all aspects of their insurance arrangements; to advise, review, arrange and secure the appropriate cover at a competitive premium

Deal with new business, mid-term adjustments and renewals in the relevant markets according to company terms and conditions, referring to senior colleagues, experts or insurers when issues fall outside own experience or knowledge.

Carry out instructions regarding the arrangement or amendment of insurance for clients, referring the query to the appropriate person when the enquiry falls outside own knowledge and experience

Deal with telephone enquiries promptly, referring the query to the appropriate person when the enquiry falls outside your own knowledge and experience.

Be aware of market developments in your business areas and bring them to the attention of clients and colleagues where appropriate

Input and accurate processing of new business, amendments and renewals on the computer system to maintain accurate records, keeping hard-copy records on customer files where appropriate and in accordance with company procedures

Maintaining an accurate and up to date diary system to ensure all documentation is issued and payments collected in a timely manner in accordance with company procedures

Exercise judgement when reviewing proposals, either new or renewals, referring to a senior colleague or insurer when appropriate

Attach correct wordings to certificates including any other wording (exclusions, conditions, warranties etc.) in respect of self-issue policies

Liaise with Insurers, other colleagues and Claims when appropriate.




Reference: 1257104138

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