Corporate Insurance Account Handler
Posted on Jul 16, 2021 by Kirk Recruitment
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.