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Commercial Account Handler (Cardiff)

Posted on Jan 24, 2019 by Anonymous

Cardiff, South Glamorgan United Kingdom
Accountancy
Immediate Start
£22k - £25k Annual
Full-Time
Commercial Account Handler
Monday to Friday 9am to 5:30pm.
Cardiff
£22,000 - £25,000
Our client; a personal and commercial insurance brokers is looking for an experienced commercial account handler to provide first class service and support to their clients, by supporting the Commercial Executives. They are looking for an experienced handler, familiar with but not limited to policies such as commercial combined, fleet, motor trade, packages, D&O ,pubs, restaurants.
Duties and responsibilities:
• To support the Commercial Executives to provide support for/to commercial clients
• Ensure conversion of new business and create new paper files and/or system records
• Service of existing accounts with retention of renewals to achieve company income targets in accordance with Company procedures and regulatory requirements. Issued levels of personal authority and responsibility recorded in this job file will apply
• Respond to enquiries from Commercial Account Executive, clients and underwriters and ensure that all information is obtained and communicated in a courteous and helpful manner
• Fact find to identify the client's requirements, obtaining quotations using the correct markets, advising the most appropriate terms and cover and to discuss any additional covers to ensure that all the insurance needs are met
• If quotations are verbally accepted, the job holder will issue, with the authority of the Commercial Account executive, written confirmation, providing full details of cover, enclosing proposal(s) for completion and other documentation required to comply with The Financial Conduct Authority regulation
• Ensure that all paper files and/or system records are up to date and accurate following all client contact. Check all insurance documentation is correct
• Manage the departmental diary system
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Reference: 630046257