Account Handler (Commercial)

CV-Library

Posted on Sep 5, 2024 by CV-Library
Manchester, Greater Manchester, United Kingdom
Accountancy
Immediate Start
£27.5k - £27.5k Annual
Full-Time
Job title: Account Handler (Commercial)
Department: Commercial
Location: Manchester
Reporting to: Commercial Deputy Client Service Manager
Benefits: Competitive salary, 25 days holiday, 6% employer contribution pension scheme, buy & sell holiday scheme, cash plan, life assurance (4x basic salary), income protection, private medical insurance (when eligible), hybrid working, discounted insurance, EAP

Main purpose of job: To provide a quality service to clients in respect of renewal and new business insurance arrangements advising, arranging, and securing appropriate cover for our clients’ demands and needs.

Verlingue have established Client Services teams in Manchester. Currently the Commercial team work with premium of up to £10,000 & generally with two preferred Providers. The volume of business is rising rapidly and career opportunities within Manchester and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.

Key Accountabilities

General Responsibilities

Maintaining relationship, interaction and liaising with insurers on day-to-day basis
Maintaining relationship, interaction and liaising with insurers on day-to-day basis
Processing MTA’s and administration
Ensuring all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures and full utilisation of Acturis
To answer the telephone, ensuring that information given is accurately recorded
To update knowledge of insurance market as & when developments occur
To continue improvement in technical insurance knowledge. A minimum of Cert CII will be required within 12 months of employment
To liaise with accounts department as and when required
New Business

Broking clients under £10k premium (or passing to Corporate) and Scheme / Facility business
Invoicing
Policy wordings – checking correct and suitable for client demands, needs and cover requirements
Risk Register production
Renewal Business

Updating records with any changes to client demands, needs, cover requirements, Fact Finds and underwriting information.
Production of initial draft Broking presentation for Broker.
Pipeline register completion
Obtaining terms from holding insurers
Renewal Report production
Invoicing
Premium finance negotiation and administration
Risk Register production
Policy wordings – ensuring correct and suitable for client demands, needs and cover requirements

Person Specification

Cert CII - desirable
Previous experience in the insurance industry preferably with the Commercial Client Servicing experience
Good working knowledge of the Acturis system
Good working knowledge of on-line broking systems
Good working knowledge of General Commercial Lines business and the Broking market
A willingness to pursue professional qualifications
A Can-do attitude with good communication skills, both written and verbal
Excellent and accurate administration
Ability to utilise IT for maximum advantage
Drive to achieve results, solve problems and deliver service and ability to work to deadlines
Good relationship building and influencing skills
Aligned with the Verlingue values and behaviours

REF-(Apply online only)

Reference: 222270757

https://jobs.careeraddict.com/post/94887812
CV-Library

Account Handler (Commercial)

CV-Library

Posted on Sep 5, 2024 by CV-Library

Manchester, Greater Manchester, United Kingdom
Accountancy
Immediate Start
£27.5k - £27.5k Annual
Full-Time
Job title: Account Handler (Commercial)
Department: Commercial
Location: Manchester
Reporting to: Commercial Deputy Client Service Manager
Benefits: Competitive salary, 25 days holiday, 6% employer contribution pension scheme, buy & sell holiday scheme, cash plan, life assurance (4x basic salary), income protection, private medical insurance (when eligible), hybrid working, discounted insurance, EAP

Main purpose of job: To provide a quality service to clients in respect of renewal and new business insurance arrangements advising, arranging, and securing appropriate cover for our clients’ demands and needs.

Verlingue have established Client Services teams in Manchester. Currently the Commercial team work with premium of up to £10,000 & generally with two preferred Providers. The volume of business is rising rapidly and career opportunities within Manchester and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.

Key Accountabilities

General Responsibilities

Maintaining relationship, interaction and liaising with insurers on day-to-day basis
Maintaining relationship, interaction and liaising with insurers on day-to-day basis
Processing MTA’s and administration
Ensuring all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures and full utilisation of Acturis
To answer the telephone, ensuring that information given is accurately recorded
To update knowledge of insurance market as & when developments occur
To continue improvement in technical insurance knowledge. A minimum of Cert CII will be required within 12 months of employment
To liaise with accounts department as and when required
New Business

Broking clients under £10k premium (or passing to Corporate) and Scheme / Facility business
Invoicing
Policy wordings – checking correct and suitable for client demands, needs and cover requirements
Risk Register production
Renewal Business

Updating records with any changes to client demands, needs, cover requirements, Fact Finds and underwriting information.
Production of initial draft Broking presentation for Broker.
Pipeline register completion
Obtaining terms from holding insurers
Renewal Report production
Invoicing
Premium finance negotiation and administration
Risk Register production
Policy wordings – ensuring correct and suitable for client demands, needs and cover requirements

Person Specification

Cert CII - desirable
Previous experience in the insurance industry preferably with the Commercial Client Servicing experience
Good working knowledge of the Acturis system
Good working knowledge of on-line broking systems
Good working knowledge of General Commercial Lines business and the Broking market
A willingness to pursue professional qualifications
A Can-do attitude with good communication skills, both written and verbal
Excellent and accurate administration
Ability to utilise IT for maximum advantage
Drive to achieve results, solve problems and deliver service and ability to work to deadlines
Good relationship building and influencing skills
Aligned with the Verlingue values and behaviours

REF-(Apply online only)

Reference: 222270757

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