Account Handler

To manage, grow and be fully responsible for an account of clients & policies

To generate revenue and provide a professional and efficient service to all customers through the promotion and recommendation of products in accordance with customer needs and demands, whilst ensuring full FCA compliance.

Fully analyse a client’s current insured and uninsured risks, and where any uninsured risks are identified offer appropriate products and solutions.

Management of premium payment, finance agreements and overall credit control

Effectively manage aged debt

Preparation of market submissions to insurers and policy presentations to clients

Negotiate policy terms, conditions, premium and income with both insurers and clients

Review market results, analyse information gathered and undertake sufficient research, to make suitable insurer and product recommendations and demonstrate competency by explaining the extent of cover

Accountability for delivering excellent customer service and retention for all customers, ensuring achievement of compliant operations with FCA rules and internal policies and procedures

To regularly propose to clients ideas and proposals that they could follow to improve overall sales performance.

Maintain appropriate, regular contact with existing clients, to ensure that their insurance requirements continue to be met

Maintain a proactive approach at all times in seeking to maximise business opportunities with existing and potential new clients

Securing cross selling business and referrals

Provide new business quotations for all classes of general insurance on request, providing relevant advice, information and guidance

Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created

Negotiation and presentation to insurers in order to secure most appropriate cover for the client

Negotiable salary package

Additional benefits (e.g. Pension, Death in Service, Discounts, Holiday)

Relevant commercial insurance broking industry experience.

Handle new business, renewals and mta’s for a range of insurance risks

Knowledge of company industry types and operating conditions

Ability to develop and maintain client relationships

Excellent interpersonal, written and verbal communication skills

Pro-active and self-motivated

Planning and organisation skills to meet deadlines

Attention to detail

Co-operative and supportive team player

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.