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Insurance Account Handler

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Job Description

Insurance Account Handler

Job posted by: Natalie Morgan

Our prestigious client is seeking a highly motivated Insurance Accounts Handler to join their team. You

will be required to do the administration of clients' insurance requirements on a daily basis, including

general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of

premiums and cross-sales. Must have a minimum of 2 years' experience in providing specialist advice

in the insurance market. Must be qualified to a minimum of Cert CII (or gain the qualification within

18 months of joining)


* Assist in achieving Group/Division client retention targets by providing an excellent level of


* Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal,

attend client meetings as necessary and action meeting points (if applicable).

* Undertake market exercise to establish most competitive terms available.

* Obtain renewal terms and present to client.

* Produce and issue professional summaries and reports using templates.

* Issue renewal documentation in line with contract certainty.

* Ensure premiums are collected prior to the commencement of cover and in line with procedures.

* Prioritise and handle all work

You should have a good working knowledge of all the main classes of General Insurance and the CII's Code of Ethics and GDPR and also a good level of technical insurance skills, to be assessed by regular

in-house testing.

This is a great opportunity to be part of a well-established company, so if you feel you have the relevant

experience then please apply with an up to date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.

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