Account Handler

Role:    
Account Handler (Covering: Personal Lines (Home & Motor), Commercial Vehicle, Property Owners, Commercial Combined & Liabilities)

Department:   General Insurance Team  

To work as part of a team in the processing of quotations, new business, mid- term alterations and renewal retention on an existing and growing book of business.  

Duties & Responsibilities:
 

• Answer telephone enquiries.
• Take information in order to provide a quotation.
• Liaise with Insurers and product providers.
• Provide quotations to clients.
• Arrange cover for clients.
• To be able to collect premiums from clients and understand processes for doing so.  
• Check proposal forms received from Clients before sending to Insurers.
• Chase clients for documentation
• Check policy documentation before sending to clients
• Take details and process mid-term alterations.
• Chase clients for premiums
• Prepare renewal documents and send to clients.
• Answer queries received from clients and Insurers.
• To be able to use a computer system to deal with and manage clients including a computer diary system.
• Provide new business quotations to prospective clients.

Responsible to:        General Insurance Team Manager.

Hours:       
37 hours week: 
Standard day: 9:00am to 5:30pm (5pm finish on Friday)

Location: 
Hybrid Remote (2 days office, 3 days home)

Experience:
Ideally minimum of 3-5 years insurance broking experience and ideally previously dealt with the above products.

Software:
Use of Applied Epic or Open GI is preferred

Salary
preferably within £26,000-£32,000 (Higher commercial lines experience will be higher in the band)