Account handler - united kingdom, telford, shropshire
account handler telford 19.5k per annum handle a portfolio of smaller and medium sized insurances/clients. administering clients accounts. collating information and preparing reports. to provide a quality service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium. principle objectives take instructions relating to the provision of insurance cover from clients. give instructions to insurance providers. check policy documents, (including endorsements) for accuracy prior to receipt by clients. ensure that company procedures and systems are followed and reviewed. handle the invoicing of premiums due throughout the life of policy. ensure that files are diaried on the firms system manage files as per company policies and procedures. to maintain effective credit control in respect of allocated clients processing correspondence, invoicing, quotations, mid-term adjustments and computer input. obtaining quotations and arranging cover. verifying documentation and endorsements. preparation of renewal reports and new business quotations competences maintains own competence and compliant status analyses and assesses clients needs presents recommendations to customers relating to their insurance needs plans and organises own work provides an excellent service to clients manages own time skills required be able to apply own judgement and experience when making decisions or giving advice to clients, including when to refer to an alternative appropriate expert. highly developed communication skills, both verbal and written, that are effective and meet business needs. confident and effective telephone skills. the ability to prioritise and organise own workload the ability to work supportively and jointly with colleagues ability to work under pressure and to deadlines when required ability to work without supervision it skills ms word, ms outlook, ms excel, accurate data input skills own company designed system job types: full-time, permanent salary: up to gbp19,500.00 per year
Apply to this job now Report abuse