Expire in: a month
Client Account Handler
Location: Cirencester (hybrid)
Salary: £25/£32k depending on experience
We are pleased to be supporting our Cirencester based Client with the recruitment for a Client Account Handler. This role requires a high level of customer service (ideally from an insurance background), confident, clear telephone manner and the ability to manage your own workload. Hybrid working available (3 days office, 2 days home working – Monday and Friday). Great team environment and prospects - our client really values their staff and offer incentives, team building and training!
Overall objectives: The role has responsibility for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of insurance. Ensuring a quality service is provided to all clients in accordance with their needs and requirements.
Duties and responsibilities:
Ensure accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role:
-New Business
-Renewals
-Mid Term Adjustments
-Claims
-Queries
-Premium financing arrangements
* Meetings and office visits
* Advising clients on existing products in accordance with their needs
* Ensure bad debt queries are dealt with efficiently and in line with company procedure.
* Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the compliance manual – use checklists and support documentation as provided by the company to assist with demonstrating compliance.
* Handle any complaints in accordance with company procedures and regulatory requirements.
* Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
* Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance.
* Actively secure new business by approaching our panel of insurers to ensure the client is
* Actively secure renewal business by re-broking existing business to ensure the client is
* Attend underwriter visits when requested.
Insurer/Underwriters -Develop and maintain effective and valuable relationships with insurers and underwriters for the benefit of the company and its clients.
Security - Ensure personal data (client and employee) is secure, held and properly utilised in accordance with the principles of the Data Protection Act (2018) and Company policies.
Administration- accurate and timely admin and data management.
Candidate requirements:
The ideal candidate will have previous experience of working in a insurance or customer services based role. Knowledge of property insurance would be a great advantage. Training will be given for the right candidate!
Essential:
* excellent customer services skills
* professional telephone manner
* accurate data entry
* aptitude with numbers
Please forward your up to date CV details to Lorraine and call to discuss your application.
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