Commercial Account Handler (SB250)

Manchester

Commercial Account Handler to work with the Directors and Account Executives to acquire, maintain and renew commercial insurance policies and to assist in meeting the objectives of the business.

Role

• Revenue - To fully support Directors and Account Executives to achieve and exceed budgeted income.
  
  • To ensure that documentation is accurate and correct and issued to clients in an efficient manner.
  • To chase insurers for outstanding documentation.
  • To advise insurers of mid-term adjustments and to process the necessary documentation to the client.
  • To ensure that presentations to insurers are prepared for quotations to prospective clients.
  • To carry out the broking of new business risks and refer any queries to a line manager for attention as appropriate.
  • To ensure that renewals are processed accurately and in good time.
  • To carry out re-broking of any renewal business as required.
  • To deal professionally and efficiently with enquiries and queries from both insurers and clients.
  • To liaise with insurers and underwriters to ensure that business opportunities are identified and the business relationships are maintained.
  • To provide management information and reports to the Directors as required.
  • To maintain an effective diary system.

• Placement and Administration - To ensure that efficient support services are provided.
  
  • To maintain client files using the agreed procedure.
  • To ensure that the Company’s compliance policies are adhered to.
  • To ensure that the Company’s computer system is kept updated with accurate client and policy information.

• Finance and Reporting - To maximise investment income.
  
  • To raise client debit notes for despatch to the client.
  • To ensure that finance administration is completed by the client in a timely manner.
  • To ensure that client outstanding monies are received within the agreed timescales and to liaise with and actively support credit control.
  • To investigate and resolve account queries as required.
  • To undertake other tasks as directed by your line manager.

• Claims - To support the claims function in administering and handling claims.
  
  • To help clients through the claim process.
  • To ensure that claims information is provided to insurers in an accurate manner.
  • To ensure prompt notification of claims once the client has advised us.
  • To deal with claims in an efficient manner ensuring adherence to deadlines imposed by insurers.
  • To support the claims manager in administering live claims.