Description:
As an Account Handler within our Rural or Small Business Unit teams, you will play a crucial role in maintaining strong relationships with clients while contributing to business growth through proactive engagement. The role has authority to deal with insurers and clients as required to transact business.
Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.
Key responsibilities
- Prepare renewal schedules and proactively reach out to clients before renewal dates, ensuring compliance with industry regulations.
- Handle incoming new business inquiries promptly and prepare customised quotations for potential clients.
- Use your negotiation skills to explore alternative quotes and find the best solutions for clients well in advance of renewal deadlines.
- Manage all documentation, including invoices, credit notes, and other paperwork, ensuring a seamless renewal experience for our clients.
- Identify cross-selling opportunities within our client base and collaborate with colleagues to maximise revenue.
- Work alongside our dedicated Claims Handler to provide efficient claims handling support when needed.
- Prioritise client requests and strive for satisfactory outcomes, building strong relationships with our valued clients.
- Adhere to compliance procedures, FCA guidelines, and maintain organised file management.
- Foster positive relationships with insurance companies, ensuring smooth communication and efficient service delivery.
- Monitor delegated authority under agency agreements and maintain an effective credit control system.
- Operate an effective credit control system and report as required
Knowledge, skills and experience
- Good organisational ability
- Previous broking experience preferably specialising in farm & estate, household and liability insurance
- Knowledge of wide range of commercial insurance products and companies
- Experience in obtaining information from clients via telephone & e-mail
- Experience in obtaining quotes and placing business
- Confident communications skills – both written & oral
- Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
- Sound knowledge of FCA requirements within a broking role