Description:
We are looking to recruit an Account Manager to join our team in the Coventry Office. You will be responsible for servicing accounts for our clients within the renewals lifecycle process, including but not limited to renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation.
You will have experience of working as an Account Handler (ideally dealing with Corporate and global clients) and be able to demonstrate a good understanding of excellent customer service, skills of negotiation, broking and market awareness. You will ensure standards of service to customers are in accordance to those laid down by the company along with FCA regulatory rules and guidelines.
Key Responsibilities
- Assist in renewal process, preparation of submission and the gathering of information
- Obtain renewal terms for customers and identify potential alternative quotations before producing presentations for account executives to discuss with customers
- Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with management
- Follow up on quotations and lend support to Brokers
- Ensure all customer details are recorded accurately and entered onto system in a timely fashion
- Prepare renewal closings from renewal meeting minutes and ensure cover bound by renewal date
- Assist in the PRISM process as directed by Broking Manager
- Deal with Insurer queries in relation to customer policies
- Assist with customer queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies
- Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
- Check and deliver policy documentation from Insurers to client
- Manage accounts enquiries and liaise with Account Department to resolve queries
- Deal with account queries and credit control matters, ensuring they are resolved efficiently and any concerns are raised
- Deal with general account queries, and ensure that they are resolved efficiently
About You
Experience, Knowledge and Skills
- Holding/working towards one of the Chartered Insurance Institute Qualification: ACII / Dip CII (ACII qualified desirable)
- Educated to GCSE standard or equivalent
- Good knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity – Knowledge of global placements and mechanics desirable
- Demonstrable previous experience within Account Handling role
- Demonstrated rapport-building experience with colleagues and clients
- Evidence of effectively prioritising risks to manage concurrent workflow
- Due diligence in administration and policy checks/processes
- Good knowledge of client market and insurance industry network
- Excellent client service focus
- Able to identify potential risks/issues and seek advice/consultation when required
- Risk aware in customer handling
- Proactive in customer-care
- Good communication and interpersonal skills
- Excellent planning and analytical skills
- Accuracy and attention to detail
- MS office proficiency
- Eligible to work in the UK
- Flexibility to attend client meetings when required.