Commercial Account Handler - Commercial Insurance
Job Market - Insurance
Job Location - London
Commercial Account Handler - About the role
To assist Account Executives with the retention of existing customers by continual development of relationships and delivery of customer service standards.
Commercial Account Handler - Key duties
Day to day planning and allocation of tasks/new business and renewals
Managing individual staff work load where needed - This is monitored by submission of weekly work states and discussions held during the weekly account handler meeting.
Managing the central renewal list for the Property & Construction division - this includes keeping a central database of renewals 90 days in advance. Producing individual account exec reports and distributing on a monthly basis.
A referral point within the team for technical, processing and system queries.
Dealing with complaints from a ground level, engaging with clients where necessary and/or assisting the account handler in resolving any issues.
Provision of professional advice and service to client
Provision of quotations as directed
Preparation and issue of Risk Registers / Pre-renewal Agendas / Submission / Renewal Reports for issue to Clients/Insurers
Documentation checking prior to account Executive signing off prior to subsequent issue
Securing payment from clients within timescales
Diary - accurate use and maintenance
Accurate use of task bar & diary systems to ensure workload is managed and any problems reported to Commercial Manager
Commercial Account Handler - Key requirements
Good working knowledge of Commercial Insurance contracts
Cert CII qualified (or equivalent experience)