Job Title

Commercial Account Handler

Salary

22-23k

Location

Leicestershire

Sector

Insurance

Appointment Type

Technician

Job Description

With over 30 years experience specialising in the Commercial Insurance Sector, My client is a leading Independent Insurance Broker in the the Leicester area and are currently looking to recruit a Commercial Account Handler

Person Specification

My client is looking for an experienced account handler.

During Insurance Programme administration of a portfolio of commercial clients your duties will consist of.

Processing of Renewals and mid-term Amendments

Day to day handling of Client queries via telephone, email, fax or post

Broking including preparing Broking Presentations and negotiating renewal terms with Insurers

Preparation of Client Renewal Reports

Dealing with new business quotations from existing clients, and new clients when required

Preparation and issue of Demands and Needs Statements, Terms of Business letters

Handling renewal documentation such as Proposal Forms, arranging Surveys

Issue of Motor Cover Notes/Certificates and Confirmation of Insurance letters

Checking and issue of Policy Documentation

Preparing Client Registers of Insurance

Preparation of own letters etc. on Microsoft Word etc.

Premium invoicing and issue of Client Statement of accounts, and credit control when required

Maintaining Client Files and Computer System (MISYS) Records

If you are looking for a new challenge and have relevant experience please apply immediately.

Qualifications & Experience

ACII or CII Qualified (or working towards)

Minimum of 3 years commercial broking experience

Salary Package

22-23k plus annual bonus and Holidays