Account Handler

Division : Jelf | Insurance Brokers
Advert Contact : Careers : 0844 264 1456
Contract Type : Full Time
Location : Worcester - Apex

As our successful Account Handler you will build rapport with clients via telephone and email, as well as preparing reports, updating internal systems and providing general administrative assistance. You will provide professional and complete documentation in a compliant manner within agreed timescales.

The ideal candidate will show the following skills throughout the recruitment process:

Experience from either a commercial broking or underwriting background with good working knowledge of a range of premiums
Build a rapport with clients, colleagues and providers
Prioritise workloads and assisting colleagues where necessary
Taking ownership of an enquiry whilst demonstrating excellent knowledge
Maintain the company culture by ensuring a professional and appropriate manner at all times
Use initiative to resolve queries outside own area of expertise
A good working knowledge of all major classes of insurance, including liability and professional indemnity

As our Account Handler you will work as part of a team, and you will be responsible for providing support and advice to our commercial clients with regards to their insurance. You will be involved in new business, renewals and midterm alterations, along with identifying upselling and cross selling opportunities. You will liaise with insurers and internal departments to ensure the client receives the best service possible.

We are looking for someone who has good technical knowledge, with an eye for detail and the ability to work towards providing our clients with advice on their insurance requirements.

You will be working with a range of premiums and will be required to work with minimal supervision. This role requires somebody with account handling insurance experience, who is methodical and able to prioritise your workload. You should have excellent interpersonal skills and maintain a professional attitude at all times.

Your main responsibilities include but are not limited to:

Providing clients with day-to-day technical and administrative support with regards their products and services with Jelf
To understand the clients insurance needs and identify the correct insurer market
Maintain accurate data and documentation in a compliant manner and to the required timescales
Work on own initiative and to prioritise client's enquiries effectively, advising colleagues and Team Leader of workload and potential delays in processing
Ensuring that all business activity is logged and recorded on core systems accurately and monitored

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