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Employers

Personal Lines Account Handler, Cardiff

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Location:

Cardiff, United Kingdom 

Job Category:

Finance

Salary:

€18,000.00 - €21,000.00

EU work permit required:

Yes
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Job Reference:

BBBH7731_1622822545

Job Views:

41

Posted:

04.06.2021

Expiry Date:

19.07.2021
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Job Description:

Personal Lines Insurance Account Handler.

I'm currently representing a long time client with a key hire within their business. They are one of Wales largest independent insurance brokers. They have been going over 40yrs and have a well established position in their market. They also have a number of offices across the UK with huge potential for growth.

Objective:
The role has responsibility for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of commercial insurance. Ensuring a quality service is provided to all clients in accordance with their needs and requirements.

Duties and responsibilities:

* Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work:

* New business
* Renewals
* Mid Term Adjustments
* Claims
* Queries
* Premium financing arrangements
* Cover note issuance

* Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice.
* Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice.
* Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required.
* Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
* Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
* Actively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost effective cover.
* Promote and increase the use of in house premium finance, from insurer schemes.
* Support the Account Executive with duties where required

Person specification:

Criteria
Essential
Desirable

1 Knowledge / experience

* Working knowledge of most Commercial lines insurance products
* Experience of working as an Account Handler in a similar broking environment
* Experience of working to high standards of FCA compliance


1 Skills / ability

* Attention to detail
* Confident communicator
* Building strong relationships with e.g. clients, insurers etc
* I.T. skills including use of an insurance IT system e.g. Open GI and Microsoft products
* Organisational skills


1 Qualification / education / training

* Willingness to work towards qualifications

* Cert CII qualified

1 Other requirements

* Satisfy all pre-employment checks required for the role including criminal records and credit check.
* Evidence of CPD records


Should this role be of interest and you have all the above attributes we look forward to hearing from you.

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