Base salary c 40 -50 DOE Negotiable, flex Benefits
Our Clients are seeking a dedicated Corporate Account Handler to provide high-level administrative and technical support to our clients Account Executives. In this role, you will be the engine room of our client service, ensuring new business, renewals, and daily enquiries are handled with precision and care.
Key Responsibilities
• Business Support: Assist Account Executives in securing new business quotations and arranging immediate cover.
• Documentation & Accuracy: Review policy documentation for total accuracy before distribution to clients or liaising with insurers for corrections.
• Lifecycle Management: Process mid-term adjustments, quarterly declarations, and manage the negotiation and invitation of renewals for your allocated portfolio.
• Client Relations: Act as the first point of contact for daily enquiries, managing expectations and responding promptly to maintain high service standards.
• Technical Liaison: Collaborate with Account Executives, Broking Technicians, and Directors to resolve complex technical queries.
• Data Integrity: Ensure all client records accurately reflect live risks, including sums insured, perils, excesses, and exclusions.
• Growth & Claims: Identify cross-sell and up-sell opportunities and coordinate with the Claims department regarding specific reports or queries.
• Financial Admin: Generate invoices and credit notes for all transactions in strict accordance with the Broking Manual and action meeting minutes to keep systems updated.
About You
You are a proactive professional with a background in insurance and a passion for client service. You thrive in a deadline-driven environment and possess the organisational skills to manage a busy diary effectively.
• Experience: Proven customer service expertise gained within an insurance setting.
• Teamwork: A natural collaborator comfortable working alongside Executives and Claims Handlers.
• Qualifications: CII qualifications are preferred; however, a desire to work toward your Cert CII is highly encouraged.
• Technical Skills: Experience using Acturis is a significant advantage.
Rewards & Benefits
We pride ourselves on a supportive culture and a comprehensive benefits package designed to support your life inside and outside of work:
• Generous Leave: 27 days annual leave (including your birthday Plus bank holidays.
• Financial Security: 5% employer-matched pension and Group Life Assurance.
• Growth: Full support for professional qualifications relevant to your career path.
• Lifestyle: Access to a flexible benefits portal, a holiday purchase scheme (up to 5 days), and "Perks at Work" discounts for cinema, dining, and retail.
Of you wish to apply for this position please complete the link and a consultant from Cameron James Professional recruitment will be in contact with you
Salary description
£40000.00 - £50000.00 per year