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Commercial SME Account Handler

https://www.lawesrecruitment.co.uk Logo

Lawes Consulting Group

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Location:
United Kingdom , Surrey

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Category:
Insurance

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Contract Type:
Employment contract

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Salary:

35000.00 - 38000.00 GBP / Year
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Job Description:

We are on the hunt for an Account Handler to support our clients team for the administration of clients’ insurance requirements, including general enquiries, renewals, mid- term adjustments, obtaining quotations and invoicing of premiums. Dealing with our SME clients, you will have a passion for providing excellent service to your clients. Please note this is a full-time, permanent opportunity. You will be based in our clients Surrey office and ideally be onsite for 3 days per week on average.

Job Responsibility:

  • Assist in achieving Group/Division client retention targets by providing an excellent level of service
  • Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable)
  • Undertake market exercise to establish most competitive terms available
  • Obtain renewal terms and present to client
  • Issue renewal documentation in line with contract certainty
  • Ensure premiums are collected prior to the commencement of cover and in line with
  • Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards
  • Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system
  • Produce accurate and professional documentation at all times using relevant
  • Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium
  • Actively cross-sell products from other Divisions
  • Liaise with and assist other branches and Group Resources as necessary

Requirements:

  • Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR
  • Must have a minimum of 2 years experience dealing with SME or commercial clients
  • Good level of technical insurance skills, to be assessed by regular in-house testing
  • Accuracy and attention to detail
  • Ability to process work quickly and efficiently
  • Ability to prioritise work and meet deadlines
  • Excellent client service skills
  • Good negotiation and broking skills
  • Excellent oral and written communication skills
  • Ability to gather and analyse information from the client
  • Ability to identify and respond appropriately to an individual client’s level of understanding
  • Ability to persuade and influence others

Nice to have:

  • Cert CII
  • Acturis

Additional Information:

Job Posted:
March 27, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
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