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This role is designed to provide Office based support for Account Managers. Day-to-day point of contact for clients in relation to basic policy administration – duties to include support with credit limits, policy documentation, overdue accounts, claims, declarations of turnover, accounting queries, processing of no claims/low claims bonuses.
Job Responsibility:
Provide Office based support for Account Managers
Day-to-day point of contact for clients in relation to basic policy administration
Support with credit limits, policy documentation, overdue accounts, claims, declarations of turnover, accounting queries, processing of no claims/low claims bonuses
Supporting/advising clients with credit limit applications, appeals and monitoring progress of these
Advising clients in relation to declarations of turnover and submission of these as appropriate
Support for clients in relation to accounting queries – premium payments, policy adjustments etc
Support for colleagues in relation to management of renewal negotiations
Undertake discussions with underwriters, as appropriate
Establishing and maintaining client records in hard copy files and Goldmine database
Requirements:
Ideally have trade credit experience
Ability to work under pressure as part of a small team
Good communication skills and customer focused
Attention to detail and deadlines
Accurate record keeping
Confident in dealing with stakeholders at all levels