Commercial Account Handler Jobs Vacancy at Towergate Leeds
Towergate Leeds urgently required following position for Commercial Account Handler. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.
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Commercial Account Handler Jobs Vacancy at Towergate Leeds Jobs Details:
To assist and carry out insurance broking of commercial risks as required. To provide day to day servicing, and administration of Clients’ insurance programmes in a timely, technically accurate and cost effective manner, in accordance with procedure and performance standards.
Principle Objectives and Responsibilities including the following, other objectives may be assigned:
To provide broking and administrative services to clients, confining advice and information to those areas in which the jobholder is deemed competent, otherwise seeking advice as appropriate. Including but not limited to:
Giving instructions to insurance providers
Checking policy documents (including endorsements) for accuracy
prior to receipt by clients.
To handle the invoicing of premiums due, maintaining effective
credit control in respect of allocated clients.
To process correspondence, renewals, pre-renewal activity,
quotations and computer input.
Ensuring that all post and diary activity is completed on a daily basis
Manage own files as per local procedures.
To collate and prepare reports for both client and insurer market.
To understand client’s situation, opportunities and problems and design of appropriate solutions.
Ensure where possible, premiums are settled in accordance with company credit control procedures.
Expand existing client portfolio to include additional covers and to produce new business leads for sales teams.
To assist in ensuring that all post and diary activity is completed daily in accordance with the local procedures and performance standards.
To assist team performance by regular communication with colleagues and manager to establish and raise concerns and provide solutions.
To ensure compliance with local procedures, customer service standards and external compliance regulations, e.g. FCA
To undertake training in line with agreed objectives and keep up-to date with technical, legal and market developments via use of e-learning, internal training and reading market related material.
To maintain and develop personal knowledge and skills through continued professional development as well as ongoing at desk training and ensuring that this is recorded in line with Training & Competency requirements.
To conduct the business of the Company at all times in a courteous and efficient manner.
Develop and maintain positive ongoing relationships with Insurers and Underwriters in a professional manner.
The jobholder will, at various times, act for the insured and insurer. The jobholder will be responsible for adhering to all the Group's procedures and policies in relation to the identification and management of potential conflicts of interest and for the fair treatment of customers, and will ensure they follow the systems and controls operating to ensure that this is the case.
To ensure that any customer complaints are identified and handled strictly within the company’s complaints procedure
To undertake any other task as may reasonably be required by the Company.
A minimum of 1 years commercial insurance related experience will be required preferably in a broking environment.
Progress with CII exams will be of benefit.